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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 (1481)	1/23/1998 10:03:00 AM
From: seth thomas	Read Replies (1) of 3033

I am fully willing to admit that I don't get it. Quarter after quarter of solid growth in top and bottom line. Continued pulling away from competitors. A track record of winning over competition. Great execution. Lots of growth in market potential. Great management team. Written statements that company will continue to grow substantially in coming year - no problems. Contrast with controversy and confusion over SEBL pipeline, unclear how they really do against competition and identical EPS. Why is SEBL market cap double VNTV? I could see 10 or 20% difference. Arrgh.

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