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


To: NightClub who wrote (1444)4/22/1999 8:54:00 PM
From: David R. Doerr  Read Replies (2) | Respond to of 3773
 
Hey Johnny Travolta!

You will probably not believe what I am about to tell you, but as I was listening to the call I was taking notes on a reply to PeterR1700 here at SI, and for some reason I did something wrong and I lost it. I had some pretty detailed notes which I have done in the past. To answer your question NC, at their users conference in Boston they are having breakfast with the analysts (hopefully serving wheaties), and also making a major strategic partner announcement to their users. The major competitor that BVSN is seeing is home grown mentality, says VIGN is a publishing company. Balance sheet is the best in history aacccoring to Randy the CFO. Lots of three part questions from the analysts, I had to leave early and will listen to the replay soon. Pehong always has some classic comments, the one that stuck out in my mind is talking about acheiving profitabilty for the last four quarters and also growing very rapidly, comparing this to chewing gum and riding the bike at the same time. Pehong is the man. He said the market is white hot. I did not hear any guidance of Q2. Two new analysts this quarter, making for a total of 17.

Hope this helps you.