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

To: Reggie A.Dale who wrote (1613)	3/2/1998 12:57:00 PM
From: Clam Clam	Read Replies (2) \| Respond to of 3033

I just can't figure out who would buy them. Peoplesoft doesn't seem interested. Oracle could but they seem to be doing their own thing. Vantive looks o.k. though on a standalone basis, at least for this year. Business is fine and they are making progress selling to non-technology companies. I don't think there is much reason to think VNTV will be a great performer over the near-term but business trends are positive and so I think it is worth an investment as part of a diversified portfolio.

To: Reggie A.Dale who wrote (1613)	3/2/1998 1:08:00 PM
From: Melissa McAuliffe	Respond to of 3033

Whatever happened to the rumor about psft buying vntv? That would make sense to me since that is going to become a more obvious hole in the psft product line as this segment moves more and more to the forefront. Of the other big 4 erp vendors, (sap, baan and orcl) it appears that psft is the only one with no definitive plans in this area. I know that previously someone commented that psft r&d had made the statement that it would be easier to develop internally. First off, I doubt that very much. Secondly, there is the issue of time to market. Anyway, just my thoughts here. In other words, this would not surprise me in the least since psft already has an established relationship with vntv. Melissa