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

To: Melissa McAuliffe who wrote (1745)	3/30/1998 2:29:00 PM
From: Trader Dave	Respond to of 3033

To paraphrase Warren Buffet: "Rising stock prices are only good news if you are planning to sell in the short term." I am never a fan of irrational exuberance - the higher it goes the further it falls. What i would hate to see is such a dramatic decline that the individual investor gets spooked by the market. I'll quote myself: "The boomers haven't been busted" That worries me. For that matter, EVERYTHING worries me. :-)

To: Melissa McAuliffe who wrote (1745)	3/31/1998 10:25:00 AM
From: seth thomas	Read Replies (2) \| Respond to of 3033

Sorry Melissa - you lose. :) Looks like VNTV hit 37 before SEBL. Actually, they are both doing so well, and it was a pretty close race - a meaningless difference, except for a little fun and ego. did you buy those april 35 calls on my recommendation? Last week they were at 1 - today they are 3 1/4. I think we'll see VNTV run up to just under 40 this week or early next - probably a little threshold there and will hold until numbers come out. Certainly building a strong base at 35+. As regards SEBL - my guess is that this quarter will be fine - lots of momentum, etc. And that stock will run up some more. But, about 2 months from now, it could be time to short - the track record of tech companies and software companies who have had such a major merger is that it takes them several quarters to get it together - there is often one or two really bad quarters. The next question - what do you folks think about picking up some CLFY? That stock is now a lagard, given the run-ups in VNTV and SEBL/SCOP. IF they make any money at all, maybe you could see 20?