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

To: Will Cunningham who wrote (1402)	12/15/1997 4:15:00 PM
From: Clam Clam	Read Replies (1) \| Respond to of 3033

Don't know much about it but this should not be a surprise. SAP has been working with them and I remember analysts discussing the relationship before. You have to wonder when Peoplesoft decides it needs to take a stand on CIS. I sure hope they don't buy Onyx or some other company (i.e., Saratoga, SalesKit, SalesBook, Foresight, Metrix, Foresight etc...) like they did with Red Pepper in manufacturing planning. Vantive seems confident in their quarter and they have big opportunities in customer support, field service and SFA in 1998. However, the quarter has 2 weeks left and these two weeks are nail-biting time. Vantive seems to simultaneously be on the brink of gaining critical mass (and deserving of a big market cap) and going the way of the other dogmeat companies in this sector (Hi Kevin).

To: Will Cunningham who wrote (1402)	12/15/1997 4:49:00 PM
From: Amsterdam	Read Replies (1) \| Respond to of 3033

SAP's response to Baan buying Aurum. The CIS market is starting to consolidate. K&V is one of the few good European based CIS vendors. They had been specializing in SAP accounts partly because they are based in Germany, and they have a lot of SAP reference accounts. Mediocre by comparison with Sebl, VNTV, Aurm. From what I hear SAP wants to have their own CIS system, rather than pay a lot of money for SEBL, and is essentially using K&V to write one for them since SAP doesn't have much domain experience in CIS. Baan has the lead here, IMO, because they bought Aurm, and had previously bought Matrix the leading Dutch CIS vendor, and have additionally purchased Antalys (Boulder CO)and Beologic (Denmark) for the configuration business. Baan also purchased Scop software for their own use in customer support, so it's not inconceiveable that they may take a look at a Scop acquisition as well since their market cap has dropped so much lately. The new COO at Scop use to run SAP America so he may convince SAP to take a look at Scop/CWC as well. VNTV and SEBL are leaders in their market but perhaps too expensive for an acquisition. The conventional wisdom is that VNTV would link up with PSFT, SEBL goes it alone, and SCOP and CLFY are ripe for a big ERP partner.