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

To: Michael Watkins who wrote (1024)	3/10/1999 5:42:00 PM
From: Sultan	Read Replies (1) \| Respond to of 1156

Check this out. newswire.ca

To: Michael Watkins who wrote (1024)	3/10/1999 6:01:00 PM
From: Michael Pascoe	Read Replies (3) \| Respond to of 1156

Since I am feeling verbose today and since you mentioned 'the industry' lets take a 'church and state' look at the 'industry' 1) DCTM - undisputedly the most solid pillar of the community. Has cash, seems to make a profit and manages analysts (both types) well. Yet its share price flew like a brick at the merest sniff of a slowdown because of Y2K .... and has not recovered. 2) FILE - probably no 2. - Missed last 2 qtrs in very ugly fashion and share price now in a nose dive - looking with every passing minute like a sitting duck takeover target. 3) DOCS - probably no 3. - slapping about on the floor like a fish out of water - snapped up by a connectivity vendor looking to get out of a dead sector while they still have the money to do so. 4) OTEX - been growing by acquisition (GBA) for 2-3 years. Unless it comes up with a magic trick now will be dead by December. GBA only works if you can keep doing it - the back edge of the sword is just as sharp. 4a) Eastman (and yes I am including them as part of the traditional sector even though they have an Exchange spin because their technical architecture is closer to DOCS than Notes) - dead in the water and bleeding $12m a qtr with their parent desperate to unload. 5) IBM/Lotus/Domino.doc - now sold 1.5m seats of Domino.doc (foul play I can hear Michael screaming ... did they really sell them - I would suggest it doesn't matter) and on an exponential growth curve (btw eating OTEX's lunch) 6) MSFT - paying attention to 5)(probably because those 1.5 million seats have cost some Exchange sales) and not really giving a damn about 1) to 4) ramping up. Just standing way back from this, I think the battleground has shifted without anybody noticing. Welcome to messaging based DM/KM!