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

To: seth thomas who wrote (2569)	10/3/1998 9:35:00 AM
From: Trader Dave	Respond to of 3033

Steve, you're awake early, unless you're on the east coast. Unfortunately, I'll have to disagree with you on reaction to the results. The stock is up on takeover speculation, plain and simple. An in-line result with mediocre expectations won't do much for the stock. If the takeover speculation melts, the stock goes with it, pure and simple. TD

To: seth thomas who wrote (2569)	10/3/1998 10:44:00 AM
From: David R. Doerr	Read Replies (1) \| Respond to of 3033

In terms of the quarter, it was my feeling coming away from the conference call that the pipeline was HUGE and had some deals that just couldn't close by second quarter. The refocusing and JJ coming in sound great, but they need to tear the ball off the cover for a couple of quarters if they want this stock to turn on their own efforts. I see from an earlier post you have some big and wonderful position at Cybergold. I signed up for their beta program it seems like eons ago and the 50 cent per impression scene just didn't do it for me at the time. I read in the standard where they are making some changes. Good luck and I wish you the best as a fellow VNTV holder.