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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 (1618)	3/2/1998 2:29:00 PM
From: Melissa McAuliffe	Read Replies (1) of 3033

I believe that PSFT recognizes that to maintain its existing growth rate it has to look outside its current product line and/or market. If not they would not have created a separate division to market to the middle market, decided to go into outsourcing, expanded into the higher ed market, etc. I believe psft is a forward thinking company and isn't necessarily writing off any possibilities because of the demand in their current market. All I'm saying is that as the landscape changes they won't want to be the only one without this product as part of their offering. It would be a different story completely if their competition didn't have it either. But unfortunately, not having it will keep them out of some deals at some point because you can bet that the other guys will try to make not having it a deal killer. It's just how the sales game is played. Melissa

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