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


To: Medisco who wrote (2189)7/2/1998 4:01:00 PM
From: Trader Dave  Read Replies (1) | Respond to of 3033
 
i don't want to post, but the system won't let me!!!!



To: Medisco who wrote (2189)7/2/1998 4:39:00 PM
From: Konehead  Respond to of 3033
 
Isn't Robbie Stephens analyst Eric Upin, who has been a long-time Vantive supporter. How closely tied in is Piper Jaffray?

Based on very limited anecdotes it sounds like Vantive is just growing at a slightly lower rate than some people had expected. If that is the situation, I might expect management to go ahead and report revenues that meet expectations but to offer cautionary guidance. (Pure speculation).

Unless it's a major miss, Vantive's valuation seems very attractive. Still, I'm waiting until the announcement before picking up any additional shares.