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Technology Stocks : BroadVision (BVSN)
BVSN 4.410-0.5%May 18 5:00 PM EST
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To: King David who wrote (863)11/15/1998 3:29:00 PM
From: Robert Pope  Read Replies (2) of 3773
 
> The swap essentially makes SONE returns dependent on BVSN returns. <

A $3mil investment in a $300+mil company is less than 1% stake. I don't feel that can be interpreted as "dependent on BVSN returns". I can see a 30% or 50% stake as possibly dependant on returns but less than 1%, I don't think so. How can you feel S1 is a "consolidation company" like CMGI or Berkshire? MSFT, INTC and many others continually invest in other complimentary companies which are strategic advantages. Its an increasing way of doing business in the ever-changing IT world of business. I feel the cross equity investment was more of a token gesture to indicate the seriousness of the joint product development and marketing effort. I've heard both Pehong and Chip speak, and I feel they know more about what benefits the companies than any of us do. I'm thrilled S1 has partnered with with an e-commerce leader and that BVSN has recognized S1 as the most effective and efficient financial services Web application provider.

I also want to challenge the poster who says one-to-one e-commerce solutions are easy to build. Easy according to who? What's your technical background to support that? If it was so easy, why is BVSN's main competitor, OMKT bleeding red ink? Why isn't MSFT involved? Why did CSCO and American choose BVSN instead of developing their own solution? Why does BVSN exist if it was so easy? Just a little curious about the evidence to support your statement.

s'N.
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