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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: Uncle Frank who wrote (7506)10/4/1999 10:03:00 PM
From: t36  Read Replies (1) | Respond to of 54805
 

uncle frank..here is a little info on bsvn...

BroadVision, Inc. is the leading worldwide supplier of e-business applications for relationship
management across the extended enterprise. BroadVision's end-to-end solutions enable companies to
rapidly deploy and cost-effectively operate secure, scalable, intelligent, and flexible e-business
applications for e-commerce, financial services and knowledge management. The company's entire
product line has experienced strong growth and increasing acceptance by Global 2000 businesses as
well as pure-play e-startups.

BroadVision has more than 350 customers in the financial services, retail, distribution, high technology,
telecommunications, and travel industries including American Airlines, Credit Suisse, Development
Bank of Singapore, Ernst & Young, Fingerhut, Hewlett-Packard, The Home Depot, Intuit, Liberty
Financial, META Group, Motorola, Nortel Networks, Outpost.com, RS Components, Telus,
Vodafone, and Xerox. BroadVision is headquartered in Redwood City, Calif. and maintains an
extensive network of subsidiaries and licensed resellers in North and South America, Europe, and
Asia.
>



To: Uncle Frank who wrote (7506)10/4/1999 11:26:00 PM
From: JohnG  Respond to of 54805
 
FranQ. Did anyone here notice that WCOM won Sprint over Bell South. Sprint's board accepted. So, here is another strong nationwide CDMA contender. Poor Mr Armstrong and his AT&T. This also leaves Bell South with one less degree of freedom.
JohnG



To: Uncle Frank who wrote (7506)10/4/1999 11:34:00 PM
From: StockHawk  Read Replies (1) | Respond to of 54805
 
BVSN - I do not own it, but I have been watching it move up the past few months. They have gotten some favorable press from SmartMoney magazine. From my notes:

6/99
BroadVision (BVSN) Smart$ 2/99 p. 59 "While Broadvision is far from a household name, we believe its technology represents the path of the Internet's future...enables businesses to tailor web site content to the interests of each visitor on a real time basis."

Smart$ 8/99
"The Next Big Thing" article pg. 108 said to follow these trends:
- upgrading Internet infrastructure: Inktomi, Broadvision
- wireless: 3Com
- 3G wireless devices: Ericsson, RF Micro Devices (RFMD), Conexant Systems
- Broadband - photonic networking: Cisco, Ciena, JDS Uniphase (JDSU), TI
- next generation chips (microelectromechanical systems or MEMS): Analog Devices, TI