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

To: Diogeron who wrote (3029)	12/9/1999 2:00:00 AM
From: P314159d	Read Replies (1) \| Respond to of 3033

Ok being away awhile leads to a clearer head. Or STUPIDO, I dunno. But I have reviewed the past two months posts and think past VNTV hopeless hopers should consider this. prospect. PSFT had no choice but to go after the best choice at number 3 which is not that bad off from higher ground. That is if you consider the CRM estimates for future growth. The business will grow more in the next few years in size than it already is today. Thus more biz is to be won than has already been won by the largest competetitor SEBL. That leaves a huge mkt opp. to the trailers. NT buying CLFY? Don't see that as a positive. Kinda like Apple buying an ADC, no synergy. Remember VNTV can't make it on its own the way it spent RD $. That is why the qtrs sucked. Fold it into a sw house where the costs are spread out better and you got prospects. If they can merge the products and keep costs in check, I think the combo can be formidable. As cheap PSFT is, I can bet on that, or they go by the wayside to even a bigger fish. sounds like PSFT sees 35 in a year.