BroadVision (BVSN) Message Board

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Technology Stocks : BroadVision (BVSN)

BVSN 4.410

-0.5%

May 18 5:00 PM EST

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To: David R. Doerr who wrote (1695)	7/12/1999 12:23:00 PM
From: Elroy	Read Replies (2) of 3773

Better shorts out there? Not sure about that. BVSN is past the "very early stage emerging growth" level, so it has to continue to solidly beat (not just meet) estimates for the next 4-6 quarters to maintain its high valuation. I don't like to short companies that are growing revenues greater than 100% year over year, no matter how overvalued they seem. That's the reason I won't short VIGN even though they seem more overvalued than BVSN. VIGN is smaller than BVSN, so it is probably going to show faster growth than BVSN for the next year. Anyway, I started harping on BVSN here to hopefully find out why the longs thought BVSN is worth $1.9 billion. I haven't heard a convincing explanation yet, so I'll stop bothering people. Elroy

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