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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 (1468)1/22/1998 2:45:00 PM
From: Clam Clam  Read Replies (2) of 3033
 
The stock is too cheap in the mid-20's for back-end loading to hurt it too bad, don't you think? At $40+, I would be worried about back-end loading in March, but in mid-20's we've got running room if they just give us the usual solid conference call. 100 Lucent sales reps will start kicking in at some point in 1998. Chuck has them modeled down to $.13 in March on flat revenues. Chuck's revenue numbers look too low for this quarter but look about right for next year. $.80 still looks right number for the year, we shall have to see if there is likely to be a little upside to that #. Margins will be up year over year for the first time since the March quarter and year-over-year EPS growth is accelerating. I am looking for good price appreciation over the next 3 months.
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