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

To: Elroy who wrote (1674)	7/9/1999 1:33:00 AM
From: ynot	Read Replies (1) \| Respond to of 3773

EDIT...oooops, wrong person :) oh well, i think you get the idea ok, so they are 'multi-million dollar wins', it doesn't explain the differences between number of new customers and the apparent value recognized on the financials these 'wins' depend on the manifestation of value for the customer, imho how would this happen IF BVSN can't even book the apparent orders that are already available or do the investors assume that these two accounts fall into the $330/k per customer sale as i outlined? as for your ability to identify 10+ baggers, wonderful, but please be generous to the less fortunate who are just asking, without provocation, 'where is the BVSN money?' good luck ynot :)

To: Elroy who wrote (1674)	7/9/1999 3:36:00 AM
From: lfman	Read Replies (1) \| Respond to of 3773

As I recommended you before, please go to school and learn about EVA. At least read Copeland, Koller and Murrin's book "Valuation". The valuation methods outlined in this book are used by most respectable (Meeker, Senk, Vogel and other) Internet analysts. Building the actual models is quite difficult process. (It took me several weeks to build one for AT&T). I leave this task to professionals. Undestanding of this valuation approach helped me to read and interpret analysts reports (ask your broker for them). The reports provide you the information you are missing. Good luck, lf