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Technology Stocks : Vantive Corporation

VNTV 77.60

+2.6%

Jan 12 4:00 PM EST

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To: Will Cunningham who wrote (1402)	12/15/1997 4:15:00 PM
From: Clam Clam	Read Replies (1) of 3033

Don't know much about it but this should not be a surprise. SAP has been working with them and I remember analysts discussing the relationship before. You have to wonder when Peoplesoft decides it needs to take a stand on CIS. I sure hope they don't buy Onyx or some other company (i.e., Saratoga, SalesKit, SalesBook, Foresight, Metrix, Foresight etc...) like they did with Red Pepper in manufacturing planning. Vantive seems confident in their quarter and they have big opportunities in customer support, field service and SFA in 1998. However, the quarter has 2 weeks left and these two weeks are nail-biting time. Vantive seems to simultaneously be on the brink of gaining critical mass (and deserving of a big market cap) and going the way of the other dogmeat companies in this sector (Hi Kevin).

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