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

To: Clam Clam who wrote (1589)	2/26/1998 10:59:00 AM
From: Amsterdam	Respond to of 3033

Good points. re: EDS, VNTV has so many large and good customers that are delighted with VNTV and VNTV products that they'll be buying more for years. They've really just tapped Europe where I hear they are winning some huge customers as well. I really don't see vntv having any earnings blow-ups or anything close for a long time. On the other hand I could see sebl as a nice short stock in about a year.

To: Clam Clam who wrote (1589)	2/26/1998 1:55:00 PM
From: Konehead	Read Replies (1) \| Respond to of 3033

Clam, Meaty post, thanks for your thoughts. However something smells a little fishy in thinking there is no catalyst except for an upgrade from Chuck Phillips. I am going on record to say that if VNTV makes its numbers well see a $40 to 45 stock by the end of the year. Just a hunch. Regarding CIS history, we'll probably need Mr. Farber's as my involvement only goes back to '93. I recall that the sales automation market was quite fragmented, you had Aurum and Brock, a host of contact mgmt. tools; in fact, the largest player was Sales Technologies which (if I recall correctly) was focused solely on pharma. It certainly did not look like an industry that was ripe for the picking. On the other hand, you had a lot of attention from the business press being paid to customer service; Davidow had just written his book on customer service; and a bunch of software veterans looking for applications to do, and having experience with customer support in the software industry, but virtually no packaged client/server apps serving that market. In retrospect, SFA doesn't look crowded now-- Siebel is the gorilla-- but back then it seemed very crowded, fragmented, and the formula for building a business was unclear.