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Technology Stocks : BroadVision (BVSN) -- Ignore unavailable to you. Want to Upgrade?

To: David R. Doerr who wrote (1504)	5/14/1999 12:21:00 PM
From: David R. Doerr	Read Replies (1) \| Respond to of 3773

From Marshall Senk..... DESPITE THIS WEEK'S REBOUND, WE BELIEVE THAT MANY GOOD BUYING OPPORTUNITIES REMAIN IN OUR SECTOR. We continue to like Broadvision, Intraware and TSI and also believe that renewed momentum is Genesys' shares could indicate a coming rebound in that stock, which has struggled despite solid fundamentals. In the case of Broadvision, we believe that business is tracking well and that the company's coming version 5 product (previewed at last month's user conference) will allay customer concerns regarding new functionality.