| Message | Subject | Recs | Date/Time (ET) |
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CLFY bought by NORTEL for $2.1 BB - $68/share.
I wonder if this will drive V | Vantive Corporation | | 10/18/1999 07:29:00 PM |
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I think I saw $68/share for Nortel buyout - CLFY at $45.
congrats to CLFY ho | Clarify - upside to EPS | | 10/18/1999 06:25:00 PM |
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>> Too soon to call the merger a failure?????
It hasn't even happened yet!!! | Vantive Corporation | | 10/17/1999 02:00:00 PM |
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It's a lot safer for the analysts to take no risks, then to make a recommendati | PSFT - 1999: The "Make-It-or-Break | | 10/13/1999 09:36:00 AM |
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Perhaps we listened to a different conference call, or read a different press r | Vantive Corporation | | 07/07/1999 11:27:00 AM |
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Not correct. 1Q99 was 44.8 MM. If VNTV shows 47 MM, there sequential growth. | Vantive Corporation | | 07/07/1999 08:09:00 AM |
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Actually, I do think solution was somewhat kidding, but I suspect that he perce | Vantive Corporation | | 06/06/1999 09:52:00 AM |
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Hey, wait a minute!
I never told Solution he wasn't hireable. I told him th | Vantive Corporation | | 06/05/1999 09:11:00 PM |
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And how my own eternal optimism greatly affects your life is...?
Gee, try b | Clarify - upside to EPS | | 06/03/1999 09:21:00 AM |
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Hmmm - not sure why you seemed to have taken my question so personally.
CLFY | Clarify - upside to EPS | | 06/02/1999 08:51:00 AM |
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Has the feel of someone really interesting in buying the company - big volume, | Clarify - upside to EPS | | 05/29/1999 09:25:00 AM |
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www.milberg.com is hosting a form to request IFMX settlement information. There | IFMX - Investment Discussion | | 05/29/1999 09:21:00 AM |
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My guess is that now that a settlement has been reached, there will be another | IFMX - Investment Discussion | | 05/27/1999 05:57:00 PM |
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If this info is correct, I find it unbelievable that Phil, the CFO and the VP-S | IFMX - Investment Discussion | | 05/26/1999 07:58:00 PM |
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why down 2.5?
| PEGA - Pegasystems | | 05/25/1999 02:25:00 PM |
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RE: Ellison claiming he killed SYBS,IFMX, PSFT. Last I looked, Sybase, IFMX and | Siebel Systems (SEBL) - strong buy? | | 05/25/1999 08:20:00 AM |
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Eh?
Stock up 50% in 2 days in a down market, then goes back about 12% from | Vantive Corporation | | 05/25/1999 08:14:00 AM |
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a lot more than eps is driving stocks these days - it's the potential and possi | Vantive Corporation | | 05/23/1999 12:18:00 PM |
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IBM is motivated to help recommend and sell VNTV into the IBM customer base; th | Vantive Corporation | | 05/21/1999 09:55:00 PM |
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Whoa! what was that all about? Up 33% today?
The new CEO, Tom Thomas is im | Vantive Corporation | | 05/20/1999 05:17:00 PM |
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Yes, Melissa, given that the calls happened 1/2 year ago, and I must get 100 so | Vantive Corporation | | 05/11/1999 09:58:00 AM |
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Yeah, well, now that you bring it up, I've been cold called three times at my c | Vantive Corporation | | 05/10/1999 08:10:00 PM |
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Now you are being silly - a million dollar order is pretty good, especially in | Vantive Corporation | | 05/09/1999 11:06:00 AM |
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so, that's a reasonable deal - sounds like more license upside, and maybe $200K | Vantive Corporation | | 05/03/1999 06:58:00 PM |
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How much is ongoing maintenance (say over 3 year planning horizon), professiona | Vantive Corporation | | 05/02/1999 07:02:00 PM |
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Yeah, the reason I post those public takeover thoughts is to see who else takes | Vantive Corporation | | 04/27/1999 09:42:00 AM |
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It's difficult to imagine that someone somewhere won't want to pick up VNTV. Th | Vantive Corporation | | 04/26/1999 08:40:00 AM |
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Yes, I"m wrong.
No, I"m not in hiding - just too busy to spend time on this | Vantive Corporation | | 04/25/1999 03:57:00 PM |
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Dave - what does "hearing strange things out there" mean?
Totally agree that | Siebel Systems (SEBL) - strong buy? | | 04/08/1999 10:29:00 AM |
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IT's possible that in the earlier years, he did really well. Note the use of " | ROSS SYSTEMS a turnaround? | | 04/02/1999 09:52:00 AM |
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Someone on the Yahoo boards evidently thinks I"m using an alias of "vantive rul | Siebel Systems (SEBL) - strong buy? | | 03/26/1999 12:15:00 PM |
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You're joking, right? (about $20 - $30 MM as VNTV revenue)
| Siebel Systems (SEBL) - strong buy? | | 03/24/1999 09:49:00 AM |
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Good one.
BTW, I made a minor error - SEBL ad budget is reported to be $20 - | Siebel Systems (SEBL) - strong buy? | | 03/23/1999 10:16:00 AM |
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Hey - anyone catch the SEBL ad on the Oscars last night?
It was on right bef | Siebel Systems (SEBL) - strong buy? | | 03/22/1999 10:15:00 AM |
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Hey Pi:
I never said sales reps not using SFA was a good thing - I just was | Vantive Corporation | | 03/22/1999 10:14:00 AM |
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The ol' Super Bowl Controversy - revisited?
For what it's worth in the threa | Siebel Systems (SEBL) - strong buy? | | 03/21/1999 09:44:00 AM |
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In this context, the Internet is a communications tool, not a sales mechanism f | Vantive Corporation | | 03/21/1999 09:36:00 AM |
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Excellent post, Lee. I agree with all that you said. It is an extremely hard s | Vantive Corporation | | 03/19/1999 10:17:00 AM |
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Too bad you bought at 29. You might see 25 before 30.
Looks like nearly eve | Oracle Corporation (ORCL) | | 03/12/1999 11:24:00 AM |
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If Larry really does have 600 developers in this space - that is part of the pr | Vantive Corporation | | 03/11/1999 06:16:00 PM |
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Hey Kone - how's family life?
Drives me nuts that VNTV doesn't understand ho | Vantive Corporation | | 03/11/1999 09:46:00 AM |
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You won't see a hostile takeover - these guys have the poison pill of all poiso | Inference Corporation--Growing 100% and | | 03/09/1999 05:55:00 PM |
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Thanks Michelle - pretty exciting here, with stuff in Newsweek, Time, Forbes, A | Siebel Systems (SEBL) - strong buy? | | 03/09/1999 05:49:00 PM |
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well, i should have...
too busy on the Cybergold press tour - check out the | Siebel Systems (SEBL) - strong buy? | | 03/08/1999 05:06:00 PM |
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Well, actually, on a percentage gain basis, incredibly well. I received my VNT | Siebel Systems (SEBL) - strong buy? | | 02/26/1999 11:42:00 AM |
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Y'all?
I may just be some country bumpkin fresh off the turnip truck, but it | Siebel Systems (SEBL) - strong buy? | | 02/26/1999 10:36:00 AM |
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I'm always happy to play the nay-sayer.
Obviously VNTV screwed up very badly | Siebel Systems (SEBL) - strong buy? | | 02/25/1999 08:56:00 AM |
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Oh, come on Dave. You know I'm right on this one. The expectation was that th | Siebel Systems (SEBL) - strong buy? | | 02/24/1999 07:09:00 PM |
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Wow - what's with their marketing folks - first the Super Bowl miscue, and now | Siebel Systems (SEBL) - strong buy? | | 02/24/1999 03:56:00 PM |
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I agree that Dennis is available and candid. He also showed some good vision | ROSS SYSTEMS a turnaround? | | 02/23/1999 10:27:00 AM |
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