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To: Susan G who wrote (1473)	10/13/2000 2:34:43 PM
From: mike machi	Respond to of 8046

Gosh... Had to clean and show the house .... What i miss.... Just added more CMRC to my morning buy... Mike

To: Susan G who wrote (1473)	10/13/2000 2:40:12 PM
From: bobby is sleepless in seattle	Read Replies (1) \| Respond to of 8046

intu...bvsn...fwiw... cnetinvestor.com INTUIT INC. (INTU) BUY Intuit Stock Suffers with NASDAQ; Reiterate Buy Rating. Intuit’s stock has declined 17% since Scott Cooks upbeat presentation at our conference in mid Sept. Fundamentals at Intuit remain very strong. Our target price is $70, or 50% higher. While Intuit is a software provider, which certainly has exposure to slowing PC demand, software sales remain very strong (haven’t weakened at all) and are driven by increased penetration of existing PC users every bit as much as growth in buyers of PCs. BROADVISION INC. (BVSN) STRONG BUY Industry Overview - A Top Pick: We believe that investors should be buying this company now based on third quarter strength going into the seasonally strong December quarter BroadVision remains the leader in the market for comprehensive business-to-consumer and business-to-business solutions. We remain confident in our 3Q00 EPS forecast of $0.04 on net revenue of $109.3 million. We believe that there is material upside to our revenue forecast which will likely drive upward revisions to our 2001 revenue forecast of $580 million and EPS of $0.25. Our third quarter estimate assumes 266% year-over-year growth. Our 2001 revenue forecast is likely conservative, assuming 48% year-over- year growth. We believe BroadVision is attractive at 12x 2001E sales or 93x EPS, particularly given likely margin expansion as the business model continues to mature. BroadVision has tremendous leverage from systems integrators including Hewlett Packard, IBM Global Services, PriceWaterhouseCoopers and Andersen Consulting. Recent significant partnerships include i2, which brings significant credibility to enterprise customers, in our opinion. The software is used as much for B2B sites as it is for B2C and BroadVision’s employee facing business is accelerating. BroadVision has more than 1,000 customers including Boeing, Credit Suisse, Motorola, Circuit City, Xerox, and Wal-Mart.