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

To: sand wedge who wrote (644)	8/27/1998 11:07:00 PM
From: Michael Pascoe	Read Replies (2) \| Respond to of 1156

"is DM truely mission critical" IMHO DM is mission critical in only two verticals, Legal and Pharmaceutical (possibly engineering as well). Otherwise it is well and truly in the spellchecker category (nice to have but you can get by without it if you have to). BTW I notice that NetRight won't be exhibiting at this year's Exchange conference. NetRight are the fairly aggressive remnants of the SoftSolutions team who are going after DOCS in the legal vertical (I think NorthForce has posted some mud slinging from them recently). They bought the rubble of the FrontOffice implosion, but obviously aren't leveraging the Exchange aspect of FrontOffice marketing.

To: sand wedge who wrote (644)	8/28/1998 10:17:00 AM
From: Richard Esmond	Read Replies (1) \| Respond to of 1156

Long time to read, Sand Wedge. I think that more are more MS will find 'LOB' applications interesting. However, MS has so far targeted horizontal applications. And horizontal applications are where you can make the big bucks. Word processing for example, the wp market looses more in revinue to piracy than the DM, WF, KM, imaging markets make in software, hardware and services. And WP does not require MS to hire one single direct sales person, channel management team etc. The product just sells itself through the retail channel. How easy can it get! I once had a long, heated and not sober conversation with a MS product manager that was in Hawaii to speak at our dev conference. I was trying to convince him that MS should buy our VB dev tools and take over the imaging market. He asked me how many seats of imaging technology were being sold, and how many I though could be sold in three years. When I told him; low hundreds of thousand and then high hundreds of thousands. He replied that if MS owned a software product with such a low level of opportunity, they would shut it down to raid if for coders. And this after I lied about the size of the opportunity. Now granted, DM will ultimately be a better market than pure imaging. What passes for a lucrative market to others leaves Bill cold. Bill wants to own the Internet, post modern television, space communication and any newly discovered forms of sexual pleasure! Anything less revolutionary he might leave to mortals.