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


To: seth thomas who wrote (1749)3/31/1998 10:31:00 AM
From: Trader Dave  Read Replies (1) | Respond to of 3033
 
CLFY - No institutional ownership, New CEO, new product cycle, revamped and ramped up sales force, strength in field service, high barriers to entry in the space and an attractive takeover candidate, facing strong demand. Short term execution is an issue - but they've done pretty well lately. kevin rose just has to make sure he gets his long delayed traveller product out by june as promised.

seems reasonable to me. Per the gorilla game - applications don't have market dominating beasts the way the enabling layers do.

TD



To: seth thomas who wrote (1749)3/31/1998 10:42:00 AM
From: Melissa McAuliffe  Respond to of 3033
 
Our messages must have been crossing simultaneously.
Melissa