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Technology Stocks : EXLN - Excelon
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To: Elsewhere who wrote (565)8/1/2000 8:05:38 AM
From: hasbeen101   of 811
 
If you like fast growth then it wouldn't be fair to blame EXLN for not being more profitable, relatively they are far more profitable than ARBA, CMRC or WEBM. If you prefer a high net EPS you should think about your admiration of WEBM.

I am certainly not a cheerleader for WEBM. In fact I do not follow them at all. I think Bob Trocchi pointed out that EXLN's profitless growth at about 25% per year didn't stack up well against WEBM's profitless growth at 300% a year. The goal is to create positive earnings. If you are profitless but growing at 300%, at least there is the reasonable expectation that you will soon become profitable due to spreading your fixed costs over a vastly enlarged revenue base. But if you are profitless and growing at 25% then all you have is hope. I think hope alone is too slender a basis for investing in a stock.

My fair value target is 30 x $0.46 or $14 by spring 2001 and about $50 by 2005.

As you might expect, I think that is an optimistic estimate. But, having said that, it is a reasonable estimate in that it forms a good basis for rational debate. I left this thread alone for a while because it got a bit crazy. Some of the stuff on yahoo is totally crazy.

Oh, and by the way, I do hope that your estimate proves not to be optimistic, since I would like to see this company succeed. I would be even happier if there was some evidence to support that hope.
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