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To: Beltropolis Boy who wrote (413)	12/1/2000 2:55:02 PM
From: Wizard	Read Replies (2) \| Respond to of 499

>>didn't BVSN report in mid-oct? and hasn't this J2EE thing been kicked around since the summer doldrums? He did it because it trades at a relative premium while the system integrators are getting incrementally cautious on Broadvision's transition. I agree with him on the relative valuation part, Broadvision doesn't deserve to sell at a big premium to ARTG and VIGN. Broadvision used to dominate this space but as Brent puts it "we believe the e-commerce applications landscape has become more crowded with other credible solutions that offer customers a choice." There are better places for new money than Broadvision, IMO. WEBM is seeing a major acceleration in its business and INFA & EPNY are leaders in a very large analytics space. AGIL is looking good. I am hearing really good things on MANU from the integrators as well. There is also a coming IPO in supply chain collaboration which is going to be interesting as well.