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Technology Stocks : Open Text -- Ignore unavailable to you. Want to Upgrade?

To: Peter Haynes who wrote (766)	3/29/1998 3:51:00 PM
From: Michael Watkins	Read Replies (1) \| Respond to of 1195

Open Text's primary competition is established players like Lotus and Microsoft (exchange). I never compare them to DCTM, FILE, DOCSF -- open text is really intra/internet groupware. I don't think of them as being document management centric. I do not think Novell is an issue. Was perhaps once, several years ago, a potential threat, not now. I do think there is room for an upstart to upset things. In the meantime Open Text seems to be doing the right things.

To: Peter Haynes who wrote (766)	3/30/1998 3:32:00 PM
From: HerbertOtto	Read Replies (1) \| Respond to of 1195

Peter, Thanks for your informative response. Adding up your ideas with the recent warrants sale, it only remains to learn the name of the merger target. OTEXF will have to size-up to remain competitive. Wall Street will like it if the selection is good. Who? I notice the stock is weak today. Would be a good time for a merger announcement. End of quarter money available for a continuing good concept. I'm working WAVO right now. Breaking out today. Good luck, Herbert