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

To: P.M.Freedman who wrote (2180)	10/19/1999 8:19:00 PM
From: Elroy	Read Replies (1) \| Respond to of 3773

You're missing the point of the comparisons. No matter what the size of the company, it is important that the growth rate of license revenue is increasing, rather than decreasing. As the company grows we normally expect the growth rate to slow, but instead BVSN's growth rate is expanding. As long as this continues, there is no way to tell what the heck the company is worth, so there is little incentive to go short. When growth flattens (even if it flattens at 100% year over year) or slows, that is when this overvalued stock may suffer. Elroy