SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Vantive Corporation
VNTV 77.60+2.6%Jan 12 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: 45bday who wrote (2740)1/28/1999 11:21:00 AM
From: Trader Dave  Read Replies (1) of 3033
 
A reasonable perspective. The front office space may well be able to weather the y2k storm from a fundamental perspective. Longer term, it's almost as important as e-commerce.

I still think we're in for a bumpy ride in 1999. That said, I own positions in all three vendors, but with very different weightings.

I almost sold my vntv options position last night, thinking that this euphoria was premature. remembering back to Clarify's recovery, the stock (and the company) had several fits and starts on its way to recovering business momentum. If Front office is a good market and vantive management can fix things, there will be just as much upside after the evidence is in as upside post dead cat bounce.

(Translation: if this thing works, it'll go from $18 to $45 just as easily as it bounced from $8 to $13, but with less risk.)

In this frothy market, I think there's time to wait and see.

td
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News