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

To: investorgal who wrote (2901)	5/10/1999 12:24:00 PM
From: Shege Dambanza	Respond to of 3033

Rubric: Interesting product, good backing, good marketing, untested exec management. Don't know big the market is, or will be. It's a good story but I'm a little uneasy about EMA as a stand-alone segment.

To: investorgal who wrote (2901)	5/10/1999 2:17:00 PM
From: eRM Solutions	Read Replies (1) \| Respond to of 3033

They are a MRM company. Vantive has no products like Rubric's. In fact Vantive and Rubric are trying to partner on some deals that I know of. They are still private and will be probably bought long before they go public. They are a very complimentary product to the ERM companies of the world and I would not be surprised if Siebel bought them. They were in discussions with Siebel about forming a marketing alliance but Tom nixed the deal. I think he wants the whole ball of wax. Remember Scopus and Siebel danced a little before Siebel finally decided buy Scopus out right. Regards John

To: investorgal who wrote (2901)	5/10/1999 9:51:00 PM
From: Mike Buckley	Respond to of 3033

Anyone ever heard of [Rubric?] Yes, it is one of the leading EMA companies. If I remember correctly, Geof Moore (principle author of Gorilla Game and a principal in the Chasm Group) is on Rubric's board. --Mike Buckley