Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Enterprise Informatics -- Ignore unavailable to you. Want to Upgrade?

To: Greg h2o who wrote (2883)	11/23/1998 6:36:00 PM
From: jackhach	Read Replies (2) \| Respond to of 13797

FWIW, just looking at some of the industry/competition's Q3 numbers so as to provide some sensical comparisons. ALTS revenues were down 11% quarter over quarter. DOCSF (PCDOCS) revenues were down 12% quarter over quarter. FILE (FILENET) revenues were down 11% quarter over quarter. DCTM (DOCUMENTUM) revenues were up 19% quarter over quarter. Considering ALTS very unique (certainly by comparison) set of circumstances/challenges; most specifically having no new product(s) in the market. It is sort of an acknowledgement that ALTS was/is clearly not operating in a vacuum. General market/industry conditions likely had a more meaningful impact on the reduction in revs then we might have originally presumed. -JH