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Technology Stocks : EXLN - Excelon

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To: Bob Trocchi who wrote (764)5/22/2001 4:03:22 PM
From: hasbeen101  Read Replies (2) of 811
 
Bob,

It's positive to see that the PR focuses on Phil Lee's sales & marketing capabilities. At least this shows the company is not 100% oblivious to that issue.

I agree with you that they're likely to split the company sometime (after all, they did announce that it was their intention). I certainly know that some investors (myself included) wonder whether the B2B business has a negative value. Probably some others think that about Object Design. By splitting them, at least they give investors the opportunity to bet on one or the other.

However, to state the blindingly obvious, some new revenues from anywhere would really help. Earnings would be better still!
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