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

To: gizelle otero who wrote (1745)	7/22/1999 5:40:00 PM
From: David R. Doerr	Respond to of 3773

Did anyone listen to the call? Thoughts from the crowd? Anyone?

To: gizelle otero who wrote (1745)	7/22/1999 9:48:00 PM
From: Michael Young	Respond to of 3773

Wonder why all the revenue growth didn't help the bottom line more. Margins falling? Expenses out of control? I'm sure aggressive investors expected them to do better than .12. I don't believe we will see any significant upward revisions in earnings estimates. Stock is selling around 20 times sales. Very steep, especially considering many other players are entering this market. MIKE

To: gizelle otero who wrote (1745)	7/23/1999 11:15:00 AM
From: ynot	Read Replies (1) \| Respond to of 3773

go, # customers increased at double the revenue increase this means trouble, imho each customer is paying LESS this quarter than last combine this with fixed overheads and expanded product line and there are severe storm clouds on the horizon my prediction was loss this quarter, but it appears that 'deals' and potentially lower prices attracted new customers no deal making or accounting will protect them from Q2 losses, imho no position, though if the stock was 48 instead of around 78 at peak, i would have gladly shorted good luck ynot ;)