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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (7506)10/4/1999 11:34:00 PM
From: StockHawk  Read Replies (1) of 54805
 
BVSN - I do not own it, but I have been watching it move up the past few months. They have gotten some favorable press from SmartMoney magazine. From my notes:

6/99
BroadVision (BVSN) Smart$ 2/99 p. 59 "While Broadvision is far from a household name, we believe its technology represents the path of the Internet's future...enables businesses to tailor web site content to the interests of each visitor on a real time basis."

Smart$ 8/99
"The Next Big Thing" article pg. 108 said to follow these trends:
- upgrading Internet infrastructure: Inktomi, Broadvision
- wireless: 3Com
- 3G wireless devices: Ericsson, RF Micro Devices (RFMD), Conexant Systems
- Broadband - photonic networking: Cisco, Ciena, JDS Uniphase (JDSU), TI
- next generation chips (microelectromechanical systems or MEMS): Analog Devices, TI
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