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

To: Clam Clam who wrote (1771)4/3/1998 1:01:00 PM
From: Amsterdam  Read Replies (1) | Respond to of 3033
 
Off topic AFCI
"How about 100% growers at 45x earnings?"

Looks like it's closer to 75x earnings? Are you a buyer at these levels?



To: Clam Clam who wrote (1771)4/3/1998 1:08:00 PM
From: Trader Dave  Respond to of 3033
 
it's easier to grow at those kind of rates when implementations are easier. i don't know afci that well, but I think vantive needs a leveraged channel to limit dependance on the high touch lengthy selling cycle to sustain these kind of growth rates safely. that's why i like arbor through these valuations, the ibm, psft, itwo et al can add a lot of distribution horsepower with moderate "back end loading"


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