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

To: Elroy who wrote (1633)	6/30/1999 6:16:00 PM
From: David R. Doerr	Respond to of 3773

Valuing companies strictly on earnings versus growth projections would have left about 65% gains out of the portfolio thus far this year. But if you are trying to do a comparison and understand why BVSN can still go higher, go look at the ratio's of VIGN and NETP versus BVSN. BVSN is a steal compared to two supposed competitors. So I suppose you would also hate some of my other favorites based on your analysis (IIXL,TERN,EBAY,AMZN,SUNW,MSFT,ATHM,LVLT,USIX). I'm no technical analyst, but I could see BVSN dip back to the mid to low 60s prior to earnings, maybe your short is called for here. BVSN for me will continue to be a long term hold until I hear the story change through the press releases and quarterly conference calls. Good luck.