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

To: investorgal who wrote (1872)	4/20/1998 9:57:00 AM
From: seth thomas	Read Replies (2) \| Respond to of 3033

>> If you say you are in the same league as other companies, someone may eventually believe you. Tom spent has formulative years at the heels of the master at this - Larry Ellison. Larry understood the concept of the big lie - tell enough people the same thing over and over again, and eventually people start to believe you. This is especially true in product - to-product situations, where customers struggle to develop evaluation criteria. Because there are so many variables when evaluating products, when a CEO comes in and tells them what to do: hey - that makes their life easy. I completely agree with Clam's assessment in his last post except for the ORCL/IFMX comment. Both SEBL and VNTV are led by ex-Ellison disciples. They both understand how to do it. In the early days of IFMX, we were a bunch of kids. IFMX lacked a killer edge, and didn't really understand how rough and tumble competition could be. The products were great, but marketing was really awful. It took a long time for IFMX to grasp that sheer feet on the street was critical. Both Tom and John understand marketing, competition and the need for sales infrastructure and growth. With IFMX, it wasn't ever really a fair fight. This one (SEBL/VNTV) will be much more fun. The good news is that it ain't a zero sum game. Both can win. Wouldn't you be completely happy if VNTV does what IFMX did at its peak - market cap of around $3 billion, revenue of around $900 MM? That would mean a VNTV price of around 120, give or take.