exln is totally different space than the b2bi's/integrators (which is not to say it isn't going up, of course) - but its a low-price commodity type of product. If you want a cheap play in b2bi/integration, fundamentally I suggest mercator MCTR, which does play in the group (but not as well marketed), but it is being sued by every class action lawyer in the country now..
here is a post from yahoo that explains it as good as anything, notice this guy does not mention EXLN
messages.yahoo.com
Here's an analyst that also likes crossworlds,
Several middleware companies she highly favors include: Tibco Software (TIBX 97), WebMethods (WEBM 104 1/2), BEA Systems (BEAS 58), Vitria (VITR 39 7/8) and CrossWorlds Software (CWLD 15 3/4).
siliconinvestor.com
I don't like crossworlds so I'd say the b2bi/integration space top tier players right now imo are: tibx, beas, webm, vitr - private companies netfish, extricity, mercator on the outside, fwiw - I think excelon EXLN competes in the same area as the low end players SQSW etc. and those guys hang around at 500mm mkt cap |
