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Technology Stocks : BroadVision (BVSN)

BVSN 4.410

-0.5%

May 18 5:00 PM EST

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To: PeterR1700 who wrote (1613)	6/24/1999 10:37:00 AM
From: ynot	Read Replies (1) of 3773

the only fundamental change that may impact your view may be the revenue model...two years ago was the peak for the SAP type 'large system' model this has changed with the majority of ERP revenues anticipated in the tier 2 level at up to 50% less per customer bvsn will be influenced by this market change the second associated item is the implementation time for the product this is an internet infrastructure product where perhaps the 'potential' may not meet expectations, market rather than bvsn check the average customer sale per quarter if this trends down and the overheads don't adjust, be careful...of course the valuation of risk and reward could adjust simultaneously good luck ynot :)

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