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

To: seth thomas who wrote (1766)	4/3/1998 12:08:00 PM
From: Trader Dave	Read Replies (2) \| Respond to of 3033

Steve, Steve.... Am I detecting irrational exuberance? I though we saved that for melissa (et al) and the sebl thread? (Sorry melissa, but I think the problems are brewing for sebl later in the year.) Let's talk valuation --- $0.80 to $0.90 this year, $1.15 to $1.30 next year. $1.80 to $2.00 in CY 2000. Great growth, great company, solid competitive position. the question is, can they develop the visibility to continue preventing a missed quarter? if so, and lucent, eds, hboc, and psft partnerhsips add visibility then I think we can target a 35 plus multiple. that would get us to $70 in a year, if we have fabulous execution and we can avoid the phrase "back end loading" death to the hockey stick! TD