Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Wizard who wrote (2182)	10/20/1999 2:10:00 AM
From: Dinesh	Read Replies (1) \| Respond to of 3773

ROTFLMAO !!!!!!!! 7) P.M.Freedman's view of revs as 'not impressive' doesn't matter Seriously, PMF, what stocks do you like ? This way we can calibrate your opinions as that of a value investor, a growth investor, etc. BVSN is a little bit like PSFT, SAP of earlier era. Of course long rates are lower so the multiples should be higher. "PE equal growth rate" has some assumptions built into it that must be examined. Furthermore, the opportunity window is much shorter in the Internet arena when compared with the enterprise computing of mid-90s. No more 2-5 year projects and no more proprietary technology. Check out the SOAP announcement from Microsoft earlier this week. Also, the benefit is to the players whose technology will help a merchant scale. BVSN's offer is good. I recall you had mentioned that you would short WMT just because they selected BVSN. If there is a technology risk to BVSN, perhaps you can share it with the thread. -Dinesh