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


To: Trader Dave who wrote (2425)8/26/1998 2:17:00 PM
From: Melissa McAuliffe  Read Replies (1) | Respond to of 3033
 
Something interesting I've noticed is that often times people base their opinions on whether a company is having a good quarter based on hearing about a few deals or talking to a few people. ( David, I'm not saying you're doing this here but it does happen often here on SI).
In vntv's case I'm wondering what the definition of a good quarter actually is. This is a serious question,btw. Obviously it has to do with license fees vs. services, but how much do they need to have it be considered good?

It's hard to think they're having a good quarter. Somewhere I heard they've lost a lot of their more senior sales reps. Could be just a rumor, I don't know. But it seems logical to me given the situation. Has anyone else heard that?



To: Trader Dave who wrote (2425)8/26/1998 2:17:00 PM
From: David R. Doerr  Read Replies (2) | Respond to of 3033
 
How can you not like this stock at these levels? It may not pop or move for 6 months or so, but it makes good sense to start building a position. The CIS market is still wide open and just think about the middle market and the opportunities. I am putting some faith into this JJ guy as well. Turnover is a concern, no argument there.