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Technology Stocks : EXLN - Excelon

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To: Dale Baker who wrote (314)3/23/2000 2:21:00 PM
From: GraceZ  Read Replies (2) of 811
 
Hey Dale, It's looking like the market is going to give those that are little slow to grasp the significance of this company another opportunity to get in. Here are some of the more interesting clips from the EXLN board over on Yahoo. I don't think it'll be much longer before everyone will be talking about XML all at once:

re: WAP and XML

by: CrisFunBoy 3/22/00 2:54 pm Msg: 7296 of 7362

WAP = Wireless Application Protocol. It is a protocol for transferring information to wireless devices,
works on a 3-tier system of server, gateway, and receiver. Servers can be anywhere on the internet,
gateways are provided by wireless service providers, receivers are cell phones, pagers, etc. Clearly very
low-level and has nothing to do with XML ;->

WML = Wireless Markup Language, the language of internet browsers embedded into wireless devices.
WML is expressed in terms of XML. You can create WML documents from XML data by using XSLT
transformations.

A quick XML summary for less Tech.

by: catlaunch_2000 (28/M/Maryland) 3/22/00 4:46 pm Msg: 7322 of 7362

I didn't understand the technical aspect of XML either when I first started with this stock. So after a little
research, I discovered that what XML does in lamens terms is:

1. Make it easier for the programmers to define new types. HTML has a bound set of rules. XML has
more flexibility.

2. You will have more powerful web pages, as a user. Remember when javascripts and such were fairly
new to web pages. Well, XML will sorta be the next step.

3. With XML, the data entered into the XML scripts can be used for more than just web pages. It can be
used for Database apps as well.

For Database apps, check this out:

This is an example of the old way in HTML that userdata (like a new custormer entry) might look like:

<LI>JOHN DOE</LI>
<LI>HOUSTON</LI>
<LI>TEXAS</LI>
<LI>713-440-1234<LI>

In XML, the programmer could make it look like this by defining his own new tags:

<NAME>JOHN DOE</NAME>
<CITY>HOUSTON</CITY>
<STATE>TEXAS</STATE>
<PHONE>713-440-1234</PHONE>

By doing it this way, for a database entry, now the host can have an option in the program to list all
customers with the <City> tag matching HOUSTON. More Strength in XML.

XML will totally and completely replace HTML in the future in terms of what programmers will program in,
because the format is very similar, so the transition for programmers to learn XML is a snap. You will start
to see all of the major browsers, like I.E. and Netscape begin to release XML capable browsers probably
by years end.

Now eXcelon (formerly Object Design) has been developing XML tools for quite sometime now and in
many regards may be years ahead in its development. My brother-in-law works as a programmer at
Oracle and agrees that they are really just starting to use XML there. And if ORCL really does go all out
in XML, it will only create better wealth for EXLN because of the recognition. A rising tide raises all ships.

Re: A quick XML summary for less Tech.

by: xmlschema 3/22/00 4:55 pm Msg: 7323 of 7362

One important thing you missed about
XML, and it's a process which surrounds
it rather than the language itself.

Along with XML comes standardized
(harmonized) tag sets for different
vertical markets. There'll be (if there
isn't already) a language of tags for
the financial industry which everyone
can agree on. This way all the different
financial packages can agree upon what
<PRICE_QUOTE>25.5</PRICE_QUOTE> means.

It's XML's providing an eXensible medium
for standardizing these language sets
which actually makes all the fortune
500 salivate. Those sets of agreed
upon tags will save them BIG BUCKS.

<Pre-Release>BIG NEWS!!!!</Pre-

by: java_tecky (ase>) 3/22/00 8:31 pm Msg: 7356 of 7368

OK EXLN board surfers, here's some news for you. On the Raging Bull board I found a reference to the
InsWeb insurance mall site striking an exclusively deal with EXLN to incorporate EXLN's XML product set
into their B2B system architecture. AutoByTel is seriously considering moving to EXLN technology as
well. Both sites are converting from straight ASCII comma delimited streams to ACORD standard XML
data transfers. You heard it here first!
JT

ODIS123 I Say Stick With It!

by: java_tecky 3/22/00 8:45 pm Msg: 7357 of 7368 ODIS123,

My recommendation is to stay in for the long run. With the XML Acord standard finally becoming a true
"standard", companies such as EXLN are going to become more profitable. EXLN having an exceptional
object database background makes the company even stronger. Have you seen the Acord XML standard
defined for the insurance industry? Looks like a well defined business object model! EXLN has a huge
leg up on the competition from a modeling perspective, you don't build ODB's without understanding the
object paradigm. All in all I see EXLN as becoming a leader in the B2B space. Large to mid-size
companies are looking to purchase services which enable them to open up their legacy systems, EXLN's
product set ...as I see it... is positioned well to get them there. --Java_Tecky

Subj: revenue discussion in Sydney

by: Pawel3663 3/22/00 9:27 pm Msg: 7359 of 7368

"Are you saying that the Q1/00 revenue in Asia will surpass the q1 99 revenue worldwide including the
US?"
Yep.

What else you learn at show?

by: Pawel3663 3/22/00 10:16 pm Msg: 7362 of 7368

hi mister_j_10549

In short: All the ingredients that made me lifting my price target from $100 to $200+ (after six splits) Just
hope that noone takes it over for $100.

In long: I learned more about the current and upcaming producst and how they fit in different B2B
models. I learned about some old and new deployments. I understood why eXcelon is the only company
that provides dynamic b2b solutions regardless of client IT infrastructure (open, non proprietry
connectivity). And, because I used Object Store for 4 years I know why no other company can compete
as far as speed and scaliability goes. And, the best bit is that they never will! CashForward virtual
memory approach is the only one solution I know of and guess what ... it is patented!
If I wasn't applying professional risk management control of my portfolio I would already have taken all my
6 gold credit cards, bought synthetic long position in EXLN up to the credit limit, margined that to the max
and sleep well at night ;-)

Good luck.

insweb / autobytel / xml acord standard

by: jabbernow 3/23/00 1:45 am Msg: 7368 of 7368

Your statement makes a lot of sense, since insweb is experiencing a lot of problems communicating data
to it's participating carriers. Insurance companies MUST and WILL migrate to the ACORD xml standard
for their ecommerce...no doubt. It would be a great shot-in-the-arm if Excelon is the tool that they use.
Please also note the previous press release re Westfield companies using excelon for an insurance
portal. (P.S. Westfield is the company that was reportedly suing Tenfold - a wall street darling for
delivering a policy management system that reportedly had a lot of problems...I wonder what that press
release means regarding the tenfold contract - which was somewhere btwn 3 and 5 million $). Doubtless
they will be incorporating the ACORD standards in that implementation. The insurance industry is a huge
market for e-commerce using xml...not just for the insweb type of implementation.

Interesting post...hope it proves true.
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