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

To: garrick le who wrote (2715)1/26/1999 7:36:00 PM
From: aliveinsf  Respond to of 3033
 
SEBL is market leader. Hard for me to agree that there is less downside risk with a second-tier player like VNTV. I own them both, but am more comfortable with the market leader...VNTV may prove to be the better investment over the next few weeks, but two years from now $50 k today in SEBL will be worth more than $50K today in VNTV...regardless of the direction of the sector....IMHO



To: garrick le who wrote (2715)1/26/1999 7:57:00 PM
From: David R. Doerr  Read Replies (1) | Respond to of 3033
 
I would never bet against the market leader, very difficult to take that position away. SEBL execution is awesome compared to Vantive's in terms of sales and marketing. I love Vantive, but Siebel is still the HUGE player in the space.


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