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Technology Stocks : EXLN - Excelon

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To: hasbeen101 who wrote (454)	4/18/2000 4:32:00 PM
From: Richard Habib	Read Replies (1) of 811

In their annual rpt they noted competition for the B2B and the Data Server lines. The competition they list for Data Server is more extensive. Not only do they list other Object DBs, they list the relational DBs and the extended relational DB products as well as object to relational middleware. In the cc they also noted the difference in product pricing - Objectstore has to have a "huge" project to reach $1.5M where as they noted in the B2B space multi-million is not unusual. One example of another company shifting product lines is Pervasive PVSW which is de-emphasizing embedded database for eCommerce. The stock also fell quite far to about 10 when they announced the transition. I'm sure other software companies are in a similar position. It seems to me that Oracle with extensions and middleware can compete with Objectstore. With stories of Oracle giving 90% discounts on database pricing they appear to be destroying pricing power in the DB business, object or otherwise. And since their DB business is continuing to gain rev, it appears to be proliferating quite rapidly. I should note that I'm not in the business. I have followed the business for a while as an investor. Rich

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