Cents and Sensibility - Kimberly and Friends' Consortium Message Board

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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium

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To: KevinMark who wrote (73307)	2/9/2000 10:59:00 PM
From: EtTuBrute	Read Replies (1) of 108040

CLIC: ANALYST ON MSN MONEYCENTRAL SEES CLIC AS POSSIBLY NEXT BVSN!!!! EXCERPT BELOW: Finding the next one Asked to do the near-impossible and name the next BroadVision. . . Somaney sees possibilities in an overlooked e-commerce software stock, Calico Commerce (CLIC). "It's a $1 billion company while Commerce One and Vignette are $10 billion companies in the same space," he says. "I'm just baffled why it isn't valued higher." Meanwhile, Meserve, Edwards and Somaney all remain optimistic about BroadVision's future, at least in the long term, despite the run-up. Each still owns a sizable stake in his portfolio. "What do you think the market cap should be for the leading e-commerce software company based on where e-commerce will be five years from now?" asks Meserve. "The answer is a lot bigger than BroadVision's market cap is today [roughly $12 billion]. So it's still too early to sell."

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