Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Glenn D. Rudolph who wrote (1807)	10/2/2000 11:13:13 AM
From: Libbyt	Read Replies (1) \| Respond to of 57684

BVSN - Robinson-Humphrey issues comments BVSN - Broadvision, Inc., 25 11/16 Rated 3S3 FY00 $0.17E vs. $0.07A First Call consensus $0.16 William B. Chappell, Jr., CFA 404.266.6833 We are lowering the rating on BVSN from Outperform (2S) to Neutral (3S). In our opinion the company has been caught off-guard by the increasing momentum of Java-based technology. This market shift has created strong momentum from competitors such as Art Technology Group (ARTG) and BEA Systems (BEAS) in the web application server and personalization software markets. BroadVision is racing to create a Java based offering but we do not expect it to have a market impact until Q1. We believe the extended sales cycles by the traditional companies combined with the growing popularity of Java may negatively impact BVSN’s business in Q4. While we believe Q3 results will be on track, we expect the market shift questions to continue to penalize the stock in the near term. We would look for signs of traction with its new Java based products as an opportunity to upgrade. cnetinvestor.com