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

To: Shege Dambanza who wrote (1483)	1/23/1998 10:24:00 AM
From: Clam Clam	Respond to of 3033

Was that a technical question you asked me? Come on Shege, I just throw stuff like that around for fun. From an investment standpoint, I don't even care. I just care that companies sell their product.

To: Shege Dambanza who wrote (1483)	1/23/1998 11:18:00 AM
From: Amsterdam	Respond to of 3033

I am one who believes that support is tougher to do than SFA. It will be easier IMO for VNTV to enter the SFA space than for SEBL to enter the support market. Having said that I am somewhat surprised by the continous comparison of SEBL and VNTV. Sure, on a macro level much of it makes sense, but below that SEBL and VNTV target very different sweet spots in the market and both of them can grow enormously without competing head to head much at all. Ask a VNTV salesman who they compete against the most and I'll bet the answer will be SCOP, CLFY, and the 2nd tier support packages. The support market has a number of substantial submarkets all of which have good growth potential. VNTV has what it takes to dominate these markets, has done so, and will continue to do so. They are taking market share from SCOP and CLFY and will force consolidation in the support market. If they're also able to extend their growth into SFA then that's gravy in my view rather than determinate of their future success. I can't understand why this stock isn't rewarded more for the strong and consistent performance of the company.