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: David R. Doerr who wrote (851)	11/13/1998 10:36:00 AM
From: King David	Read Replies (1) \| Respond to of 3773

To All, Thanks for your insightful comments about BroadVision. I have a trusted friend that just started working at BroadVision and I figured that if he's betting his career on the success of the company its worth a little of my time to check this stock out and potentially buy in for a few hundred shares. My pro observations thus far: - the company is actually profitable - there is a sizable customer base - they have money in the bank to grow by development or by acquisition if they choose - net market is booming, yada, yada Con observations ... - Guys that build tech products shouldn't run tech companies (see VONE) - The P/E is outrageous (512, on trailing 4 quarters) - And David, you raise a great point ... >> developing one to one e commerce is actually not that difficult. I am wondering how much the patents play in competition trying to invade BVSN's market dominaance. Anyone have any comments or thoughts on this? What would keep a company from swooping in and developing a substitute product for BVSN? BTW, I am a SONE holder too and I didn't like the stock swap thing either. KD