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Technology Stocks : DOCS - A TURNAROUND PLAY -- Ignore unavailable to you. Want to Upgrade?

To: sand wedge who wrote (582)	8/13/1998 9:32:00 AM
From: Letmebe Frank	Read Replies (1) \| Respond to of 1156

Posts From Yahoo - FYI - Any Comments? --------------------------- longterm_hold Aug 10 1998 11:00PM EDT Not sure what "beating" expectations means; they've changed quite a bit in the last 90 days. Below is from the "Detailed Research" link: Current 0.03 7 Days Ago 0.03 30 Days Ago 0.03 60 Days Ago 0.09 90 Days Ago 0.10 So, which expectations are being exceeded? And, where do these numbers come from anyway? Remember, 0.07 was last quarter's number. Anything less than that would be a disappointment, IMO. --------------------------- some competition in Canada boleanlogic Aug 12 1998 10:10AM EDT Documentum announced a multi-million dollar deal with Bell Canada. biz.yahoo.com Not just an announcement, but real revenue that was booked in the second quarter. PCDocs has had a free run in Canada for some time, maybe the competition has arrived?? --------------------------- BIG SALES NO PROFIT pomorskee Aug 13 1998 8:48AM EDT This company under Ruby isnt capable of earning money because they cant control there expenses as seen in this earnings report 71% increase in sales and flat earnings he just doesnt know how to control expenses maybe he should cut his income until the company can increase there income. They just do enough to get buy and thats it. Ruby get the hell out of the company and give us a break. --------------------------- Great earnings right lilvewire Aug 13 1998 8:58AM EDT This company will have to do 1 billion in sales to earn .50cents a share under Ruby they cant control expenses they can put the 60million in the bank and at 7% do better for the bottom line than they do without all of the bullshit of there sales and market growth Lets see 7% of 60million is 4.2million dollars minus Rubys salary and perks of 1million they company would earn 5.2 million dollars .

To: sand wedge who wrote (582)	8/13/1998 9:41:00 AM
From: waitwatchwander	Respond to of 1156

Frank, wedge, Well they got some growth in revenue. Up 10% on my reconing. Now on the expenses side things don't look as rosey. Sales & Marketing up 2x Support & Service up 2X R&D up 3.5x (all that "too sexy for my shirt" developing!) Looks like Mr. Moir may have more work to do on this front. A couple of balance sheet items may also require his attention. A/R up 2x (up 30% this quarter?) Is this right? Who's not paying their bills ... Michael? A/P up 4x Is Mr. Moir a ChequeInTheMail kind of guy? Deferred Revenue up 2x (Can someone explain this category?) They burned $8m (or $11m?) of their cash hord and tax recovery added a bit. Overall, I think the company bought the 100K shares from someone who had a much shorter ROI timeframe. I see nothing exciting in these results. However, they appear to be holding up the fort. Still think a real sale and "The Best" is yet to come. Need to do more studying of this stuff. No nonsense bean counting ain't my bag. Appreciate all corrections and commentary. later. nf