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


To: Elroy who wrote (1690)7/11/1999 11:38:00 AM
From: David R. Doerr  Read Replies (1) | Respond to of 3773
 
>> do you know anything special about BVSN's accounting practices?

No, but I am not accountant. I talked to Peter Downs of IR about Howard Schilling I believe his name is, and he said their accounting practices were in order. Although asking the company about certain issues is like asking the barber if you need a haircut.

I'm curious to hear what you think EBAY, AMZN, & YHOO are worth? I heard similar stories about growth rates 3 years ago with SEBL, and I'm glad I stayed in the stock.

I think BVSN represents a great way to play not only the front office, but the marketing side where more and more money is going to be spent by smart companies. If you think something is overvalued, go take a look at VIGN's ratio's compared to BVSN's. Same market cap as BVSN's, but look at the top and bottom line numbers, a drastic difference. 2nd quarter is going to be solid, the stock is begging to touch 100.