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Technology Stocks : BroadVision (BVSN)
BVSN 4.410-0.5%May 18 5:00 PM EST

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To: PeterR1700 who wrote (1643)7/26/1999 10:21:00 PM
From: David R. Doerr  Read Replies (1) of 3773
 
Listened to the replay of the cc on my commute home. Another great quarter, I see no reason to sell. Nice wins at Home Depot & Walmart. Revenue mix was as expected, margins are still strong. Talked a lot about their alliance with HP. I listened to about 4 questions after the presentation, so I don't know if anything of substance was brought up after that. I am staying in the stock, forget trying to time this monster.
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