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

To: Trader Dave who wrote (2223)	7/6/1998 4:21:00 PM
From: still learning	Respond to of 3033

Where did you see this? Please post details.

To: Trader Dave who wrote (2223)	7/6/1998 4:24:00 PM
From: Amsterdam	Read Replies (1) \| Respond to of 3033

I don't get it? How can they make a prediction about second half revenues at this point. A few months ago they're talking about the growth of the front office market and their position to grow with it. Now they're making a prediction that they're going to have flat revenue growth in a market growing 40%/year. Vantive has Mr. Magoo vision.

To: Trader Dave who wrote (2223)	7/6/1998 4:30:00 PM
From: Medisco	Read Replies (1) \| Respond to of 3033

First, the revenue for the second half will be 20% higher compare to the same period 1997. Second, After market 16:10:23 trade VNTV traded 7600 shares @ $15.50

To: Trader Dave who wrote (2223)	7/6/1998 4:40:00 PM
From: Konehead	Read Replies (1) \| Respond to of 3033

TD, You must have mis-typed! Press release said 2nd half revenues rising 20% year over year. Luongo would be prudent to be low-balling his estimate. My guess is that most likely growth rate is 40% or so. This is consistent with 40-50% overall growth in customer service automation market. It's not a "hypergrowth" market, as validated by VNTV, SCOP, and CLFY experiences in the last year. I don't believe it really comes down to execution issues at VNTV, contrary to the explanation offered. Still, 40% growth (assuming it can be achieved) is not bad. The question is how long can it go. I believe this market will continue to see this kind of growth over the long-term. And enterprise sales productivity/ relationship management has many more quarters to go at 100%+ before hitting inflection point.