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

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To: SONAR who wrote (1535)2/18/1998 2:08:00 PM
From: Konehead  Read Replies (1) of 3033
 
SONAR, I agree with your sentiments, but I also think the stagnant stock price has led to an attractive valuation for VNTV. I don't think VNTV needs much of a catalyst other than continuing quarterly performance.

Melissa-- regarding people-- SEBL's got some very good people, but so does VNTV. It doesn't surprise me that VNTV can't hire SEBL reps at the moment, I'm sure nobody can hire the good ones right now.

I agree about the need to avoid another Scopus-type of situation. Fortunately, VNTV management is solid. The only question mark is how well VNTV is positioned in the CIS space; SEBL is clearly at the sweet spot for now.
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