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

To: Bald Eagle who wrote (2191)	7/2/1998 4:11:00 PM
From: Trader Dave	Read Replies (2) \| Respond to of 3033

This is pure panic. I think they had a tight quarter, but not a disaster! Given the stock activity, the company should say something shortly. if they make the numbers, some of the panic sellers will feel pretty silly. I was skeptical of much upside above $25 due to a tough comparison, but these seems ridiculous, unless it's an unmitigated disaster. I have no real conviction on what the near term outlook is. but a $400 million market cap for a $110 million trailing isn't that expensive. Even Larry Ellison could pony up the 50% premium to buy the company. TD

To: Bald Eagle who wrote (2191)	7/3/1998 12:16:00 AM
From: Johnathan C. Doe	Respond to of 3033

Wiseowl, you're getting to be like Bald over on the ADPT thread; how many losers are we all getting interested in? I really like VNTV; I've watched it for years, and it is a killer buy soon IMO. I remember SCOP getting killed and I remember watching VNTV die before only to rise up spectacularly and quickly. I'm keeping that in mind this time. The only thing is that there has been little rotation into down sectors and the advance is narrow and at a top; dangerous conditions.