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Technology Stocks : Vantive Corporation
VNTV 77.60+2.6%Jan 12 4:00 PM EST
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To: Shege Dambanza who wrote (1407)12/15/1997 6:53:00 PM
From: Trader Dave  Read Replies (1) of 3033
 
CA I can see, but I don't see NETA as having the selling skills or the channel to support the complex implementations. I wouldn't be worried if NETA made an acquisition from a vantive perspective they've got enough to digest.

My concern for vantive is what if PSFT makes an acquisition or a maore broadly based strategic partnership. It seems like they'll be more focused on the SFA side first, but I thought there was some joint PSFT/VNTV work going on on SFA.

TD
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