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

To: Lizzie Tudor who wrote (2239)	7/6/1998 5:39:00 PM
From: Konehead	Read Replies (2) \| Respond to of 3033

Too many data points have become available to believe this is an execution problem. If it were just CLFY, or just SCOP, etc. I could still believe it's execution. The fact is that all three companies have hit their inflection points on growth. The CIS market had a shorter period in its "hyper-growth" phase than people thought would be the case. Now you've still got a robust, growing market for customer support software & services, with specific needs for various industries and functions (e.g. call centers vs. software support, etc.), but not a market that allows the largest cross-industry players to grow at 100%. When Vantive settles down, I'm buying more if it is still this low. IMO Luongo is a very good CEO and brilliant sales executive. Look how much longer he was able to sustain Vantive growth than the other 2.