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

To: David R. Doerr who wrote (1381)	4/10/1999 12:02:00 PM
From: Brumar89	Read Replies (2) \| Respond to of 3773

I like it too, long-term. But will have to do some decision-making about when & at what level to buy. I know its lazy of me to ask i/o looking up, but how many shares of SONE do they own?

To: David R. Doerr who wrote (1381)	4/10/1999 5:19:00 PM
From: Elroy	Read Replies (2) \| Respond to of 3773

<<I personally think that BVSN is being brought down just like all the other software companies due to PSFT/ORCL/SAP/NETA. I think anything below 60 is a great entry point into this stock. >> Curious, how did you decide $60 was a great entry point? They are expected to make 42 cents in 1999. Suppose they have four blow out quarters and actually make 60 cents in 1999. Even given those hypothetical spectacular results, the PE for BVSN at $60 per share would be 100x. Do you think BVSN should trade above 100x earnings in an uncertain environment for software sales? Even if the big guys were doing great, should BVSN trade at 100x earnings? And if BVSN doesn't blow through numbers all four quarters (say they only meet the 42 cents number), then at $60 per share they would be trading at 143x earnings. That seems inexpensive to you? Elroy