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Technology Stocks : BroadVision (BVSN)
BVSN 4.410-0.5%May 18 5:00 PM EST
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To: Elroy who wrote (1721)7/14/1999 11:21:00 AM
From: David R. Doerr  Read Replies (1) of 3773
 
I would buy more of the stock today if I did not have a position.

From CBS Marketplace..

But on a relative valuation basis, Inktomi is hard to swallow. Howard compared Inktomi's price-to-sales multiple to a more stable and predictable software company such as Microsoft (MSFT: news, msgs). Then there's Broadvision (BVSN: news, msgs), one of the few Net enabling companies that's profitable. Microsoft trades at some 26 times 1999 fiscal-year sales, Broadvision trades at 25 times this year's sales vs. Inktomi's 80 times this year's sales.

To be fair, Microsoft isn't the best comparison, but it's often raised as an example of a richly-priced yet proven and reliable software stock. Broadvision also has a different business model in that the company doesn't receive recurring revenue like Inktomi.
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