SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: seth thomas who wrote (2984)7/7/1999 10:47:00 AM
From: Yamphung K. Lee  Read Replies (2) of 3033
 
First off, the revenue improvement would be purely services, not licenses. They'll probably show year over year decline in licenses. I also believe the percentage of revenues from installed base vs. new customers is very high. All bad news, given the overall growth of the market, and particularly in light of recent license growth of Siebel and Clarify.

Second, this is the second group of management that has "botched it".

Could it be that Vantive just has no product or strategic differentiation?? Word on the street is that they are nowhere to be found competitively and Siebel and Clarify are dominating this segment.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News