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

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To: ViperChick Secret Agent 006.9 who wrote (6054)1/24/1999 9:19:00 PM
From: Smilodon  Read Replies (1) of 122087
 
I'll check my notes tomorrow and put out more detail on BVSN.

I was actually targeting it for a full report on it as a short candidate. So, we took a small position, and I took a friend in the industry to a company meeting. Clearly the company was using some scummy accounting, and they were hyping features of their product that weren't a real advantage. But, for the time being, they have a good product and have out-executed their rivals, especially in sales and marketing.

We got stopped out when BVSN ran on internet hype, but it is still on my screen.
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