EXLN - Excelon Message Board

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Technology Stocks : EXLN - Excelon

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To: hasbeen101 who wrote (608)	10/14/2000 4:34:36 AM
From: Elsewhere	of 811

So let's hear it from the bulls. I'd consider myself an EXLN realist. My expectation for Oct. 19 is total rev. of $20.3 mn, a 36% yoy growth - much faster than ORCL, for instance (14% in Q1 FY 01): biz.yahoo.com B2B could be about $6 mn. This is not much sequential growth but I am sticking to what Goldman said - $20 mn B2B business in 2000: quote.bloomberg.com eXcelon CEO Sees Profits, Revenue Growth Ahead: Bloomberg Forum With my estimate of $7 mn in Q4 I end up at $21.9 mn B2B 2000, already beyond the CEO guidance. I wouldn't mind if EXLN closed the valuation gap to ORCL (EXLN grows twice as fast and has the better technology). This would mean a 4x higher share price based on the price/sales ratios. I am not asking for an ARBA valuation - that would be a 20x increase - though I expect a narrowing of the gap in the years ahead. BTW, here's the link to an EXLN FAQ somebody created: geocities.com For an interesting opinion on ARBA see #reply-14578859

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