Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Rick who wrote (15442)	1/17/2000 7:41:00 PM
From: James Sinclair	Read Replies (5) of 54805

Project Hunt: Broadvision Analysis Summary: Broadvision provides application software for the implementation of e-commerce web sites. The company has proprietary technology to support personalization of the site experience, but I don't believe its sufficient to create a game unique from general e-commerce web site implementation software. This I believe puts it into a royalty game with the likes of IBM and Microsoft. My sense is that Broadvision is a prince that is quite successfully carving out a niche market for itself at the high end of the e-commerce universe, as evidenced by its recent design wins with the likes of Sears and Wal-Mart. This just goes to show the power of the e-commerce tornado. Even without gorilla or king advantages, I've seen over 2000% appreciation in this stock over the last two years. I've posted my full analysis (Thanks for the outline, StockHawk) on my home page. If folks would prefer I post it all here, I will, though I will probably split it up into multiple posts due to its size. people.ne.mediaone.net I've got a thick skin folks (amazing what a few years of grad school will do to you) so criticism and commentary are of course welcome. I'd love to have someone tell me I've underestimated this stock.

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