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

To: investorgal who wrote (1875)	4/20/1998 12:16:00 PM
From: Trader Dave	Read Replies (1) \| Respond to of 3033

I think Luongo doesn't want to get into Tom's game, I'm hopeful that he'll continue to build more confidence and visibility as opposed to blowing out the numbers. Vantive can be more aggressive and end up the winner just by sticking to its business and being the "class act" of the field. Market share in the applications business is much different than at the database/enabler level. Vantive may do very well with their integrated approach and may even be able to hold its own in SFA with Tom over time. I think that SFA success will take time for Vantive to build versus the SEBL machine. TD