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Technology Stocks : Vantive Corporation

VNTV 77.60

+2.6%

Jan 12 4:00 PM EST

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To: Clam Clam who wrote (1506)	1/27/1998 10:38:00 AM
From: Trader Dave	of 3033

Nah, I'm not going to sell. I don't have a full position yet, and i like to keep my holdings for the very long term. I do have good feelings about the long term, if the company can keep signing large deals and creating a "hidden backlog" I'm actually pleased they didn't knock the cover off the ball. I like vantive's architecture, management, breadth of target markets and approach to partnerships. I do think they are separating from the pack. I'm worried about peoplesoft and seibel though. I've just been noting that the psychology for the group is uglier. TD

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