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

To: Dinesh who wrote (1652)	7/1/1999 8:42:00 PM
From: Elroy	Read Replies (1) \| Respond to of 3773

Unless you are a dedicated bear and generally short the market, these comments do not reflect poorly on BVSN at all. Sorry, I don't know which comments you're refering to. There have been plenty in the past 24 hours. And my point was the market goes up and down, so it's smart to occassionally have some short positions in your portfolio to profit from downswings. No dedicated bears here, but I am dedicated to beer.... By your analysis you should have been short MSFT/CSCO/DELL for last 4 years; and short YHOO/AOL/AMZN/EBAY from day-1. Of course this would have been an absurd play. Same reply as before. It's easy to pick the winners after the battle is over. I'll bet that if you pick a particular point in time and short ten stocks with PEs that seem ridiculously high, in 1-2 years you've got a good chance of making money. They won't ALL decline, but plenty will. The particular stocks you selected (MSFT, CSCO, etc.) would have been the losing shorts, but, as I already said, for each of these there are usually 6 to 10 blowups. And in the case of AMZN or EBAY, I personally would rather be short them for a few years instead of long. Haven't got the margin power to do it (!!), but if it were paper money I'd choose short. As for BVSN's growth rate (you said about 80x), do you think this rate is accelerating or declining over the next 1-2 years? I'd expect it to decline for the reasons I listed. I could be wrong, but the larger a company gets, the harder it is to grow faster, much less even keep up its growth rate. I'm sure you can site a few companies that have increased their growth rate as they grow, but these are the 1 in 10 wonders. MOST do the opposite, the growth rate slows as they grow. Elroy