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

To: Wizard who wrote (2781)	2/20/1999 8:33:00 AM
From: Walker	Read Replies (3) \| Respond to of 3033

Siebel does have a lot of momentum, however, their space is confined to the very large organizations. This space is becoming crowded as SAP, Oracle, and others add or buy capability. In the meantime, VNTV, ONYX and others move their products up to compete with Siebel. Siebel has done a wonderful job marketing, but their product takes a long time to install, is expensive to purchase, and is harder to use then the competition. As soon as they do not have the marketspace to themselves, their margins will start to erode. then we will see how much someone is willing to pay for their stock.