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To: Glenn D. Rudolph who wrote (109323)	10/2/2000 12:00:08 PM
From: Richard Tai	Read Replies (1) \| Respond to of 164684

Here you go Glenn, 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.