EXLN - Excelon Message Board

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Technology Stocks : EXLN - Excelon

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To: hasbeen101 who wrote (556)	7/31/2000 9:07:56 PM
From: Keith Monahan	Read Replies (2) of 811

In regard to margins, the only things I am interested in are the free cashflow or earnings that are generated net of everything. Maybe some people find the gross margin useful, but according to my understanding of security valuation, it is quite irrelevant. I think at this point, B2B revenue growth and revenue visibility are more important than the earnings number. And as long as the cash burn is not an issue (which it isn't now) I say keep plowing as much as possible into marketing and sales to drive the top line. Opportunities like EXLN has today do not come around often. Five years from now, no one will care whether earnings turned positive in 2000 or 2001. They will care whether EXLN grabbed a market share reflective of their superior product line.

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