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

To: seth thomas who wrote (1933)	4/29/1998 5:43:00 PM
From: Rick	Respond to of 3033

Looks solid to me. Pure speculation on my part, but there probably was little incentive to be aggressive on the rev/earnings recognition - need some reserve for 2nd quarter protection. With Vantive World user meeting in June, they probably want to prepare for an excellent meeting (product announcements, etc.) and then deliver great 2nd quarter earnings. Long term investors would rather see a consistent stream of positive good news, than dramatic news here and there. Just some gut feel thoughts. Anyway, does anyone have any info from the conference call ? Rick.