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Technology Stocks : EXLN - Excelon
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To: John B. Ray who wrote (192)2/24/2000 8:47:00 PM
From: jjs_ynot  Read Replies (1) of 811
 
Companies mentioned include TSI, WEBM, NEON and Software Methods(?).

When you choose the path of being the back-end infrastructure provider; you are not going to get the big press that the application vendors get for new venues.

For better or worse, EXLN is destined to a lower profile service and infrastructure provider role. It is unclear whether the margins will match. CSCO, LU and JDSU to name a few have done well as infrastructure providers; however, the road is littered with alot of promising failures as well.
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