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


To: PeterR1700 who wrote (1610)6/24/1999 9:24:00 AM
From: ynot  Read Replies (1) | Respond to of 3773
 
orders may actually be a more telling story
full implementations may take over one year, let's say 5 quarters

NEW sales could die for 6 to 9 months before anybody notices

look for slowing of sales over this time and you will get a big whack of trailing cost probably about 1 to 2 quarters later
these types of timing issues often allow companies to show profitablity even when the market goes south

we'll see, if not this quarter October could be interesting
of cource, management could be praying that October will be a good month for internut buys on the fund side

my guess is that the fund accountants will see any such patterns, but those that may not read the financial statements looking for the pattern may not notice

this is why the stock may 'dip' very soon, and if not by next quarter

erp sales are slow...substitute BVSN and end of March is indicator;
Message 10232702
BVSN is also internut, double whammy, for now

ynot ;)



To: PeterR1700 who wrote (1610)6/27/1999 10:11:00 PM
From: David R. Doerr  Read Replies (1) | Respond to of 3773
 
Earnings should be better than expected as always.