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Technology Stocks : EXLN - Excelon

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To: GraceZ who wrote (434)4/18/2000 10:38:00 AM
From: Bob Trocchi  Read Replies (1) of 811
 
Grace...

Now remember I am LONG on EXLN. I am as anxious as anyone to see the share price up to 20+ again.

I will however continue to point out that direct selling to large corp.when you are a really small company is costly, time consuming and often not successful since the Oracle's of the world have been selling to these people or years, have the relationships built up and have a certain degree of trust with the customer.

Today, I saw two press releases from Keane, a large billion dollar a yr. consulting firm in Boston. Both PR's mentioned contracts that are in the B2B area and both mention that Keane will be using things like JAVA and XML.

>>Keane, Inc. to Build Fixed Income 'Hub' For J.P. Morgan<<
biz.yahoo.com

>>Keane Partners With Optimum Logistics To Build First Internet-Based Open Logistics System For Bulk Materials<<

biz.yahoo.com

I think you would agree that J.P. Morgan is a well known large financial firm. I guess the news did about Swiss Re, did not spread like wild fire!

Now wouldn't it be lovely if EXLN had a relationship with Keane!!! It is in this context that I stated that EXLN should be selling to "developers" and that Keith called me on it as I was not clear enough. In the context I was describing, Keane is a developer. Purists would argue with my choice of the work "Developer" but in its broadest sense, it is anyone who can use EXLN in providing a solution to a customer.

Go EXLN

Bob T.
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