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

To: David R. Doerr who wrote (2416)	12/4/1999 11:40:00 AM
From: Wizard	Read Replies (2) \| Respond to of 3773

The B2B supertrend has catalyzed the entire software industry as the race to make ecommerce work is on. Business is so good its scary. I heard the other day that 80% of Broadvision's Q4 business is just them picking up the phone and doing business. Sales cycles are still coming down and Broadvision's pipeline of business continues to grow faster than they can train consultants. Q400 is going to be a total blowout. The amazing thing to me is the companies without BVSN's clout and sustainability getting multi-billion dollar valuations. However, so it goes when you are in the early days of ecommerce. My previous target on BVSN was $12billion cap but we might get there by year-end and I am not selling it in 1999 or 2000.