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

To: Clam Clam who wrote (2034)	5/20/1998 1:42:00 PM
From: Trader Dave	Read Replies (1) \| Respond to of 3033

VNTV vs PEGA Pega is only covered by the banking analysts. Pega has a claimed position that is unique - it can act as middleware due to its mainframe functionality. The theory behind Pega's strange revenue recognition is that it creates less quarter to quarter uncertainty. Investors pay a premium for predictability and since there are no publishing analysts openly calling into question the benefits of a non-cpa math major as cfo, there aren't any active worries. There are several analysts that publish on vantive that have an openly neutral stance on the company. Vantive is being viewed as more in the thick of things. In addition, Vantive is subject to much more competitive venom. I think there's still a perception that this market is a zero sum game, Sebl wins, vantive loses. Consolidation and market share is more important than customer references and integrated product. Until investors realize that this market is huge and believe that vntv, sebl, and clfy have enough domain knowledge and expertise to hold there own against the encroachment of the backoffice guys, we'll be fighting a battle. I happen to think we're on the upward slope now. At least the investment community is getting a better look at the company with the March analyst meeting and now another meeting on the May 31st. I think we are witnessing the beginning of vantive's transition from a mid-tier to a large software company. TD