Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Trader Dave who wrote (1479)	1/22/1998 9:43:00 PM
From: Clam Clam	Read Replies (3) \| Respond to of 3033

30x for a company that just grew 80%? The nice thing about VNTV is that they have multiple products to take turns getting hot. Did you hear Tom Siebel fail to answer the question on whether they sold any support modules standalone? I've heard from a number of sources that support is tougher to do than SFA (want to chime in anybody? Kevin?). VNTV is gaining share, earnings growth is accelerating and they trade at a big discount to the average C/S stock. Baan trades at 90x current year earnings for god sakes. I think $36 is where it should trade now (after the report). If Chuck upgrades it, we will go there soon. If VNTV keeps it up, I think this stock can double in 18 months.