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

To: cis man who wrote (2319)	7/8/1998 3:55:00 PM
From: Trader Dave	Read Replies (1) \| Respond to of 3033

I have to disagree about vantive's power over clarify, even 6 months ago. Clarify, even after its stumble has continued growing license revenues at a healthy pace and has significant competitive advantages in the field service and dispatch arena. Their products have never been considered inferior to vantive, just their marketing since the company was run by a founding engineer. That said, on a direct head to head basis, clfy has OUTSOLD vantive over the last three quarters in license revenues, prior to the june blow up. Even including eds and lucent this quarter, clfy will put up larger license revenues than vntv. CLFY has been dealing with its execution stumble for a year, has a refreshed product line and a vastly strengthened management team. I'm tired of the thread's conviction that clfy is such a second rate company. TD