BroadVision Today

1
BroadVision Today

• BroadVisions Software enables
• Mass customization of Internet marketing
• Provides interactive, targeted marketing for
  every customer
• Better than direct marketing or database
  marketing
• Attracts engages customers, retains them, and
  allows you to transact with them Also allow you
  to predict their needs
• Currently penetrating telecom, financial
  services, and Web retailers
• Software uses Rule-based concepts versus
  collaborative filtering
• Most of customers customers do not care what
  other person bought, trusts experts more, and
  have more at stake
• Customers are usually not impartial distributors
  and want to change prices with different profiles

2
Steps to Enhance Competitive Position

• Is retailing a good market space to penetrate
• Collaborative Filtering has proved successful
  there and BroadVision does not excel in CF
• Some rationalization of this market space is
  necessary
• Have they considered strategic partnerships with
  ERP software companies?
• Rule-Based might be more effective in B2B
• Is the RD structured to lock-in current
  customers?

3
Steps to Enhance Shareholder Value

• In a rapidly evolving industry, it is imperative
  to turn a profit before the industry direction
  changes
• Although revenues increased approximately 3x (see
  statement of operations), cost of license
  revenues increased 4x (cost controls in place?)
• Although BroadVision claims to want to follow
  Cisco by servicing repeat customer base, sales
  and marketing expenses have almost doubled
  (currently has 300 customers how many more do
  they need? )