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Technology Stocks : Vantive Corporation

VNTV 77.60

+2.6%

Jan 12 4:00 PM EST

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To: Reggie A.Dale who wrote (1609)	3/2/1998 10:30:00 AM
From: seth thomas	Read Replies (1) of 3033

Announcement out - SEBL to buy SCOP. Price is about 22/share ($460MM). Boy, I can't even picture Ori working for Tom. So, to use a comp on VNTV: On revenue, it's 5X trailing - that would give VNTV a price of about 22. On P/E, it's about 75 trailing - giving VNTV a price of about 60. On premium to market, it's about 50% - giving VNTV a price of about 42. You pick it. ON the one hand, this eliminates a competitor. On the other, it gives VNTV a tougher one. It will take a quarter or two to assimilate SCOP - gives VNTV a short term break. I suppose that it won't make a huge difference, actually.

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