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Technology Stocks : Documentum (DCTM) Software -- Ignore unavailable to you. Want to Upgrade?

To: Tokyo VD who wrote (391)	1/22/1999 4:21:00 PM
From: Ariella	Read Replies (2) \| Respond to of 600

Tokyo -- I thought you felt negatively about the stock, then read your previous answer. I bought in big yesterday because DCTM is the blue chip of its area. Even on reduced earnings prospects, year-ahead eps growth is extremely respectable and ought to be quite strong the next year. Normally I trade in much more speculative stocks -- foreign, biotech, etc. -- and it was nice to see the panic take all of the air out of DCTM's price before I bought. Yes, there's some treading water for a while so we can re-establish a trading base, but folks will begin to look toward 2000 before long. I agree with you that the stock will be in the mid 30s in six months. Hope we're right ;-) Ariella P.S. -- My other "find" this week is CLZR, a domestic laser company taking market share in the hair removal/dermatology market from leader ESCMF. CLZR sold off non-performing assets last year and just posted a quarterly eps that puts them in line to earn $.90-$1.00/share in 1999. P/E on forward eps is in single digits. They have no analytical coverage yet, but I hear that the analyst at SSB who follows ESCMF has called CLZR this week. TA looks great, stock under accumulation except for expected profit-taking today after sharp runup.