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

To: Trader Dave who wrote (1381)12/10/1997 12:14:00 PM
From: seth thomas  Read Replies (2) | Respond to of 3033
 
Track record is the VNTV grows by well over 40% annually. Market is still barely touched, and is growing. VNTV has a leading product, and is well managed.

VNTV has separated from the pack - don't you get it? They are already 50% bigger (revenue) then SCOP and CLFY. Will keep pulling ahead.

Agree - ORCL problems will ease hiring challenges - good for VNTV.

Y2K: I read an article about Merrill Lynch IT dept. a few weeks ago in the NY Times. something like $300 MM is being spent on Y2K problem between now and 2000. Sounds like a lot - until you read that their IT budget over the same period will be $3 billion!



To: Trader Dave who wrote (1381)12/10/1997 12:15:00 PM
From: Melissa McAuliffe  Respond to of 3033
 
TD, Thanks for yourresponse. <<Although internal IS may not have the staff to deploy customer automation systems, if the company views the applications as strategic, they'll turn to outside vendors for support.>>I agree with this IF they can find available people who aren't already gainfully employed implementing these other systems. From what I hear it's not so easy to find quality external resources these days.
Melissa


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