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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 (728)	9/30/1998 3:29:00 PM
From: Edward F. Horst Jr.	Read Replies (2) of 3773

I added to my position today at these prices. I really believe in this management from their consistent performance every step up the ladder. Some journalist isn't going to change that. It would be worth management's time to consider making a more definitive statement to support shareholders. I suggest they discuss the following: [1] Interest income was displayed on the P&L. More importantly, every recent IPO has a war chest of cash which generates interest income. What's the issue? [2] the revenue recognition from the special situation is consistent with the way most all internet companies have done business. What's the issue? [3] Reinforce that business has never been better, and company firmly expect to achieve the quarter. That shouldn't be a stretch comment, since the quarter ends today. [4] Reiterate their leadership position within a growing market segment, projected to grow ____% annually to $_______B by 200? Look at the factual strengths. Who does what they do better? Who has established stronger relationships with more leadership vendors ? I'm a believer and don't expect to be disappointed! IMHO.

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