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To: JeffA who wrote (29545)12/16/1998 9:23:00 PM
From: jeer  Respond to of 119973
 
from CBS MW:RXSD says they expect temporary slowdown in sales...TALK expects to earn .10 in 4th Q, 1.10 for '99, have over $100m in cash and securities, RCMT came in .02 over earnings estimate.



To: JeffA who wrote (29545)12/16/1998 9:24:00 PM
From: Frost Byte  Read Replies (1) | Respond to of 119973
 
BVSN to beat expectations: Report by Soundview after the close:

"Our field and management checks indicate increased demand for
personalization and some of BroadVision's largest customers continue to
arise as high profile sites benefiting from increase e-commerce traffic.
Strong international progress and a revamped direct sales force indicate
fundamentals are improving. We expect 4Q to be a strong quarter, with
better than expected numbers. There is still some work to be done in the
quarter, but management is extremely positive about the strength of the
pipeline. We expect the stock to continue to appreciate, but BroadVision
has rapidly evolved as a revenue and earnings-based Internet play. We would
still buy the stock, with indications for a momentum building 4Q. "

Regards,
FB



To: JeffA who wrote (29545)12/16/1998 9:24:00 PM
From: JEB  Respond to of 119973
 
I don't know but it's food for thought!



To: JeffA who wrote (29545)12/16/1998 9:31:00 PM
From: Straight Up  Respond to of 119973
 
I think a critical point is that this has been going on for seven years. He's constantly changing the rules.



To: JeffA who wrote (29545)12/16/1998 9:34:00 PM
From: Yoav Chudnoff  Read Replies (2) | Respond to of 119973
 
Obviously - Saddam realizing the US domestic problem, he took a chance and threw the perpetual dice with the full knowledge that Clinton's reaction would be considered a "Wag the Dog" scenario. And we heard it from Lott down to Barr. If it happened a month ago, the reaction would be the same, if it happened next week, the same reaction, if it happens next year, the same reaction.