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

To: Konehead who wrote (2109)	6/29/1998 12:32:00 PM
From: Trader Dave	Read Replies (2) \| Respond to of 3033

Konehead, your analysis is a plausible outcome. However, now that Vantive management has set up a direct comparison to sebl and gone after the sfa business with the rather silly claims that they've "passed sebl" in sfa sales, (units not revenues) vantive's results no matter how acceptable will be weak compared to sebl. Sebl revenues will likely be nearly 2x vantive and have a higher growth rate, how will institutional investors unable to really distinguish between sebl's sfa core and vantive's CIS strength get excited about vantive stock? Are there any real catalysts in an environment with a "winner take all' view of the world that could get vantive moving? (Besides a buyout?) TD