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

To: David R. Doerr who wrote (2043)	10/4/1999 4:12:00 PM
From: Wizard	Read Replies (1) \| Respond to of 3773

Vignette says they have faster average implementation times and this might be true. However, Broadvision has won a lot of the large ecommerce deals because they are continually recommended by previous buyers and Vignette seems to lack mindshare for transaction-oriented platforms. Vignette's strength is in managing content and attracting and retaining eyeballs. The way the market has developed, BVSN gets kudos for its positioning and focus. However, both are putting up roughly equivalent (huge) numbers. They account for revenues differently so it mucks up the picture but if you talk to the consulting firms, they like both Broadvision and Vignette and are ramping up training on both at varying degrees. I went long Broadvision in May and averaged up in June. ARTG is another player doing pretty well but the stock has run away from me. MERQ is another big holding for me due to its appreciation. That is a great story in testing ecommerce installations. I went long VIGN & MACR in August. BVSN, VIGN, MERQ and MACR are my core website infrastructure software holdings. This is a tremendous group.