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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 (1621)	3/2/1998 5:42:00 PM
From: seth thomas	Read Replies (2) of 3033

Dave - very good points. The SCOP management style is drastically different from the SEBL style. I do expect a number of SCOP salespeople and engineers to hit the street. VNTV and CLFY should be able to pick them up. having had a few hours to ponder this situation, I think that overall, this is a good thing for VNTV: 1) the number of competitors goes down 2) SEBL and SCOP will be very distracted assimliating each other 3) The technology will be hard to work together 4) There will be a big culture shock - your point about $800K deals vs. $80K deals is very well taken. 5)I think SEBL/SCOP technology integration may experience the same problem as CLFY and Metropolis, except the installed base problem will be more complex. Initially, there may be some high profile wins for SEBL, but after it all settles down, VNTV should come out ahead. The SEBL and SCOP products and markets are too close together. I'm not really sure what SEBL gets - I guess a good revenue stream, but at 5X revenue and 75 P/E, it's not a bargain.

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