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

To: David R. Doerr who wrote (2416)	8/26/1998 10:51:00 AM
From: Melissa McAuliffe	Read Replies (1) \| Respond to of 3033

Do you have any particulars about this deal? i.e. what did csco license from vntv?

To: David R. Doerr who wrote (2416)	8/27/1998 8:37:00 AM
From: TheRainmaker	Respond to of 3033

Thats a great win..Now lets see some movement.. Take care..

To: David R. Doerr who wrote (2416)	8/28/1998 9:03:00 PM
From: Wait a minute!	Read Replies (1) \| Respond to of 3033

David, TD, Melissa, Tim, etc. Instead of focusing on a specific deal (Cisco is big but..) it seems that Vantive just announced a significant strategy move which was picked up in the following announcement/article: biz.yahoo.com news.com Assuming they are able to deliver on the ERP Quick Connect for the major ERP players, the questions for you all are: 1) Will off the shelf integrations to SAP, PeopleSoft and Oracle help reduce the ERP threat to the Front-Office space? 2) Will these integrations give Vantive a significant advantage over its traditional competitors like Siebel, Clarify, etc. If the group's consensus is: Yes to both questions - Vantive price is solely based on execution, if done well, they will become the gorilla of the front office. Buy Now! No to the first, yes to the second - Same as above, but within a year they will be overtaken by SAP and Oracle. Hold and wait for an opportunity to sell! Yes to the first, no to the second - The Front office will continue as a seperate entity from ERP due to its individual complexity. Siebel, Vantive, and Clarify become analogous to SAP, Oracle, and PeopleSoft. Buy! No to both - Given that everyone's functionality is similar, ultimately the game goes to the vendor with the broadest solution ala Microsoft Office. Sell all front-office vendors! WAM