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

To: Melissa McAuliffe who wrote (1759)	3/31/1998 3:29:00 PM
From: Trader Dave	Read Replies (1) \| Respond to of 3033

Couple of comments: More than a few people have commented to me that the relationship between psft and vntv has not developed as hoped. PSFT still has a long way to go in manufacturing, can they really handle another major strategic direction addition at this point? VNTV's run up in recent weeks is justified based on the changing psychology of the investment community, seeking a place to move their portfolio's away from the death battles of generic pc's. Remember the company just had it's first analyst meeting in early march. the stock is trading at 30x 1999 estimates which is certainly fair given the company's growth prospects and position. TD