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

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To: Trader Dave who wrote (1379)12/10/1997 11:40:00 AM
From: Melissa McAuliffe  Read Replies (1) of 3033
 
Trader Dave,
Wanted your opinion on this. It would seem to me that for the past several years most companies have been focusing their efforts on getting their mission critical applications ready for Y2K which has, as many people are saying, provided for increased(i.e.non sustainable) growth in the enterprise software companies, PSFT, ORCL, SAP, etc.
Your business won't be in deep trouble if your SFA or CSS systems aren't ready. It's only recently that decent SFA systems have even become available. But you're in big trouble if you can't pay your employees, get monthly financial statements, etc.etc. Given that and given the fact that a company can only take on so many software implementations at any one time, it would seem to me that as these companies wind down implementions of these other systems over the next year or so that it would leave the door wide open for the VNTV's, etc of the world to experience very significant growth. Anyway, this was what I was thinking so appreciate any feedback.
Melissa
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