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

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To: P314159d who wrote (3000)8/6/1999 6:14:00 AM
From: SemiBull  Read Replies (1) of 3033
 
"...when I should have bought the cheap CLFY. Are you saying I should buy this $9 VNTV before OCT?"

Can't say that wasn't the better path in hindsight. Too bad I can't invest with that type of vision. Personally, I think VTNV's downside is somewhat minimized, but have to look at their most recent 10q/10k before I get a sense of their burn rate, the book value, and how long to profitability. If they do turn it around, they could be a 1-2 bagger, but that presupposes the turning around.....but at least a lot of negativity is built into their stock. Worth looking at perhaps, maybe not. I own a very very small number of shares under water which I will change come this fall, though I re-evaluate right before the transaction the above to see if I ain't just picking at a scab. If I am not, then I nibble in and see what their new CEO has to show in the next Q or 2.

Just one man's spin....SemiBull
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