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


To: P.M.Freedman who wrote (2153)10/15/1999 7:55:00 PM
From: breathe  Respond to of 3773
 
I am not one to convince anyone to buy anything long. But I'd like to throw my two cents in.

Long positions are for people with superior patience. If you're buying long in internets you may also need an iron stomach
.
Forgive my simplicity, but if you look at BVSN from afar through the eyes of inst. investors and indies, you see two things--a hot stock in a hot sub-sector, B2B. Once either of these two cease to exist, BVSN may be in for a downturn.

If you're looking for value investing, what can explain Yahoo's climb with a P/E bordering on the obscene? Potential of the internet may be the greatest salesman of the 90's. The longer Broadvision succeeds, the more it becomes synonymous with 'the potential of internet'.

nagle



To: P.M.Freedman who wrote (2153)10/15/1999 9:50:00 PM
From: Dinesh  Respond to of 3773
 
PMF,

Traditionally, traders didn't bother with things such as
fundamental or underlying value. Their main concern was
always that of the demand and the supply. Which makes
sense, of course.

So, why bother with valuations, and then wonder if it is
justified or not. You are a self-professed trader, aren't
you ?

What are my views on BVSN ? Please re-read my post. I'm
also not here to convince you or anybody to engage in any
of investment activity, legit or otherwise.

The journey is the goal.
-Dinesh