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: Mike Buckley who wrote (2866)	4/21/1999 8:11:00 AM
From: Lee L.	Read Replies (1) \| Respond to of 3033

I know that I'm tempted to buy VNTV at these levels with the hope of a buyout. This investing approach has always burned me in the past, so I've stayed away. Why a buyout makes sense. As Siebel proved again yesterday, the ERM marketplace is exploding. This space is the place to be if you're selling software. Vantive has a complete offering and has some premier customers in their install base. If I was struggling to sell my ERP wares and was having difficulty delivering an ERM product, then VNTV would look pretty tasty. Why a buyout may not happen. The best VNTV suitors either 1. are in the midst of a company crisis (PSFT, Baan, Manugistics, and on and on...), and/or 2. They've already acquired or built (ORCL, SAP, IBM, Baan). Maybe a takeover by Clarity or Remedy makes more sense. A takeover by one of these guys would be less than exciting, however. Anyone with any thoughts on a likely buyer? What are the odds of any buyout? I would give a buyout a 20% probability.