EXLN - Excelon Message Board

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Technology Stocks : EXLN - Excelon

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To: Elsewhere who wrote (558)	7/31/2000 10:43:50 PM
From: hasbeen101	Read Replies (1) of 811

Then why did you talk favorably about WEBM (#reply-13673406 )? I said nothing about WEBM's gross margins. I don't care about them. I did say that their growth rate of 300% was better than EXLN's 25%. I don't see what that has to do with gross margins. In my model EXLN will have a 12% net margin on sales of $122 million in 2002. Thanks for posting an explicit prediction. Four years ago, I considered that EXLN was on the brink of consistent and growing profitability. I was quite wrong. I sincerely hope that you are right, since I have poured the last few years of my like into building a product that is based on EXLN technology and I would love to have a thriving supplier. However, my opinion (FWIW, since I was wrong 4 years ago) is that EXLN will have trouble becoming consistently profitable. Just to double-check, you would be looking at EPS of about 50 cents in 2002 if I have done the math correctly. I would be inclined to assign a P/E of 30 in that case, resulting in a fair value of $15 in 2002 if you are correct. I expect you would be inclined to apply a higher multiple.

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