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Technology Stocks : BroadVision (BVSN)
BVSN 4.410-0.5%May 18 5:00 PM EST
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To: Wizard who wrote (2058)10/6/1999 3:11:00 PM
From: David R. Doerr  Read Replies (2) of 3773
 
Sterling said you needed to pick the leaders and stay with them. Sterling has been averaging up with BVSN, which not many people are very good at. The problem he sees with Anna is her age, other than that he said it was all good. Do the numbers on AMZN having a market cap of $200B in the next 7 years.

When do we start to worry about the earnings like Elroy and Sterling are talking about?

PS I think $325 sounds low. SEBL has a cap of $7.5B, double BVSN's as they are still with the early adopters, making it worth a $15B cap, which should equate out to something shy of $600.
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