BroadVision (BVSN) Message Board

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Technology Stocks : BroadVision (BVSN)

BVSN 4.410

-0.5%

May 18 5:00 PM EST

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To: MGV who wrote (2039)	10/8/1999 6:49:00 PM
From: Leeza Rodriguez	Read Replies (2) of 3773

MGV: Vignette and BVSN both straddle the front-end and back-end esales processes. Both of these companies provide technologies which will accelerate the sales cycle, thus reducing SGA on the balance sheet of corporate America. Taking this concept one step further, these are the companies that are going to bring more productivity to America and keep Greenspan carrying a light brief case (no interest rate increases). Can you say zero inflation? Vignette is more highly focused on delivering targeted CONTENT, while the BVSN mission is to provide a robust personalized e-commerce server that can dynamically upsell and crosssell products. Vignette's 'Syndication Server' allows them to be the keeper of all the content (on their back end) and distribute it via channel partners to highly targeted web sites and portals. (This is much the same model as what Linkshare is doing with commerce--but I'll save that story for when that stock goes public). Thus, the answer to your question is that the two companies compliment each other. Thus, Vignette ALSO clasifies as a 'must have' because Back-Ends that syndicate rock! The smart thing to do is to own both and STAY LONG. Leeza Rodriguez

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