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

To: seth thomas who wrote (2339)	7/9/1998 10:52:00 AM
From: David R. Doerr	Read Replies (1) \| Respond to of 3033

Steven, I'm on your side of the fence. I truly do think JJ (I like that name!) coming back and running sales is going to really help. Your post starting with "look" leads me to believe you thought I was joking. I'm long VNTV at 16 and change and may lower my costs basis at some point.

To: seth thomas who wrote (2339)	7/9/1998 11:44:00 AM
From: tom furr	Respond to of 3033

This, along with David's response, sounds like the most reasonable and logical explanation to date. The market has, as usual, overreacted to the situation and thus it seems like a good buying opportunity. VNTV does not do $35.5-$37.5 mil. in sales a quarter without being a solid company with good applications. Don't get me wrong there needs to be some adjustments made but to say it is all over simply does not make sense to me. From the volume and increase today it looks like the market is starting to wake up to the very facts you pointed out. Let now see how the VNTV team turns this situation around. Tom