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

To: John B. Ray who wrote (192)	2/24/2000 8:47:00 PM
From: jjs_ynot	Read Replies (1) \| Respond to of 811

Companies mentioned include TSI, WEBM, NEON and Software Methods(?). When you choose the path of being the back-end infrastructure provider; you are not going to get the big press that the application vendors get for new venues. For better or worse, EXLN is destined to a lower profile service and infrastructure provider role. It is unclear whether the margins will match. CSCO, LU and JDSU to name a few have done well as infrastructure providers; however, the road is littered with alot of promising failures as well.