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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 (3015)	10/17/1999 9:58:00 PM
From: Lee L.	Read Replies (1) of 3033

I don't expect these guys to have all of the answers, but they should have a clear product vision that can be articulated now. Conway referenced Vantive's web architecture as a real strength. This is interesting considering that Vantive has only a token web offering. Beyond customer web self-service, they have nothing. Sure, Ivan/Version 9 is supposed to bring the Vantive suite to the web, but this is still 'the next release'! Vantive/PSFT could be another two years away from a respectable web offering for all we know. Peoplesoft must complete this merger quickly and aggressively to have any hope of being a relevant player in CRM. Go back to Siebel's takeover of Scopus -- detailed press releases, product directions, and dates were set immediately. I haven't seen any signs of real urgency with this deal yet.

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