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

To: Winston Lee who wrote (2606)1/11/2000 12:00:00 PM
From: David R. Doerr  Read Replies (1) | Respond to of 3773
 
I don't know VIGN's business model, but BVSN has been profitable for multiple quarters, where VIGN is not expected to contribute to the bottom line for a couple of years. I know, I know, top line is more important than bottom line in this market.

Can anyone add some color on comparing their models?

I personally would like to see BVSN linger right below 155 until next Friday.



To: Winston Lee who wrote (2606)1/11/2000 12:25:00 PM
From: Wizard  Read Replies (1) | Respond to of 3773
 
>> I think VIGN will hit $20 billion market cap this year, and at that point, BVSN will hit $15 bil.

I agree. And beyond longer-term.

VIGN and BVSN have explosive business models. They are SAP type of companies with a kicker - their functionality means life or death instead of productivity gains.


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