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

To: jjs_ynot who wrote (193)	2/24/2000 10:38:00 PM
From: ahhaha	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. Even if this were true, what relevance does it have? You have strung together words which say absolutely nothing. Contrary to SI patzers a company needs no press. They only need bottom line. Are the four companies mentioned above application vendors or solutions providers? For better or worse, EXLN is destined to a lower profile service and infrastructure provider role. Seems TSI, WEBM, NEON and Software Methods(?) fit that description better. The article's author was only mentioning the relative competitive position of those EAI companies vs the purists like WEBM and EXLN. EXLN wasn't mentioned because the article concentrates on WEBM which has recently IPO debuted and is unknown. ELXN is well-known and doesn't need that kind of visibility. To the extent they are an "infrastructure provider" EXLN sells to implementors, but they sell to and support users as well. The business community isn't fooled by Upside glitz. You're not dealing with MSFT shrink-wrap or retail software. This is big time and corporations aren't going to be fooled, if they have to plunk down $100Gs to kick off the project. It is unclear whether the margins will match. Margins? EXLN isn't a "margins" play. About the only "margins" plays that exist are the dying rust buckets sinking in the NYSE graveyard. 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. Why not give a few examples? To make such a broad statement which has no identifiable basis or relevance makes one wonder why you bother to make it. Have you considered the possibility that it is better EXLN wasn't mentioned? Think ROLM.