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

To: seth thomas who wrote (1646)	3/6/1998 9:26:00 PM
From: Shege Dambanza	Read Replies (2) \| Respond to of 3033

I hear some of this was actually made public at the DCI SFA show in Chicago. Sources tell me that Vantive's giveaway t-shirts had the logos/names of Vantive, Renaissance and Trilogy emblazoned on them. Sources also tell me that Trilogy is rumored to be backing out of the sales configuration business, choosing instead to focus on sales operations such as sales commissions management. I believe Vantive is also hooked up with Calico, an erstwhile Trilogy competitor.

To: seth thomas who wrote (1646)	3/7/1998 8:38:00 PM
From: Amsterdam	Read Replies (1) \| Respond to of 3033

I thought VNTV already has one with Trilogy? They've shared booth space at trade shows etc, so this just seems to be a reemphasis. VNTV also had one with Calico, but I think Calico is really tanking. Trilogy partners with a lot of people so it's difficult to know if they're serious or not. Perhaps it's more of marriage by elimination now that Aurum has Beologic and Antalys, and Siebel goes it alone. I'd love to see a merger but doubt it since Trilogy is still private. From what I hear Trilogy has a revenue per employee of $400K and would probably have a market cap larger than VNTV if they went public.

To: seth thomas who wrote (1646)	3/10/1998 5:55:00 PM
From: Trader Dave	Read Replies (1) \| Respond to of 3033

Early feedback from the analyst meeting sounds strong. We'll see lots of analyst comments tomorrow so I'll count on the thread to post some links. Tone of the meeting sounds like business looks strong and the company is positioned to be a major player in this market segment. Luongo talked about being the largest enterprise software company in the world in ten years noting that there are 8 million sales people and 9 million filed service people world wide which way outdistances the erp seat potential. (Ambitious, but I can see where he's coming from. It will be a fun ride if he even starts heading in that direction :-) ) Lots of discussion on Knowledge Enabled Selling which actually seems to have substance behind the slick demo. Discussion of customer bill of rights and focus on open customer referencing - could be very interesting way to find out the sales/deployment/ROI figures. Spoke about re-humanizing business - using CIS systems to maximize the human contact that customers have with an organization. Clever concept. RE sebl/SCOP merger: one way to handle the technology integration issues would be to kill the scopus product. it would solve the technology problems, but i would hate to be the sebl rep selling to a scopus customer after that. Nice advance warning on Trilogy steve, T-shirts from Chicago show confirmed it. Trilogy partnership looks quite substantive. It looks like the stock may test last year's highs before really getting going. If the stock can stay steady at these levels, the next few months should be quite fun. TD