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

To: David R. Doerr who wrote (2047)	10/6/1999 11:45:00 AM
From: Elroy	Read Replies (1) \| Respond to of 3773

Well, I'm still here and prefer the short side for BVSN at these levels. I'm wondering what kind of top/bottom line numbers BVSN will report. They'll surely exceed the estimates. The question I would ask is what sort of top and bottom line BVSN needs to report in order to stop the price from giving back some of the huge gains since the previous report. For me, the key question is whether year-over-year license sales are growing faster than last quarter or not. If so, the growth rate is increasing. If not, the growth rate is slowing, and I wouldn't want to hold a stock trading at these multiples. Elroy

To: David R. Doerr who wrote (2047)	10/6/1999 11:47:00 AM
From: Wizard	Read Replies (1) \| Respond to of 3773

If the consulting firms are building practices around these guys, stamp it a core holding and buy more on any extended weakness. Higher highs and higher lows is my forecast. You are right, the blowout quarter in terms of earnings hasn't come about yet but the stock sure is being accumulated by the big boys. Stock charts like this happen when funds put 50k+ on their trading desk (to buy) every day, over and over. This has to be a Fidelity, Putnam or T Rowe kind of size buying to show this kind of sustained strength. Broadvision has only one limitation on its growth --> the number of consultants trained on the product. This bodes very well for beating numbers (analysts don't set estimates on this kind of assumption). Broadvision is great because it has all the sex appeal of the internet AND all the appeal of being an infrastructure provider. Fund managers want to own companies benefitting from the internet but don't want to say they are loaded in dot-coms, it sounds too speculative and its much more PC to say you own those companies selling the picks and shovels to the gold diggers (the dot-coms) than to actually invest in the gold diggers. At least 75% of the dot-com stocks are going to single digits eventually. Yahoo! and AOL are going to kill most of 'em just like Microsoft killed every desktop software company in the late 80's early 90's. 'ders gold in dem der hills'