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Technology Stocks : Vantive Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Yamphung K. Lee who wrote (2987)	7/7/1999 11:27:00 AM
From: seth thomas	Read Replies (1) \| Respond to of 3033

Perhaps we listened to a different conference call, or read a different press release. This management team has been in place for about 60 - 90 days. How do you mean "the second management team that botched it?" Luongo was there for many years. You have to figure this is the write-off/clean up quarter. Second of all, they stated 40 new customers this quarter - about 3/week. They also stated competitive wins. Not bad in the midst of everything in that company. High level of customer satisfaction in existing and new clients. There are definitely challenges and issues with this company, but not all gloom and doom. Tom Thomas is strong with execution - sounds like that's most of their problem.

To: Yamphung K. Lee who wrote (2987)	7/12/1999 12:05:00 AM
From: P314159d	Read Replies (1) \| Respond to of 3033

>>Word on the street is that they are nowhere to be found competitively and Siebel and Clarify are dominating this segment. Since you have access that us "other working folk" do not.... Please Expound. I see no WS reaction that VNTV is dead, instead they bid up the stock when they should have bid it down. Somebody here had it right ( sorry I forgot the handle), that Quantum effect was in full effect, should've known better. I own PRMS which had just tanked minimally on such bad news, so I should have known better. I guess VNTV can move near term but i have to worry about next year if I put up more than a simple trade this time.