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


To: Techart8 who wrote (1880)4/20/1998 3:55:00 PM
From: Shege Dambanza  Read Replies (1) | Respond to of 3033
 
Yeah, what about them?



To: Techart8 who wrote (1880)4/20/1998 3:57:00 PM
From: Clam Clam  Read Replies (1) | Respond to of 3033
 
Let's quit it with the PSFT takeover rumors. VNTV is going up do to fundamental strength in the business. Growing market share in SFA and leadership position in other front-office segments. Even at today's price of $39, VNTV trades at less than 5x fwd 12-mo revenues relative to SEBL's 10x multiple (probably more like 7-8x, assuming they continue to beat estimates).



To: Techart8 who wrote (1880)4/20/1998 4:02:00 PM
From: Clam Clam  Read Replies (1) | Respond to of 3033
 
There might be an acquisition but it will not be by Peoplesoft. Of everybody involved in ERP, PSFT is the least interested in the front-office.