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Technology Stocks : BroadVision (BVSN) -- Ignore unavailable to you. Want to Upgrade?

To: David R. Doerr who wrote (2008)9/22/1999 4:33:00 PM
From: Lee  Respond to of 3773
 
David,

My concerns about their ability to manage growth remain. As you are aware, not all companies successfully make the transition from start-up to going concern to global player and BVSN raised red flags with me. Certainly I hope this company makes it and I never sell. I bought because I belive. They are signing up an impressive list of customers. Do they have the people and culture to long-term top-notch business execution? I'll look more closely after the January earnings.

Thanks for the heads-up on Calico.

Regards,
Lee



To: David R. Doerr who wrote (2008)9/22/1999 6:47:00 PM
From: lfman  Respond to of 3773
 
Calico considers BV as a potential competitor.
But BV hasn't entered configuration management market.
We'll see whether/when they do it.

For the time being Calico is the undisputed leader.

lf



To: David R. Doerr who wrote (2008)9/23/1999 11:52:00 AM
From: paper man  Respond to of 3773
 
First Union reiterates "buy" and moves target to $150.

good luck


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