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Technology Stocks : Edify (EDFY) IPO -- Any Comments? -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (273)	5/14/1999 4:06:00 PM
From: tuck	Read Replies (1) \| Respond to of 355

Re: BVSN, Broadvision first shipped their ebanking product in Nov. '97. In Aug. '98, they partnered with SONE. The agreement calls for joint product development and cross selling. BVSN does not break out their license revenues for each product in their public filings. So we can more or less treat SONE and Broadvision as a single entity for purposes of guaging Edify's competition in the EBS arena. Since no one else but SCAI seems to have a meaningful presence in the arena at this time, that should make it relatively easy for analysts who might be privy to the numbers for each company's EBS revenues to figure market share. BVSN's website conveniently lists all the analysts who follow the company, including their email addresses. Just for the heck of it, I'll try contacting them. Maybe one will actually deign to give me something useful. Apologies if I recapped old info. I cannot think of anything else to discuss at this point, so I'll likely shut up until the analysts get back to me or not, unless something newsworthy shows up. Given that this is a Friday, it'll be next week at the earliest. See Y'all Later, Tuck