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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 (1637)3/6/1998 12:53:00 PM
From: Melissa McAuliffe  Read Replies (1) of 3033
 
I agree with your point that any stock can drop prior to an acquisition. Stocks drop all the time. I'm waiting for psft to drop right now. I'm not so sure I feel that the ifmx/illustra situation is truly a good comparison. If for no other reason that ifmx was never what I consider to be a hot company. Not that their products weren't adequate...it just wasn't what one might call a high flier. That space was always held by orcl. Even Sybase was hotter at one time. I guess it all comes down to how you feel about the acquiring company and whether you are looking at it from a long term or short term perpsective. In my particular case, I am holding my scop stock at a loss right now so selling it doesn't make any sense to me. Why take a loss when I feel this will ultimately turn into a profit. Even if it were at at a profit, my thoughts are why sell and pay taxes on something when I know I can defer them and have more profit to pay the taxes on. (I hate taxes)

I spoke with someone who recently left scopus and his perspective was that sebl was another msft machine and would be very tough to beat. BTW, did you ever have your lunch with the ex-sebl employee. Would be very interested in hearing another perspective on the product integration issues from someone who might have some real information vs. the conjecture that we all seem to provide on these threads.
Melissa

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