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

To: seth thomas who wrote (1873)	4/20/1998 10:17:00 AM
From: Clam Clam	Respond to of 3033

I meant the comparison only to relate to the mud-slinging going on right now. Tom said a little while back that he learned about how distracted a firm can get from its goals by engaging in mud-slinging and that was something he was going to avoid at Siebel Systems. Well Tom, it took you all of a few months to forget about that one.

To: seth thomas who wrote (1873)	4/20/1998 11:58:00 AM
From: investorgal	Read Replies (1) \| Respond to of 3033

Steven, >>I completely agree with Clam's assessment in his last post except for the ORCL/IFMX comment. I took this to mean the 95-97 timeframe when Phil decided to go toe-to-toe with Larry Ellison. Big mistake. He should have kept quiet. >>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. You bet. BTW, IFMX never did $900MM in revenue. But that's a nit. I'm also wondering whether John L is upset enough with Tom S to put aside his conservative backlog approach and just decide to blow the numbers out for the Q1 98 qtr. Next week will be very interesting. Cheers.