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

To: Michael Watkins who wrote (499)	4/6/1999 2:26:00 AM
From: Michael Pascoe	Respond to of 600

The table is not about client capability. Every single vendor has net capability, so on that basis they should all be in the same bucket. The important determinant is architecture ie how much the Server Architecture resembles a true Distributed File System (DFS). As any true techy will tell you a DFS is the core of a DM/KM system. All DM systems need them to provide truly scalable enterprise wide document library services. The competitive advantage lies in the fact that as you move up the table, the DM provider has to provide less of the DFS (truly difficult stuff and getting harder by the minute), but at the same time gets greater access to the DFS services required for enterprise and departmental deployment. That is, they have to do less work and produce greater functionality (squared, because they also have access to all the dev's that those lower down are wasting on DFS). All of this adds up to higher categorys having more time and resources to devote to the real money maker, packaged vertical apps and their variants. That is why this is happening, not because nobody knows DCTM has a web interface.