Vantive Corporation Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Vantive Corporation

VNTV 77.60

+2.6%

Jan 12 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: seth thomas who wrote (1646)	3/10/1998 5:55:00 PM
From: Trader Dave	Read Replies (1) of 3033

Early feedback from the analyst meeting sounds strong. We'll see lots of analyst comments tomorrow so I'll count on the thread to post some links. Tone of the meeting sounds like business looks strong and the company is positioned to be a major player in this market segment. Luongo talked about being the largest enterprise software company in the world in ten years noting that there are 8 million sales people and 9 million filed service people world wide which way outdistances the erp seat potential. (Ambitious, but I can see where he's coming from. It will be a fun ride if he even starts heading in that direction :-) ) Lots of discussion on Knowledge Enabled Selling which actually seems to have substance behind the slick demo. Discussion of customer bill of rights and focus on open customer referencing - could be very interesting way to find out the sales/deployment/ROI figures. Spoke about re-humanizing business - using CIS systems to maximize the human contact that customers have with an organization. Clever concept. RE sebl/SCOP merger: one way to handle the technology integration issues would be to kill the scopus product. it would solve the technology problems, but i would hate to be the sebl rep selling to a scopus customer after that. Nice advance warning on Trilogy steve, T-shirts from Chicago show confirmed it. Trilogy partnership looks quite substantive. It looks like the stock may test last year's highs before really getting going. If the stock can stay steady at these levels, the next few months should be quite fun. TD

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next