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Technology Stocks : BroadVision (BVSN)
BVSN 4.410-0.5%May 18 5:00 PM EST

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To: marketbrief.com who wrote (1740)7/20/1999 4:37:00 PM
From: ynot  Read Replies (1) of 3773
 
~smart$, go to NETP for cultists :)
ENGA and a couple of othe CMGI companies may effectively replicate BVSN capabilities at lower costs
we'll see in the next six months, imho

the next signal here will be acceleration/deceleration in the rate of growth of sales

with a brutal ERP market, BVSN large system sale with five quarter implementations may be slow for another six to nine months

hope all is well
ynot :)

ps
back shorting MCOM and short NOPT
looking for a couple of longs after CPQ, an ideas :)
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