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

To: ahhaha who wrote (52)	2/7/2000 12:04:00 PM
From: Joe S Pack	Respond to of 811

To the whole thread: While EXLN has a good technology, can technology by itself make a company great? As we have seen in several instances (MSFT, AOL, and .....), mere marketing hype alone can win any superior technologies. Seldom we find the opposite. What happens when companies like ORCL buy this beauty? Is EXLN kind of companies such a threat to ORCL? Bill Gate is claiming to make his W2K all web centric and XML centric. What prevents him simply copy some of these technologies and integrate in his OS? (We know what he did to SYBASE and Dr-DOS). Just curious. -Nat

To: ahhaha who wrote (52)	2/7/2000 1:17:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 811

ahhaha, I'm looking at this stock, and like you I kindof like it - but the fact is that most b2b activity these days is working with static, structured data such as purchasing which is purely text - and we can barely make that work based on differing data formats across application packages. This disparity among data was what dogged edi for years and there isn't anything XML or the internet brings to the table to change that. I am skeptical of your b2b revenue forecasts from Forrester and others - those figures are total dollar amounts, not revenue recognized by infrastructure providers anyway. So say a GM transaction of $1K gets $10 transaction fee - some of the forrester numbers are extended by a factor of 100. As far as competition in the middleware area - I guess webm, iona would qualify - plus all of the bigger names moving into the space such as Oracle. I think exln is interesting, and besides, a bunch of new architecture database people now at Oracle and others got their start at ODIS - I just feel you are reaching with respect to b2b revenue estimates as they apply to middleware and the competitive picture.