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Technology Stocks : Vantive Corporation
VNTV 77.60+2.6%Jan 12 4:00 PM EST

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To: Sirius Pointer who wrote (1502)1/26/1998 9:42:00 AM
From: seth thomas   of 3033
 
Your assumptions seem extremely conservative.

>> Revenue: flat at 37.7M
There's been quarter to quarter growth every time, even going from Q4 to Q1. Last year, was up about 6% sequentially. And, there's even more momentum now.

>> Operating Margin: 16.3% as in 97Q1.
Lots of new sales hiring was theb going on - these folks are now in place and being productive. Yes, there's more hiring going on (this is a good thing) but as a percentage of the company, I think it's not as great, hence leading to better margins.
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