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


To: David R. Doerr who wrote (1547)5/27/1999 4:28:00 PM
From: ynot  Respond to of 3773
 
no, just know the market and the software
you shouldn't make assumptions based on one point of view
it could influence your ability to make rational decisions
look around at what i post, i don't short
look around at BVSN competition, i think you will see the functionality being absorbed into software that is already in their potential clients
a little like 'auction' sites, it was hot for three months, then AOL and Yahoo added that feature....pffffft goes the business plan
buy seriously, in the ERP market the tier one players are tripping over themselves to go to the 'middle market'....deliver solutions to companies at about 1/5 to 1/10 of their average sales over the past seven years, since i have been in the market
BVSN from concept to rollout missed this window, missed the window
now they have to scale back their product/service costs proportionately
problem is that the stock is based on the 'old' model
oooooops, imo
but what do i know?
just think about it, i hate seeing VC's and MBA's burn investors...period
good luck
ynot :)