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


To: Melissa McAuliffe who wrote (1846)4/17/1998 10:20:00 AM
From: Shege Dambanza  Read Replies (1) | Respond to of 3033
 
I guess it takes one 'objective' person to recognize another.



To: Melissa McAuliffe who wrote (1846)4/17/1998 10:24:00 AM
From: seth thomas  Read Replies (2) | Respond to of 3033
 
Yeah, well, I just see SEBL is down 1 1/2 now - it's down about 3 from where it was just a couple of days ago. That's about as objective as it gets.

I do think Tom is making some serious strategic mistakes - my biased personal opinion. Time will tell. I also think Luongo is playing it much better - steady execution, quarter by quarter, without the games.

I think this SCOP/SEBL situation will blow up next quarter - you could see SEBL at 20, easily. and the reason it aggravates me is that it's dragging down VNTV by sector association.