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

To: Trader Dave who wrote (1411)12/16/1997 7:41:00 PM
From: Clam Clam  Read Replies (1) | Respond to of 3033
 
Dave, I would definitely go with DMG. Soundview is a momentum-driven bucket shop along the lines of Wessels. DMG's analysts are MUCH better. Soundview has Gartner to back 'em up but DMG's pockets are so deep they can buy all the Gartner research anyway. Also, DMG gets much better deals because of Frankie.

Shege, I am sure Gartner will continue to reccommend Siebel in SFA first but Gartner loves Vantive in all other front-office areas so I bet they will give at least token support for Vantive SFA. You sound awfully cynical with regards to Wendy's conclusions.




To: Trader Dave who wrote (1411)12/17/1997 9:05:00 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 3033
 
Is psft looking to acquire another company? Seems like theyre a little trigger happy with the acquisitions. They invested recently in Ariba for the online procurement area. At some point, it gets tough to assimilate everybody into the core technology. Of course clarify or scopus won't care about the integration issues once they get their money, but for long term psft holders, I dont know.

Michelle


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