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Technology Stocks : Vantive Corporation
VNTV 77.60+2.6%Jan 12 4:00 PM EST
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To: Scott H. Roberts who wrote (1691)3/13/1998 1:21:00 PM
From: Trader Dave  Read Replies (2) of 3033
 
Eric's been a supporter for a long time, but he's recently become more positive in the face of a more aggressive stance by management.

The tone of the investment community has changed, they want to own in high growth software and avoid the commodity pc business (and the related suppliers)

The question is whether Chuck Philips will ever pound the table on a non-banking client?
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