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

To: Elroy who wrote (2140)	10/14/1999 3:21:00 PM
From: Wizard	Read Replies (1) \| Respond to of 3773

>>Hype is great, but do you still think new investors should buy this stock after a 130 point gain in the past year? On extended weakness, BVSN should be purchased. >>Do you think BVSN's position in the market today is 15x better than it was a year ago? It was dramatically undervalued and it is making up for it so the position is X% better (unmeasurable) and the stock is up 15x. That doesn't really help in identifying its future worth though so I don't care to think about it more than that. >>Do you really think BVSN is really ever going to sell $500 million in a single quarter?? That is a silly question because again, it has nothing to do with how BVSN stock has acted or will act in the future. >>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". I just think about valuation differently than you do. I think about valuation as one piece of the attractiveness of a security - you weight it more heavily. Valuation is important to me but valuation is less important if other metrics are in order. Broadvision possesses the characteristics of a great growth stock as far as I am concerned and it has acted like a great growth stock. Prove to me why it is not worth $4b or $12b.