1. BroadVision Today BroadVision’s 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 customer’s 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 R&D 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? … )