Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: 45bday who wrote (2740)	1/28/1999 11:21:00 AM
From: Trader Dave	Read Replies (1) \| Respond to of 3033

A reasonable perspective. The front office space may well be able to weather the y2k storm from a fundamental perspective. Longer term, it's almost as important as e-commerce. I still think we're in for a bumpy ride in 1999. That said, I own positions in all three vendors, but with very different weightings. I almost sold my vntv options position last night, thinking that this euphoria was premature. remembering back to Clarify's recovery, the stock (and the company) had several fits and starts on its way to recovering business momentum. If Front office is a good market and vantive management can fix things, there will be just as much upside after the evidence is in as upside post dead cat bounce. (Translation: if this thing works, it'll go from $18 to $45 just as easily as it bounced from $8 to $13, but with less risk.) In this frothy market, I think there's time to wait and see. td

To: 45bday who wrote (2740)	1/29/1999 1:39:00 AM
From: P314159d	Read Replies (1) \| Respond to of 3033

i think you will have little time to make big profit at 12 3/4. i see move to $10 support, but maybe I just have wishful thinking, since I am currently rather light now. this one performed like clockwork for last year disasters, but like most may have some retesting to do. I think Trader Dave has the right idea, check out CLFY 98 price action. this one will trade for awhile. But it has turned for the good after a year. VNTV mkt cap is cheap and that is theme of these recovery stocks.