FileNet Corporation

FileNet FILE recently reported first-quarter results, including record revenues ..... operating margins narrowed to 6.8% from 10.7% in the year-ago period. FileNet continues to generate solid cash flow, with cash from operations of …

… negative year over year, raising concerns about the firm's ability to increase the top line. In contrast, competitor FileNet FILE increased software license sales 17% for the quarter. Management has done a fine job of cost-cutting, but we haven …

… to leave our fair value estimates for FileNet FILE and OpenText OTEX, two pure-play ECM ..... providers (e.g. OpenText/AtosOrigin and FileNet /BearingPoint) should, however, extend ..... within ECM remains largely confined to FileNet , EMC (Documentum) EMC and IBM IBM …

… as Accenture ACN and software vendors such as SAP SAP. Open Text has some catching up to do, however, as rivals such as FileNet FILE and EMC EMC have been investing aggressively to capture a larger slice of a content management market that seems to have …

FileNet FILE closed the year on a decent note, with ..... stronger-than-expected demand in Europe, FileNet boosted its top line by 6% in 2005 ..... most recent quarter. On the other hand, FileNet also closed a higher number of such deals …

We recently attended FileNet 's FILE annual analyst day, where the firm showcased its business ..... market has also become a three-horse race featuring FileNet , IBM IBM, and EMC. FileNet CEO Lee Roberts continues to assert that its win rates …

… single digits. Further, with Open Text only in the first inning of a long road to recovery and competition from FileNet FILE and IBM IBM not going away, we'd wait for consistent progress in its turnaround before recommending its shares …

… discretionary and hence is most likely to be cut in a recessionary IT spending environment. In addition, while rivals like FileNet FILE and Documentum (now part of EMC EMC) focus on more critical tasks such as records and document management, Open Text has …