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Technology Stocks
Documentum (DCTM) Software
An SI Board Since April 1996
Posts SubjectMarks Bans Symbol
600 7 0 DCTM
Emcee:  SI (no user) Type:  Unmoderated
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500 The table is not about client capability. Every single vendor has net capabilitMichael Pascoe-4/6/1999
499 I think you need to collapse your model somewhat and shuffle things around. I tMichael Watkins-4/6/1999
498 Netright and Exchange!??? IMHO here's how it breaks down: 1. True DFS (WiMichael Pascoe-4/6/1999
497 Mike, DM - document management, the meat and potatoes of Documentum, (plus) WMichael Watkins-4/6/1999
496 Michael, with apologies in advance for the education request, but I would be moJMD-4/6/1999
495 Tiptoeing Into the Fray This has been a nice discussion of the relentless commMikerophone-4/5/1999
494 The plot thickens. Michael and Michael agree on something. Probably more than oMichael Watkins-4/5/1999
493 Michael, I couldn't agree with you more. I have made the same argument sesand wedge-4/5/1999
492 Strangely enough I agree with you. The reason IBM has sold 1.5m seats of DominMichael Pascoe-4/5/1999
491 I'm of two minds on your "fundamental shifts" theorem. On one hMichael Watkins-4/5/1999
490 IMHO, The only people who would be interested in DCTM would be their competitorMichael Pascoe-4/5/1999
489 Michael: I agree with you completely. The fact that DCTM doesn't get to cPeakClimber-4/5/1999
488 Peak, Don't get me wrong, I do believe that there will be a lot of shake uMichael Watkins-4/5/1999
487 > Web folders and WebDAV are not DM ... This is true but my point was that PeakClimber-4/5/1999
486 Laurie, I think if it hits single digits that I don't have a truck big enoMichael Watkins-4/4/1999
485 <i>What kind of price erosion have you seen over the past few years?</Michael Watkins-4/4/1999
484 Mike: Just came off a peak at OTEX. Saw $6. What do you think about DCTM in siLAURIE SELINE-4/2/1999
483 PeakClimber, I'm off to take my family for a long weekend in the mountainsMichael Watkins-4/2/1999
482 Michael, Excellent post! What kind of price erosion have you seen over the paPeakClimber-4/2/1999
481 Ariella, I'm not sure that not providing guidance will make things any lesMichael Watkins-4/2/1999
480 Michael -- PSFT just announced it will no longer give analysts guidance about fAriella-4/2/1999
479 <It's more likely that it will be like pair. On the surface - its appleGinko-4/1/1999
478 It's more likely that it will be like pair. Swing between 7 and 10. Y2k_fan-4/1/1999
477 Wanderer, I know you didn't set out to defend management, but in essence tMichael Watkins-4/1/1999
476 Ariella, The price swings of this company are starting to look a lot like the Wanderer-4/1/1999
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