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

To: Notting Hill who wrote (1999)	5/6/1998 12:39:00 PM
From: still learning	Respond to of 3033

Only problem with SEBL is the price vs. the risk. I felt earlier that VNTV was a much better buy, but with the run-up and SEBL's retrenchment, it's a tough call. I would buy SEBL around 20, for sure below that. I think VNTV in the high 20s may be a much safer investment, tho the upside may not be as good as SEBL. I will buy SEBL when I feel it's bottomed out -- which it has not as yet (especially in light of its huge run-up late last year) I thought CLFY at 13 was a good play, since it is a reasonably likely takeover candidate. I thought about SCOP at 11-12, but didn't have the stomach to buy a company that was clearly having so many problems (Not sure CLFY is any different, but I decided to take the chance).