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

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To: SemiBull who wrote (3001)8/6/1999 10:13:00 PM
From: P314159d   of 3033
 
>>Personally, I think VTNV's downside is somewhat minimized,

Agreed last years low looks safe and even higher, but I hate to see the flat to declining license fees when they continue to spend at a 20-30% rate in mktg and RD.

CLFY spends at a similar rate on RD and they have 75% growth.

VNTV need to be bought and with the debt it is less attractive than some Telecoms I hold.

But I will keep an eye out for the new CEO to clean the slate and create real value!
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