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

To: Alert-Inv. who wrote (1638)	7/1/1999 12:44:00 PM
From: still learning	Read Replies (1) \| Respond to of 3773

Can we not attack everyone who raises a red flag about a stock? It's a egit. question. (I am not short, and recently sold my long position, a few points too soon). I am watching the stock to decide whether to re-enter, possibly go short, or do nothing. If you want to accuse me of having a hobby horse (whatever that means) go ahead. I think others who've seen my comments over time would say that I am not a short seller. There is value for all in hearing comments other than just cheerleading IMHO. I know David's view, and BVSN has served him well, but someday the day will come when it's time to sell BVSN. In retrospect, he and others would have been better off selling last time we hit 70 and repurchasing a. 45, despite any cap gains hit. Let's not squelch this discussion 2nd time around as it may still be the right course of action.

To: Alert-Inv. who wrote (1638)	7/1/1999 5:57:00 PM
From: Elroy	Read Replies (2) \| Respond to of 3773

Hey, Elroy, how much money have you made shorting these high-fliers lately? I've made money owning once, and made money shorting once, but my personal trading activity is not the point. The question is whether or not BVSN today is worth $70? I don't think so, and I've explained why. You got anything to add to the conversation? This is not AMZN, it's a fast-growing company with earnings and a leadership position in its industry segment Yeah, I agree. So why is it worth $70 per share??? How about $110? How about $330?? How about $30?? Any idea on the fair share price, or you just think the company's prospects look good? Well, me too. But like I said, a Porsche is a great car, but you don't pay $450k for one. (remember CSCO and, more recently, BRCM?). Sure. Remember VNTV, KTEL, NOVL, IFMX, CS, COMS, etc.? For each CSCO, there are 10 related mega-losers that eventually bit the dust and lost 80% of their value. It's easy to say "remember the winner" when the fight is over! Besides, whom are you going to convince on this thread with your silly analogies? Not trying to convince anyone of anything. I'm curious what the reasons are to buy BVSN at $70 per share. Being short seems to me more likely to produce profits. I want to find the counter argument. "This is a good, growing company" is not one of them, IMHO. So find another hobby-horse... or get on board, the stock just flagged up out of a triple top. It's a significant break-out, indicating higher prices. I sincerely hope you're not short this sucker. I don't use technical analysis (never understood flying banana patterns and half burned candlesticks...), so that means nothing to me. And I hope it goes a lot higher, so I can feel more comfortable when/if I eventually do short it. Elroy