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

To: paper man who wrote (2113)	10/11/1999 10:15:00 PM
From: P.M.Freedman	Read Replies (1) \| Respond to of 3773

Among those e-business companies, SAP is actually playing a leading role. Then PSFT, with $312 million revenues in last quarter, is next to it. ORCL is trying to catch up in the e-business area, although its revenues from database software are much higher. BVSN, with only $23 million revenues in last quarter, is clearly over over priced. However, as traders, we don't need to care about the valuation of a stock because we only own the stock in a relatively very short period. We only follow the trend. When it goes up, we long. When down, we short. CHKP is a holding stock since it's fundamentally too good to trade. It's totally different from BVSN. I guess that BVSN may have to acquire another e-business player soon so as to increase its revenues. With $23 million as revenues in last quarter, it is too low to make it to carry a 4.7 billion market cap. I wish BVSN will show better revenues to us in this quarter. WalMart web contract won't bring BVSN big $$$. "One to one" is just a word to fool the Street. It's actually ERP+VPN. Good luck!