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

To: ahhaha who wrote (147)	2/19/2000 12:36:00 PM
From: michael256	Respond to of 811

Ahhaha, your insight, knowledge, and comprehensive reply is greatly appreciated. Thank You.

To: ahhaha who wrote (147)	2/19/2000 2:12:00 PM
From: Joe S Pack	Respond to of 811

Ahhaha, Thanks for the reply. Based on your answer and my understanding I see three competitors. 1) Oracle Is IBM, Oracle, Microsoft, or CA?s Jasmine (with some tweaking) a possible future competitor? I don't believe so. They all ran from the failure of OODBMS to revolutionize DBMS and did so with such haste that they caused a vacuum which only EXLN could fill. EXLN was left holding the bag and suffered greatly. Oracle has kept their foot in the XML door just like everyone else, but the problem is that unless you made a major commitment years ago to OODBMS, you are seriously behind. Oracle's 8i emulates the function of OO, but that isn't good enough. Oracle has locked themselves into an adequate solution, not a premier solution and they still have all that legacy RDBMS ware which gave them the DB monopoly in the first place. They are going to have major problems transforming the "big" ware to the new svelte environment. Their size advantage of the past now is their Achilles' heel. No doubt Oracle will grab the majority of this niche of the B2B market, but any company going with them will be embedding intrinsic incompatibilities and inefficiencies. It has finally become critical to have pure OO in your interoperability development suite. Hybrids found in Products from IFMX and ORCL won't do, but many corporations will try to make them work. This will enable EXLN to grow at a manageable rate without being demand swamped. It has been observed time and again big corporations are like big government bureauracy and they don't and cannot reshape their systems within a small time window. On top of that entrenched interests and unwilliningness to embrace changes will keep them sticking to their existsing systems, even at the expense of (marginal) improvement in efficiency. So Oracle will continue to keep holding their installed bases. Thus I see EXLN having little or no chance in penetrating existing deployments of Oracle. This does not mean Oracle ends there. This leads me believe in EXLN to capture new players competing against Oracle. 2) MSFT. Based on their history I won't trust this company. They are good at working together and copying (stealing) it. If push comes to shoves they will do it. What will it take to make their file systems XML compatible? Let alone entering DB market. But given all current trouble with DOJ, they are more interested in savings WinDoze turf. So in the long run who knows. 3) WEBM. This has generated lot of hype and attention from the Street based on IPO. That will be a great advantage in marketing. However, I would like to see WEBM and EXLN merge for figthing against giants like ORCL and MSFT. At the least it will give a solid technological advantage. It has been proven time and gain superior technology alone cannot guarantee success. -Nat

To: ahhaha who wrote (147)	2/19/2000 4:08:00 PM
From: Bob Trocchi	Read Replies (1) \| Respond to of 811

ahhaha... >>This will enable EXLN to grow at a manageable rate without being demand swamped. << I pulled the above comment out of your very excellent summary of EXLN. What do you perceive a manageable growth rate to be? Second is it possible to estimate the market growth rate with so many different approaches? Thanks Bob T.

To: ahhaha who wrote (147)	2/19/2000 7:43:00 PM
From: Richard	Respond to of 811

Ahhaha, Your response to michael256 Message 12917032 and to me in Message 12804359 are worth ten times the yearly marketing budget of EXLN. Some people may not appreciate your communications style or how you blow some posters off, but I just wanted to express my appreciation to you for not having to wade through the 100's of messages that one is customarily required to do so on many of the other threads. Thanks again Ahhaha and please keep positioning the significance of EXLN relative to the rest of the XML world. Richard