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Technology Stocks : Vantive Corporation
VNTV 77.60+2.6%Jan 12 4:00 PM EST
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To: 45bday who wrote (2800)3/11/1999 1:06:00 AM
From: Konehead  Read Replies (1) of 3033
 
Am thinking of jumping back into VNTV. Saw Luongo take an upstart company that couldn't sell its way out of a paper bag, was getting beaten by scopus & clarify, and make it into a leader in the customer support/ help desk space.

I think they'll be able to sell their way back to profitability. Maybe some day they'll start stop making strategic blunders and start differentiating themselves. That will mean still more upside.

Sold a lot of my SEBL at $43. It's doing great in the stock market but I do hear about customer dissatisfaction (Compaq, Cisco, etc). Sooner or later their valuation is going to come down to earth. Still , front office is looking like one of the few places to be invested in enterprise software.
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