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

To: Trader Dave who wrote (1707)	3/23/1998 6:38:00 PM
From: pankaj khatri	Respond to of 3033

I wonder why it went down today, on low volume. Any reasons? or just profitaking? never went above yesterdays close. Any opinions on Cybermedia?

To: Trader Dave who wrote (1707)	3/23/1998 7:03:00 PM
From: Clam Clam	Read Replies (2) \| Respond to of 3033

>>can chuck ever put a buy rating on a direct competitor to a banking client? Well now that SCOP has been acquired the banking choice starts over again. Chuck is going to have to make a decision with Siebel/Scopus vs. Vantive. Siebel HAS finally acquired some good support R&D talent. SEBL wasn't going to win any support deals in competition with Vantive with what they had so they knew they better do something as Vantive has closed at least a portion of the gap in SFA. Chuck has consistently come up with new reasons not to like VNTV. I think he is waiting to see if VNTV builds critical mass and gains visibility. Chuck might upgrade it but DSO's will likely be up again for VNTV so unless visibility on Q2 improves substantially, he probably sticks with his neutral rating. We shall see. A key part of SEBL's hypergrowth has been to get partners financially incented to sell your product (CPQ with servers / Andersen as Andersen increasingly competes with ERP vendors in service) and to convince customers that they cannot compete without your product. Siebel has done a great job at both. Anybody from Microsoft out there lurking to tell us why you guys chose Siebel?? Support obviously wasn't important. I guess Clarify is still hanging in there at MSFT. Kev, why don't you think SEBL bought you guys?