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: Leeza Rodriguez who wrote (2011)	9/22/1999 7:49:00 PM
From: Elroy	Read Replies (1) of 3773

Anyone worried about BVSN's valuation up here? SEBL is also growing at an astronomical rate (License fees grew 65% last Q), does about $150mm per quarter, and has a market cap of ~$6.5 billion. BVSN is growing about 50% faster than SEBL (liscense fees grew about 90% last Q), only does about $20 million per quarter, and has a market cap of ~$3.5 billion. You're comfortable with BVSN's stock price at these levels, and would advise others to invest NOW?? I'm not saying SEBL and BVSN are remotely in the same industry area, but does BVSN's current market cap makes sense to anyone? Remember, it means that over the next 6-12 years BVSN is going to produce $3.5 in free cash flow. It would seem that competition is likely to only get tougher in BVSN's space as more and more players enter. High risk = high reward, but this one is looking riskier every day.

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