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Technology Stocks : EXLN - Excelon

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To: Keith Monahan who wrote (451)	4/18/2000 3:44:00 PM
From: Richard Habib	Read Replies (1) of 811

He did endorse some upside to the $3.4M B2B rev but keep in mind that they still project Data Server rev to be flat to declining. (He did note that it wasn't going away and that they are adding new customers). Since 80% of total rev is flat to declining, that would explain indications that they expect flat rev in Q2 with some growth later in Q3 and Q4 as B2B gets larger percentage wise. He also did note that over time he didn't see any reason they couldn't grow in line with other B2B companies and of course they are. B2B grew 80% sequentially. It's just that the majority of the company isn't B2B yet. Over time as B2B becomes predominant than overall rev could grow in line with other B2B stocks that have no slow growth segments. Rich

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