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Strategies & Market Trends : Graham and Doddsville -- Value Investing In The New Era -- Ignore unavailable to you. Want to Upgrade?

To: porcupine --''''> who wrote (961)	11/10/1998 6:30:00 PM
From: Wren	Read Replies (1) \| Respond to of 1722

I recently received a package advertising the David Dreman Value Stock Report. Dreman was on Wall Street Week last week, has written a column in Forbes for a number of years, manages money and the Kemper Dreman mutual fund, which has a very good record. Has anyone had experience with his newsletter?

To: porcupine --''''> who wrote (961)	11/10/1998 9:04:00 PM
From: porcupine --''''>	Respond to of 1722

IBM Q3 e-mail system sales beat Microsoft's-report NEW YORK, Nov 9 (Reuters) - Third quarter sales of International Business Machines Corp.'s Lotus Notes e-mail software beat those of Microsoft Corp.'s Exchange product in the hotly contested market for corporate electronic-mail systems, a recent industry report shows. But Notes' victory was not enough to put it ahead of Microsoft's popular Exchange product on total sales for the first nine-months of 1998, according to Electronic Mail & Messaging Systems, a Washington, D.C., market-research company. IBM and Microsoft dominate the market for large corporation messaging systems. While Notes holds a significant lead in terms of total licenses sold worldwide, that lead is slipping to its much younger challenger. IBM's Lotus Development Corp. subsidiary sold 3.4 million licenses for its Notes software during the quarter ended Sept. 30, compared with 3.2 million licenses for Microsoft Exchange, EMMS reported. The sales put Exchange's 1998 nine-month sales at 9.8 million licenses compared with Notes' 9.2 million Notes, which has been on the market since 1989, had 28.5 million licenses worldwide as of Sept. 30. Exchange, introduced just two years ago by Microsoft, had 19.8 million licenses. A year ago, Notes' worldwide user base was more than double that of Exchange, EMMS reported. Novell Inc.'s GroupWise product is in third place behind Notes and Exchange. Exchange is included on Microsoft's Windows NT network operating software and the Redmond, Wash., company's BackOffice software for running databases and network computers. The inclusion or "bundling" of Exchange on Windows NT and BackOffice makes it difficult to determine how many people with exchange software actually use the program. IBM includes its Notes on other software, making it equally difficult to put a precise number on Notes users. International Data Corp., another Information Technology research firm, put Exchange in the lead by 5.7 million licenses to 5.3 million in the first six months of 1998. EMMS figures for the first half of the year have Exchange ahead by 6.6 million licenses to Notes' 5.8 million. Analysts attribute the discrepancies between research firms to the bundling of the e-mail system software.