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Technology Stocks : Vantive Corporation
VNTV 77.60+2.6%Jan 12 4:00 PM EST
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To: seth thomas who wrote (1382)12/10/1997 1:44:00 PM
From: Trader Dave   of 3033
 
The numbers I've heard are comparable - diversion of roughly 10% of IT spending diverted towards y2k.

BTW I do get it, I own Vantive. However, I beleive the separation will have substantially more credibility when the gap continues over several quarters. They're only 50% bigger in revenue than scop or clfy for a single quarter and we are all well aware of chuck philips skeptical reaction to the EDS deal.

I'm still not certain that this quarter is "in the bag" just that it's progressng well. Anyone hear otherwise?

TD
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