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


To: Wizard who wrote (2139)10/14/1999 3:08:00 PM
From: Elroy  Read Replies (2) | Respond to of 3773
 
I think its worth between $4 and $12 billion

This is the only line in your post that discusses BVSN's valuation. And why it it worth up to $12 billion? Can't answer that one, can you? All you can say at this point is that "BVSN is a good, well positioned company, therefore the stock should go higher". Hype is great, but do you still think new investors should buy this stock after a 130 point gain in the past year?

Do you think BVSN's position in the market today is 15x better than it was a year ago?

Do you really think BVSN is really ever going to sell $500 million in a single quarter??

I have no position, but I'd rather sell and take the huge profits the past year has produced than sit through four more quarterly results.

Elroy



To: Wizard who wrote (2139)10/14/1999 6:32:00 PM
From: breathe  Read Replies (1) | Respond to of 3773
 
>>Broadvision is very attractively positioned.
Could you explain why you think it is so well positioned, and for how long?

also--
The "day of record" was October 11. On Oct. 12 BVSN started to crash. Coincidence? Or is the day after the "day of record" traditionally the time for shorters and profit takers to enter?

nagle