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

To: 45bday who wrote (2842)	4/1/1999 10:33:00 AM
From: Trader Dave	Respond to of 3033

Sometimes MEGA MEGA deals happen and they don't get announced. sometimes forever. it's happened at other front office companies. doubt there's much upside in the numbers, no matter how good business is. comparisons don't get easy until june, why bother to show strength now? they'd be better off building visibility.

To: 45bday who wrote (2842)	4/2/1999 11:13:00 PM
From: P314159d	Respond to of 3033

Should I be worried? with such forward statements??!! The whole 10-K is at: sec.yahoo.com "Growth rates assumed in the analysis for the Combined Revenues were based upon external market expectations for growth in the overall front office market segment at the time of the acquisition. For the year ended December 31, 1998, the Company's overall revenue growth was materially less than the growth assumed in the analysis and the Company anticipates this trend to continue based upon the current market outlook. These lowered market expectations are consistent with projections made by other vendors in the ERP and front office automation markets. As a result of the lower-than-anticipated overall growth, the Company is experiencing lower growth in Combined Revenues and receiving less return on its investment than anticipated in its analysis. Although lower-than-anticipated overall growth has had an adverse effect on the Company's results of operations, the Company believes that its investment in ICC has contributed materially to its overall revenues and earnings." It goes on with such statements for Wayfarer and has a huge list of caveats for bad investment that stretches for several pages. Much unusual for a 10-K ! Now I know they are POed at SEC for the FASB onslaught on the R&D writeoffs(which they have been exonerated from material impact), but anybody comment seriously on this? No "its just another CYA mgmt policy" crap can be kept aside,please.