BroadVision (BVSN) bolted 25% higher Friday, highlighting a shift of strength in the No. 40-ranked network solutions industry group. The gain appeared linked to news reports that Microsoft (MSFT) was set to spend $1.6 billion to bid for Yammer, a maker of social networking applications for businesses. The news follows the June 4 announcement that Salesforce.com (CRM)agreed to buy Buddy Media for an estimated $745 million in a deal expected to