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To: Michael Watkins who wrote (938)	8/19/1998 6:54:00 AM
From: Alomex	Read Replies (1) \| Respond to of 1195

Does OTEXF split out major sources of revenue? I'd like to see what the search engine specific business is versus the collaboration software business. Judging from their website, the company is completely focused on Livelink, so I doubt the revenues from the search engine side would be substantial. But that misses the point. What you must meassure is the market potential in each of the two products. Lotus Notes shows that there is quite a bit of money to be made on the Livelink side (anybody out there saw the great reference to Livelink in the Lotus Notes article in Forbes?). Similarly the market cap of Yahoo, MindSpring, and Inktomi show the market potential on the search side.