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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 (1379)	12/10/1997 6:33:00 PM
From: Konehead	Read Replies (2) of 3033

TD, Interesting comment regarding Oracle partnerships. My understanding is that Oracle is not going to try to compete in DRP/logistics/supply chain. They have been dating Manugistics heavily until now. We'll have to see how "evenhanded" Oracle will be towards ITWO vs. MANU. I also noted that Oracle's marketing of sales/marketing/support automation played up SFA. It seems Oracle is more interested in competing with Siebel (in SFA) than VNTV (in support). I think there are many residual good feelings at Oracle towards Mr. Luongo. Also, Oracle probably perceives SFA to be a more under-served sector. Mr. Farber, I agree that VNTV has pulled away somewhat from CLFY and SCOP. However, IMO those companies are still viable competitors and are very attractively priced (at $200 million valuations) right now. P.S. Baby Konehead delivered Friday at 12:52 a.m., 7 lbs. 2 ounces. She's a girl.

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