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To: Wizard who wrote (414)	12/2/2000 9:01:55 AM
From: KM	Read Replies (1) \| Respond to of 499

Hi. I read this thread avidly and appreciate your views. With regard to WEBM, haven't there been some 10Q issues very recently? It's had a precipitious drop. Does any of that bother you? Thanks.

To: Wizard who wrote (414)	12/13/2000 3:20:35 PM
From: Beltropolis Boy	Respond to of 499

>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.< who fART'd, wiz? someone please tell me that they lost the P&G account (vice simply forgetting to rsvp for the MSDW tech conference). if this is the kind of schlock that causes a 14% drop, I'M packing up <shivers> and going home. (the party line i'm hearing is that ARTG simply doesn't present at conferences during their quiet period [MSDW is scheduled for jan 10]; company was invited but neither accepted nor declined.) btw, is todd "ART of war" garrett, P&G's former CIO, still on BVSN's board?