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

To: Lizzie Tudor who wrote (2404)	8/11/1998 4:18:00 PM
From: Trader Dave	Read Replies (1) \| Respond to of 3033

I know nothing about him, but I've got some sources checking. However, a good cfo is not the key to fixing strategic and execution challenges. If Vantive is a good investment, I'd rather buy the stock at $15 to $17 on it's way back up, than having to live with the fits and starts of a hoped for turnaround. The other reason to own the stock (psft/orcl) just doesn't appeal to me that much. It does seem that folks on the street get wind of this before it hits the market (remember scopus), but I don't seem to have those kind of connections. TD

To: Lizzie Tudor who wrote (2404)	8/13/1998 7:17:00 PM
From: Geof Hollingsworth	Respond to of 3033

Hi Michelle, I knew Len when he was CFO at Cadence. He joined SDA (one of the Cadence predecessors) and when the IPO got pulled, they merged into ECAD, which was already public, and re-named it Cadence. Len became CFO of the combined companies. My recollection is that he is solid, not flashy, clearly has been in the financial side of software companies in the valley for awhile. Agree with TD-this isn't where the Vantive problem lies, so his being on board will only help to the extent that it frees up management to book business.