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BroadVision, Inc. Message Board

  • fxcoyras fxcoyras Dec 7, 2000 12:34 PM Flag

    Don't understand what CSFB is doing ?

    CSFB Tech Daily - 12/6/00 - Pt2

    CSFB Tech
    Daily
    Wednesday, December 6, 2000
    Jon Mano
    (212) 325-4530
    www.tech.csfb.com
    1CTN 378.96
    +37.24 +10.90%
    RESEARCH UPDATE
    BroadVision

    (BVSN-$24.81-Cap $7.4B-Buy)
    Brent Thill 415-836-7712

    Highlights from Enterprise Roadmap

    * Along with
    hundreds of customers and partners, we attended BVSN's '01

    Enterprise Roadmap event on Treasure Island in S.F.
    yesterday. Event focused on
    product roadmap/strategy,
    customer success stories, and partnerships.
    * On the
    product front, around 120 of BVSN's nearly 900 customers
    have set plans
    to upgrade to Q1:01's 6.0 release
    (upwards of 3/4 of installed base is in 5.x
    release
    range, making migration more painless).
    * On the
    customer front, Fleet Boston and Home Depot, among others,
    detailed the
    successes of their BVSN implementations.
    Fleet, the 8th largest financial
    services company in
    US, plans to roll out 6 portals this year and 6
    portals next
    year across various customer segments
    based on BVSN's One-to-One Enterprise and

    InfoExchange products. In a mature state, Home Depot expects
    20M customer
    visits/day and site personalization
    keyed to regional in-store retail
    assortments.

    * On the partner front, PwC now has over 650
    consultants trained on BVSN and
    industry templates
    incorporating BVSN products for financial services, retail,

    energy, telco, and CIP. BVSN's recent partnership with
    NCR creates new
    opportunities for BVSN's
    personalization/commerce applications in ATMs and POS
    machines, where
    NCR claims a 40% and 30% global market share,
    respectively.
    * Yesterday's event served to reassure
    customers/partners of BVSN's commitment
    to managing its upcoming
    product migration successfully.

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