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

To: Muthian George who wrote (2321)	7/8/1998 4:20:00 PM
From: Trader Dave	Read Replies (2) \| Respond to of 3033

I can't tell, but i doubt it will be within the next few quarters. sales execution and strategic problems usually take at least 6 to 9 months to fix, but if the street has been burned it can take a year or more for the stock to gain credibility again. I felt there was something wrong with the strategy of comparing the company to sebl, i got spooked out of the stock based on my feelings about the failure of that comparison (thank goodness) not on any inkling about the quarter. All of the checking i did indicated it was close. I suspect they needed that nextel deal more than I thought. The decision one and airtouch deals weren't that close. Claudia Mott, the Prudential small caps analyst did a study of "dead cat bounce plays" and she concluded that stocks that blow up like this usually UNDERPERFORM the market for 9 to 18 months. It sure cured me of the dead cat bounce game. The stock will be valued preposterously, but that can last for a painfully long time. Some of the buyout speculation on the thread is hopeful more than rational. The candidates that are possible include: Oracle - especially because larry's not equipped to run the apps division and John is. Maybe CA, but that would be a stretch. No way on network associates, they're trying to become the gorilla in the security industry, not apps. PSFT is a modest possibility, Frankly, baanf could try, but I don't see the urgency for anyone other than oracle. I have stuck with my fair share of meltdowns, right now i regret it. There's still room for more selling, why would anyone buy the stock now other than for takeover speculation? TD