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

To: Michael Watkins who wrote (1021)	3/10/1999 1:05:00 PM
From: Sultan	Respond to of 1156

Investors' reaction largely have been based on lack of credibilty of the management of both companies. Have invested both stories for quite a while so I am quite familiar with management pronouncements of the past and how different the results have been. So until investors feel some confidence or if the management proves it by delivery hard numbers, you will see the negative sentiment.

To: Michael Watkins who wrote (1021)	3/10/1999 5:04:00 PM
From: Michael Pascoe	Read Replies (1) \| Respond to of 1156

Microsoft: I don't know much more than what was in the PC Week article I posted a few weeks back. But given that plus this ... AIIM '99 -- Microsoft Office & BackOffice Enabling Knowledge Management microsoft.com ... and doing some major reading between the lines, I would suggest that MSFT is ready to announce a 'strategy' (read vaporware). Notwithstanding the likely high hot air content in such a statement, Microsoft saying anything about Document/Knowledge Management products is, as I have previously pointed out, dangerous FUD. What will their offering actually turn out to be? Who knows (least of all MSFT I would suspect), but you can bet it will take 2 years (minimum) to build and be 'retail beta' when it does release ... but that doesn't stop the FUD (they have been fending off Novell NDS for 6 years with the NT5 Active Directory FUD). JMHO