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

To: Elroy who wrote (1383)	4/10/1999 6:36:00 PM
From: David R. Doerr	Respond to of 3773

>> Curious, how did you decide $60 was a great entry point? I thought 6 was a great entry point back in June of 1997. I added to my position at 31. I almost bought some more at 52 on Thursday, but BVSN is already my biggest holding. Valuing BVSN on traditional methods of price to earnings is a mistake in my opinion. I believe in the sector they are in, and I think you will start to hear more about this sector much like front office companies like SEBL from 4 years ago. And I like to invest in leaders, which BVSN is. This is just my personally opinion and it sounds like you are not sold on BVSN at these levels, then sell, don't buy, or sell short. I could be wrong, I have been in the past. I simply think looking at multiples in this exciting new age of business will leave you on the sidelines, which I don't want to do.