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Technology Stocks : Vantive Corporation

VNTV 77.60

+2.6%

Jan 12 4:00 PM EST

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To: Adam Smith who wrote (1446)	1/7/1998 1:17:00 PM
From: seth thomas	Read Replies (1) of 3033

SCOP preannounced - nice revenue increase. CLFY just preannounced - ditto, at the Morgan Stanley conference. Said they will be at .02 - .04, and estimates are .03. So - that looks safe. I wonder if VNTV will preannounce? Most folks are assuming SEBL grew, too. The good news is that the market segment growth is looking strong. IF VNTV also has a good number, and there is every reason to think so, then VNTV should take off. The concern has been about the overall size of this sector. Unless somehow CLFY and SCOP and SEBL took so many deals away from VNTV (which I haven't heard about), VNTV should post good growth. Any rumors/buzz/comments?

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