Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : EXLN - Excelon -- Ignore unavailable to you. Want to Upgrade?

To: ahhaha who wrote (24)	2/4/2000 12:28:00 AM
From: Tim McCormick	Read Replies (1) \| Respond to of 811

Interestingly, if you read the WEBM S-1, you will see that ODIS was their second largest customer in FY ending 3/98-accounting for 10% of their revenues. The same document warns investors that all of WEBM's customers are also potential competitors. Although, many of WEBM's customers are also shareholders, EXLN is not listed as a 5% or more holder. I suspect some of the marketable securities on EXLN's balance sheet are WEBM stock. This issue is priced next week I believe, and it appears EXLN's XML/B2B revenues are at a comparable annualized run rate. Tim