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: Clam Clam who wrote (1488)	1/23/1998 12:38:00 PM
From: Trader Dave	Read Replies (1) \| Respond to of 3033

Clam, Thanks for the analysis, unfortunately my mistake is based on comments from some of the sell side analysts. The question for now is what's the catalyst to get other interested investors? TD

To: Clam Clam who wrote (1488)	1/23/1998 6:07:00 PM
From: Adam Smith	Read Replies (1) \| Respond to of 3033

Clam Talked to one of the analysts on VNTV regarding the numbers. He said Income statement looked good but Balance Sheet didn't shape up. His concerns were: DSO going from low 60's to high 70's and conf. call comment that it could hit 80's-90's in future quarters. Lack of sequential growth of new license. Says it's been averaging 12MM and flat last three quarters. Says management had lots of opportunities to show confidence in the call and didn't. Says the mo players didn't get the full confidence that they did in the SEBL call. Will listen to the call this weekend. I think lots of this is BS but that's what the buzz was after the call. Agree with you that they should get bid up somewhat on SEBL's higher price. Don't know when but it should happen. Adam