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Technology Stocks : BroadVision (BVSN) -- Ignore unavailable to you. Want to Upgrade?

To: Sir Auric Goldfinger who wrote (1571)	6/9/1999 9:34:00 PM
From: Robert L. Ray	Read Replies (1) \| Respond to of 3773

I remember reading your posts a good while back on the AENG thread. I posted there once myself and totally agree with your position on that particular stock. It smells to high heaven. However I think your dead wrong on BVSN. Normally I'm not a net stock investor. But even with the recent downturn in many of them I feel a need to dip my toe in and place at least one of them in my portfolio. I looked at dozens of them and the laughably high valuations and came to the conclusion that BVSN was a pretty good value on a comparitive basis to the rest of them. The 1st Q growth sales growth was 83%. I would hardly call that a MOment by MOment thing. It's a solid three month thing:) True, when valued by traditional measures it would appear overvalued. But so would tons of other stocks which one would have missed out on the huge rises in if one were too strict in trying to value them. Everything I see says this company is the leading company in it's niche. I went to their excellent web page which is quite extensive and read about all the businesses implementing their software and came away impressed. There's a huge number of overhyped, overblown, stocks out there..... especially in the net sector. but I truly feel you've missed the boat on this on Auric. Time will tell.