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

To: seth thomas who wrote (2026)5/20/1998 10:31:00 AM
From: Trader Dave  Read Replies (1) | Respond to of 3033
 
An observation:

The company knew early in the March quarter that the results would be driven by strength in overseas markets. The U.S. pipeline is very strong now, but it didn't start percolating until the back half of the quarter.

The company started concentrating its efforts overseas very early in the quarter. If the investment community was made aware of this early in the process the North American results would not have been considered a disappointment.

It's more comforting to own a stock if the analysts are more aware of the nuances in a particular quarter.

TD



To: seth thomas who wrote (2026)5/20/1998 3:36:00 PM
From: Konehead  Respond to of 3033
 
Yeah- that's the guy (Lochhead). I understand he left to go to Scient, an Internet services start-up as VP marketing. I understand Scient is facing a difficult uphill battle against Viant, a larger and better-funded competitor in the same space (Internet/digital strategy, technology, & design).

Sorry for the off-subject. Just tying up the conversation on Lochhead's departure.


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