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To: Glenn D. Rudolph who wrote (1650)	9/24/2000 10:48:21 PM
From: Bill Harmond	Respond to of 57684

I don't know. I'm hanging with BroadVision and Vignette. Business is supposedly strong. Interwoven is the performance star at the moment. I heard since they were the brains behind bringing Artg into the AA deal. I don't know the company, but I picked that up from someone I know at the conference.

To: Glenn D. Rudolph who wrote (1650)	9/25/2000 8:34:09 PM
From: 16yearcycle	Read Replies (2) \| Respond to of 57684

Hi Glenn, Bvsn and Vign have been very frustrating to own. Bill is even understating managements bullishness. They seemed very perplexed to me about the share price since business has been and continues to be very strong. My portfolio is about equally divided into 4 parts between overperforming Optics, Qcom, various semi's doing either very well(Brcm, amcc) or horribly(lsi, txn), and then various software companies which are getting pummelled on average. The divergence in stock action is ALMOST amusing since the optics companies aren't growing as fast as bvsn/vign are. Since the market is supposed to be a beauty contest, I guess I should sell everything and buy Brocade. But what will next years model be? If bvsn keeps growing at 300%, the stock HAS to go up. I am sticking with it and will probably add more at 30 again.