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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 (1476)	1/22/1998 6:02:00 PM
From: Trader Dave	of 3033

Since sebl was acting almost alone in the sfa market, I wonder if there might be per seat pricing pressure with vntv's entry. I think there's enough separation between vntv and the remnant CIS folks that they should be in a position to gain share going forward. I realize these results could result in a series of excited, happy posts, but what are the weaknesses and challenges we need to be aware of? 1) Pricing pressure from desparate competitors? -- probably not IMO, experienced buyers of mission critical systems like these know that a low price is an invitation to do business with a weak company. 2) Entry by the big erp guys? It's a concern, but there's so much business in non-industrial manufacturing segments where the erp folks have no presense it isn't a major concern. however, psft cuts accross many industries and i'm concerned psft's long term objectives in this space. 3) y2k diversion of deployment? Nah! this stuff is so strategic i bet the implementations are being driven by department heads or even ceo's concerned about customer retention and loyalty. Anyone have any thoughts on the other risks? TD any bets on the stock action tomorrow?

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