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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony,

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To: ViperChick Secret Agent 006.9 who wrote (5996)1/24/1999 12:34:00 PM
From: Chinacat  Read Replies (2) of 122087
 
BVSN: Pehong Chen the CEO seems to have a rep for setting up and running co.s then selling out. His last one (Gain Technologies) was sold to Sybase years ago. He still owns 25% of BVSN, I heard. But the market for these stocks has been driven up the the web/internet stocks like Amazon. Their business model is not like the Amazons. BVSN sells toold to build websites like Amazon, etc. So they stand to benefit from the i-net craze. Nonetheles, the price has a pretty heavy premium built in, it semms to me.

Allaire: Is being compared to BVSN even though its actually different.

Both BVSN and Allaire have SI threads. Have a look if ou have the time.

cheers
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