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Technology Stocks : Vantive Corporation

VNTV 77.60

+2.6%

Jan 12 4:00 PM EST

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To: Trader Dave who wrote (1381)	12/10/1997 12:14:00 PM
From: seth thomas	Read Replies (2) of 3033

Track record is the VNTV grows by well over 40% annually. Market is still barely touched, and is growing. VNTV has a leading product, and is well managed. VNTV has separated from the pack - don't you get it? They are already 50% bigger (revenue) then SCOP and CLFY. Will keep pulling ahead. Agree - ORCL problems will ease hiring challenges - good for VNTV. Y2K: I read an article about Merrill Lynch IT dept. a few weeks ago in the NY Times. something like $300 MM is being spent on Y2K problem between now and 2000. Sounds like a lot - until you read that their IT budget over the same period will be $3 billion!

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