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


To: PeterR1700 who wrote (728)9/30/1998 3:29:00 PM
From: Edward F. Horst Jr.  Read Replies (2) | Respond to of 3773
 
I added to my position today at these prices. I really believe in this management from their consistent performance every step up the ladder. Some journalist isn't going to change that. It would be worth management's time to consider making a more definitive statement to support shareholders. I suggest they discuss the following:
[1] Interest income was displayed on the P&L. More importantly, every recent IPO has a war chest of cash which generates interest income. What's the issue?
[2] the revenue recognition from the special situation is consistent with the way most all internet companies have done business. What's the issue?
[3] Reinforce that business has never been better, and company firmly expect to achieve the quarter. That shouldn't be a stretch comment, since the quarter ends today.
[4] Reiterate their leadership position within a growing market segment, projected to grow ____% annually to $_______B by 200?

Look at the factual strengths. Who does what they do better? Who has established stronger relationships with more leadership vendors ?
I'm a believer and don't expect to be disappointed! IMHO.



To: PeterR1700 who wrote (728)10/2/1998 4:40:00 AM
From: Ray R. Harris  Read Replies (1) | Respond to of 3773
 
Peter,
I spoke to the IR man, Peter Downs, today and (as expected) he assured me that the company will make four to five cents a share and that they may move the 10/22 announcement date up a few days (not a pre-announce but rather a move to see that sufficient attention is paid to the announcement). They are disturbed about the loss of share price but still have plenty of cash.

Ray R. Harris