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To: guido leone who wrote (3669)3/13/2001 11:07:16 PM
From: Luce Wildebeest
   of 3773
 
Guido is this the paragraph that made you wonder?

``My sense of the competitive landscape is I think BroadVision remains very strong in one of the components of the broader market,'' Krieg said. He noted that other competitors such as H-P and Sun Microsystems Inc. (NasdaqNM:SUNW - news) are entering the market. Eventually, the market will boil down to two or maybe three key players, he said.

If I thought it wouldn't I'd sell it immediately. I'm still holding from 38 I'm slightly embarrassed to say. Your question though will stir me on to do some deeper dd. My portfolio is comprised of around 20+ companies so it's not difficult for some of my holdings to become questionable before I realize it. What's your thoughts on this? Calvin

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To: guido leone who wrote (3669)3/13/2001 11:12:03 PM
From: Luce Wildebeest
   of 3773
 
Tuesday March 13 4:46 PM ET
BroadVision Nails 3-Year Deal with ABN AMRO

By Ilaina Jonas

NEW YORK (Reuters) - BroadVision Inc. (NasdaqNM:BVSN - news), maker of software that allows companies to manage their Web pages and personalize them for customers, on Tuesday said it struck a deal with ABN AMRO (AAH.AS) to help the Dutch banking giant improve its Web site's ability to sell to customers.

The three-year licensing agreement, worth in the ``high-seven figures,'' will allow Amro to cut its number of Web sites worldwide to six from 250, BroadVision Chief Marketing Officer Chris Grejtak said. To do this, ABN AMRO will employ BroadVision's suite of electronic business applications. It includes software that allows the bank to personalize Web sites for each customer and another that analyzes the customer's activities so it can target additional products to them.

The suite also includes an application ABN AMRO will use to target retail customers, another for business-to-business activities and another just for the financial industry.

The banking group will make these applications available to its business units and associated banking institutions around the world, the companies said. Additionally ABN AMRO intends to use the application to develop personalized financial services delivered to customers via the Internet and wireless devices.

``BroadVision remains the leader for people who want out-of-the-box functionality and then once it's installed, the installer goes home,'' said Legg Mason analyst Paul Krieg.

Krieg maintains a buy rating on BroadVision. He said the deal would not prompt him to change his financial forecasts for BroadVision's current quarter. Under the arrangement, Redwood City, Calif.-based BroadVision along with Hewlett-Packard Co. (NYSE:HWP - news) and PriceWaterhouseCoopers Management Consultants will open a global support office devoted exclusively to ABN AMRO in Amsterdam.

The three-year license deal will take about 18 months to complete and BroadVision will recognize the revenue as the projects are completed.

The business-to-business portal is now underway in Chicago and is expected to be up and running in about 12 weeks.

``There's a tremendous reduction of IT (information technology),'' Grejtak said.

The other two main players in the market for software companies use to sell their goods and services over the Internet are Art Technology Group Inc. (NasdaqNM:ARTG - news) and Vignette Corp. (NasdaqNM:VIGN - news). All three companies have their strengths and weaknesses, Krieg said.

``My sense of the competitive landscape is I think BroadVision remains very strong in one of the components of the broader market,'' Krieg said. He noted that other competitors such as H-P and Sun Microsystems Inc. (NasdaqNM:SUNW - news) are entering the market. Eventually, the market will boil down to two or maybe three key players, he said.

Shares of BroadVision closed up 17/32, or nearly 10 percent, at $6-1/16 on Nasdaq.

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To: Luce Wildebeest who wrote (3670)3/14/2001 12:29:50 AM
From: GraceZ
   of 3773
 
That paragraph is confusing, H-P is a strong partner with BVSN. I don't see them as competitors.

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To: GraceZ who wrote (3672)3/14/2001 8:17:32 AM
From: Bosco
   of 3773
 
Hi Grace - my following comment may not apply to HWP and BVSN, since I see HWP is a kinder and gentler corporation, but why do you think partners can't be competitors <g>? Look at MSFT [the old MSFT, at least,] it partnered with SYBS, FTP Software, Citrix etc etc.See what have become of them!

With regard to BVSN, while I think it is still trying to grow up, I think it will survive, one way or another

best, Bosco

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To: PeterR1700 who wrote (3663)3/15/2001 1:04:10 AM
From: ken-l
   of 3773
 
peter,

how're ya doing ???? been a long time i havent touched BVSN !!! but, just got back in today <short term basis> !!! here's the copy of the short term thoughts <which obviously, maybe wrong> !!!

this one is a bit complex to explain !!! it broke the bullish intermediate term wedge to the upside a week ago; but instead of going up, it had been trailing along the upper trend line of the broken wedge <think i told somebody before, but i forgot who ?? - GGGG> !!!!!

then, from last tuesday till yesterday, it created another short term bullish wedge on top of the long term wedge, which was broken again yesterday !!!

although it could not ascend higher today <again, blame it on the banks - GGGG>, it tapered off horizontally, instead of down trending !!! in addition, it has bullish divergences printed all over its intraday MACD and RSI; thus keep an eye on the short term 61.8%, which should be trading in conjunction with the 10dma tomorrow, gang !!! if this thing can break its resist @6.36+/- tomorrow, it may ascend much higher <percentagewise> in the short term basis !!!!

on the other hand, should it fail to hold the current short term bottom @5.44 tomorrow, there's nothing much between 5.44 and the upper trend line of the long term wedge @4.50+/- !!!

S/T
- 7.27
- 6.92
- 6.64
- 6.36

I/T
- 8.26
- 7.72
- 7.29
- 6.85

I/T
- 9.31
- 8.57
- 7.97
- 7.37

I/T
- 11.50
- 10.34
- 9.41
- 8.47

observation only .... and i maybe wrong !!

regards,

auto
ps. not an advice to buy/sell BVSN

pps. short term basis only !!

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To: gizelle otero who wrote (1524)3/16/2001 12:44:31 AM
From: John Pitera
   of 3773
 
BVSN is a wall street darling and a high growth, class act for the next 10 years.


gut check time?

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To: ken-l who wrote (3674)3/18/2001 8:24:52 PM
From: PeterR1700
   of 3773
 
Ken - I'm not particularly adept at analysis nor charting so while I appreciate your thoughts I don't really have any learned response.

Here's what I'm thinking...current market conditions SUCK! And as a result, the downdraft has been horrific and not a reflection of what things will look like down the road.

And since I'm a longtime and longterm investor, I'm just waiting it out. (hopefully my/our patience will be rewarded over time.)

FWIW - there's nothing I can see that is fundimentally wrong with the company. And since their JAVA thang is coming soon, it should only enhance their offering b2b.

But I will say this is no fun. The wealth effect attrition has been humbling.
P

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To: PeterR1700 who wrote (3676)3/18/2001 11:54:19 PM
From: ken-l
   of 3773
 
peter,

Message 15524040

and good luck with your long term investment !!
=)

regards,

auto

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To: ken-l who wrote (3677)4/2/2001 5:04:56 PM
From: PeterR1700
   of 3773
 
Ken/ALL: this just in. T'would appear the carnage continues.

biz.yahoo.com 

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To: PeterR1700 who wrote (3678)4/2/2001 5:28:38 PM
From: GraceZ
   of 3773
 
Well at least they are finally aware they need to attack those expenses aggressively. I do wonder if this restatement of 2000 expenses isn't an attempt to make the current quarter not look as bad. Am I just getting cynical or what?

FWIW- ITWO warned this morning and it got bought. This leads me to believe that until warnings or earnings are issued nobody wants to own tech of any stripe, but once the news is known....

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