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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 (1621)	3/3/1998 10:02:00 AM
From: Amsterdam	of 3033

I think this is a mistake for sebl. They had a nice clean architecture that they could have extended into CS the way vntv has extended into SFA. This architectural mismatch will present problems when they have to win new enterprise deals. Eventually they will have to articulate a clear message on when they will deliver a consistent product. In the interim the FUD factor will be difficult to sell around. It demonstrates that sebl really had nothing in the works for CS, so clearly their R&D isn't as good as everyone thought. Just another one of those software mergers that looks good from 10,000ft but will be a real sausage factory at the customer and field sales level. Reminds me of some of the stuff ASTEA did, and look at their stock. On the other hand they may get some layup SFA sales from the scop install base, but not $450mil worth. A better bet to harvest an install base would be to buy BROC which has a huge install base but a market value of only $25mil. $450 mil for SCOP is very pricey when you consider that the scop architecture has peaked. Good move for scop shareholders, lousy for sebl.

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