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

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To: Dinesh who wrote (2185)10/20/1999 2:44:00 AM
From: Elroy  Read Replies (1) of 3773
 
Furthermore, the opportunity window is much shorter in the Internet arena when compared with the enterprise computing of mid-90s. No more 2-5 year projects and no more proprietary technology.

Both of those factors are a negative for BVSN, right? 2-5 year projects would be lots of recurring revenue from long term customers, right? And a lack of proprietary technology allows other entrants in easily, right? If BVSN deserves a $4 billion market cap on revenues of less than $30 million and earnings of less than $5 million (per quarter) they sure could use some multi-year projects based on a BVSN proprietary technology, don'tcha1 think?

Another issue- BVSN only has $8 million in accumulated deficit left over, so in fiscal 2000 they will have to start paying taxes. That's not going to help earnings...

Elroy
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