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

To: Trader Dave who wrote (1819)	4/15/1998 2:51:00 PM
From: Techart8	Respond to of 3033

thanks what about earning est. and price of the stock in the near future? anyone?

To: Trader Dave who wrote (1819)	4/15/1998 2:57:00 PM
From: Clam Clam	Read Replies (1) \| Respond to of 3033

>>Moss private placement? I've been trying to figure out how to value Moss. I mean, how do you value a gorilla who has done it with stealth marketing? On Vantive, our old friend Charles is out with an earnings preview: "VNTV continues to execute well although management has been clear about a DSO increase in Q1 based on seasonality. The company continues to build momentum in SFA (sales force automation) and has a near term opportunity to exploit any uncertainty around the Siebel- Scopus combination. The Lucent distribution agreement kicked in Q1 and sales force productivity seems to be improving from what we hear although quotas are flat for this year. We are comfortable with our $0.13 estimate in the quarter on $35 million in revenues but think the earnings upside is more likely to materialize in the second half of the year when the products from the ICC acquisition, service inventory and service procurement, have been completed and integrated into the Vantive product line. Release 7.5 is on track and we expect an increase in "suite buying". About ten customers per quarter are buying an entire suite of Vantive products and we'd expect to see this number double by year-end."