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


To: Stewart M. Swenson who wrote (1918)4/28/1998 11:52:00 AM
From: Trader Dave  Read Replies (1) | Respond to of 3033
 
Licenses were weak, but they did manage to pull of expense controls.

I kind of expected some trouble with scopus sales this q, but they were acceptable given the uncertainty. i don't know when the challenges show up, I'm expecting the september quarter to magnify the challenges because it's combined with the traditional summer slowdown.



To: Stewart M. Swenson who wrote (1918)4/28/1998 12:54:00 PM
From: Melissa McAuliffe  Respond to of 3033
 
<<SCOP's Q4 license revenue was up only 13%. Is this the first sign of the Siebel effect? >> This problem didn't start in Q4 and has nothing to do with the merger. Take a look at Q3 numbers. Scop was in trouble before anyone had even thought of the sebl/scop merger.