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

To: P.M.Freedman who wrote (2178)	10/19/1999 7:40:00 PM
From: Elroy	Read Replies (1) \| Respond to of 3773

The revenue number is not impressive. Don't really agree with that. The key number is the license revenue, and its growth rate. License sales accelerated both on a year over year and quarter over quarter basis when compared with June Q. Year over year Q3 license revenue growth - 107% Q2 license revenue growth - 93% Quarter over quarter Q3 license revenue growth - 22.4% Q2 license revenue growth - 21.1% So, growth is still accelerating. Now is not the time to short. See ya in January! Elroy

To: P.M.Freedman who wrote (2178)	10/19/1999 8:16:00 PM
From: Wizard	Read Replies (1) \| Respond to of 3773

Your calculations aren't relevant to those who own the bulk of the stock. I haven't checked your numbers because that is a waste of time but I know that: 1) BVSN beat expectations with $29.8mm (Robertson was at $24mm) 2) the quarter was clean 3) the company is gaining mindshare 4) ecommerce is big and getting bigger 5) web consulting firms are at the forefront of a huge ramp-up in ecommerce bodies 6) BVSN is the leader 7) P.M.Freedman's view of revs as 'not impressive' doesn't matter