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

To: Tokyo VD who wrote (433)	3/5/1999 10:18:00 AM
From: Wizard	Read Replies (1) \| Respond to of 600

>>Now, that is different than you making a judgement call. IF you don't like management, fine. IF you want to say that you have some insight, then tell us where it comes from. Otherwise, you are betting against the quarter and I'll wish you luck. I do like management but this is going to be a tough quarter. March always is on a seasonal basis and dctm has been redoing its 1999 outlook based on pushouts due to y2k. My sources are wall street based. I have no position in dctm and think estimates will again be revised down. Besides, with regards to small cap software and earnings estimates, the trend is your friend. Management is usually the last to realize that yes indeed, estimates are too high.