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

To: Mikerophone who wrote (495)	4/6/1999 1:01:00 AM
From: Michael Pascoe	Read Replies (1) \| Respond to of 600

Netright and Exchange!??? IMHO here's how it breaks down: 1. True DFS (Windows 2000+) - no products yet exist which exploit this 2a. Quasi-DFS (Lotus Notes) - domino.doc API 2b. Quasi-DFS (Microsoft Exchange) - 80-20 API and eventually MS Tahoe (according to PC-Week at least). 3a. Imitation-DFS (I'Net) - OTEX 3b. Imitation-DFS (Java/I'Net) - Netright and other smallish Java/Net based 4a. Non-DFS (Traditional with a messaging spin) - Eastman DMX, Compaq Expeditor. 4b. Non-DFS (True Tradtional) - FILE, DCTM, DOCS. As a general rule, Enterprise scalability decreases from 1 to 4 (ie 1 is more scalable than 4), vertical specialization increases (or should) and so too does price per seat. As we move into the next phase of maturity of the DM/KM space categories will disappear from the bottom up. So we are seeing 4b implode QTR by QTR. 4a will be sucked up into their parents never to be seen again. Category 3 will actually appear to flourish for the next 6-12 months and then will disappear under the wheels of Category 2. Will Cat 1 ever occur? 3-5 years.

To: Mikerophone who wrote (495)	4/6/1999 10:25:00 AM
From: Nick Arnett	Respond to of 600

Some of this description of document management -- virtual assembly, respository, just-in-time delivery -- sounds like publishing supply chain automation, which is not the same thing. It made me wonder about whether doc management is getting squeezed from all sides -- groupware, search/portal, and supply chain management. As for web site creation and maintenance, Verity's Knowledge Organizer (which I helped create) is ahead of document management in terms of automating the process, which is essential in dealing with the volume of documents that large companies have. My conclusion is the same as yours -- they need to focus on vertical markets. But it's not clear to me how much service v. product will be needed to succeed. If a lot of customization is required, one has to wonder how large a company can be grown and how much equity could be built.