EXLN - Excelon Message Board

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Technology Stocks : EXLN - Excelon

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To: Keith Monahan who wrote (559)	7/31/2000 11:09:49 PM
From: hasbeen101	of 811

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. I have also advocated growing as fast as possible (within reason) even if that means incurring a loss. Part of my disappointment with this company's financial performance is because I believe it is growing as fast as it can, even at the expense of incurring a loss. According to SI, EXLN has 68 cents per share cash. If the company continues to lose about 20 cents per share per year, that is about 3.5 years of reserves. (I do realize that earnings and cashflow are not the same thing, but I expect they are roughly equal in the case of this company). How low do you think it would be prudent for the cash per share to go? I would not be comfortable with less than 50 cents, so I think cash burn may well become an issue within the next year. 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 I thought the company had a golden opportunity 4 years ago. You know what? I still think it was a golden opportunity: but for various reasons the potential was not realized. I wouldn't have cared whether the company became profitable in 1997 or 1998. But there is still nothing but hope to indicate that even 2001 will be a year of sustainable growing profitability. haha criticized me for not drawing the line when EXLN failed to meet my expectations in regard to revenues and earnings. Well I finally did draw the line (due to my own judgement, not haha's prompting).

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