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

To: David R. Doerr who wrote (1691)	7/11/1999 4:24:00 PM
From: Elroy	Read Replies (1) \| Respond to of 3773

I'm curious to hear what you think EBAY, AMZN, & YHOO are worth? For these three, I have no idea, so I don't buy or sell them. Of the three, I think Yahoo is the best long-term play, since they are the leading new company in an ENTIRELY new business area. For AMZN, I don't see any reason why, 5 years from now, folks would care whether they buy books from AMZN than from Barnes/Noble or Borders or BAMM or whatever, or CDs from TowerOnline or CDNow or whoever - in other words, I see AMZN as a distributor, and I doubt consumers will have loyalty to a web page. For EBAY, it seems like a pretty cool concept, the world's biggest garage sale, but I have no idea what the company is worth. Of the three, I like YHOO and EBAY long term, but wouldn't touch AMZN. As for what the stocks are worth today, no historical comparisons to judge against, so I have no idea. BVSN is not in that category. Like it or not, BVSN is just another company that sells software to corporations to help them with their business. 2nd quarter is going to be solid, the stock is begging to touch 100. This type of comment doesn't persuade me. You say qualitative comments about business ("it's solid"), and then somehow leap to a quantitative statement about the share price. How does a "solid quarter" get you to a share price of $100? Anyway, looking forward to seeing what results are on 7/22, but I'll be at the Giants/A's game when they come out, so I hope people aren't screaming when I finally see them! I've got no position at the moment, so good luck to those that do (either way :-)). Elroy