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

To: Trader Dave who wrote (1683)3/11/1998 5:56:00 PM
From: Konehead  Respond to of 3033
 
Hey, nice piece. Are you guys going to quit your day jobs and go to work at Barron's?

I agree with *almost* everything you said, except I wonder if the ROI from support automation is really as tangible as you say. I also question whether Vantive's slower ramp (and the support market in general) compared to SFA is because of the "mission critical" nature of support. I agree that support is "mission critical," but how does that lead to a slower ramp? I think you are implying that the technical hurdles are higher in support than in SFA; however, isn't the asynchronous replication in SFA a darn tough technical challenge, tougher probably than providing 24x7 availability?



To: Trader Dave who wrote (1683)3/12/1998 12:10:00 AM
From: Stewart M. Swenson  Read Replies (1) | Respond to of 3033
 
What is PSFT's plan for the front office market? TD says:

<<Of late a number of other large software
companies, primarily vendors of so-called 'Back Office' applications, have
expressed an interest in this market segment. Of note are Oracle (ORCL),
SAP (SAPHY) and Baan (BAANF). The latter purchased Aurum about a
year ago and so could be considered a member of the top tier.>>


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