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

To: BEEJAY who wrote (278)	3/16/2000 10:58:00 AM
From: ahhaha	Read Replies (1) \| Respond to of 811

You are only worried about falling price. Since that is your criterion of judgement, you should sell. If price were rising, you wouldn't be concerned about any news. Like most of the people who have speculated in the stock market and are now getting crushed from their greed, you have no business being involved with stocks.

To: BEEJAY who wrote (278)	3/16/2000 11:24:00 AM
From: Ahda	Respond to of 811

This is softer definition of EXln future From AH My whole protfolio is ill this morning Look at WEBM it is down too. NASDQ looks like it is having a fire sale. When you dont feel secure with a stock you can't hold it you have to sell it but if you feel strongly about it's potential the adverse is true. This is softer definition of EXlN future From AH "WEBM is pursuing a more lucrative portion of the market, but the trade-off is that that portion will not last as long as a more thorough approach. There is no reason why WEBM can't extend their target market to new arenas so that they can procrastinate on product depth. The stock market is acknowledging the bigger potential short run return and giving WEBM the benefit of the longer term doubt. WEBM went after the business that was exploitable right off the top because they wanted to quickly establish a wide market presence." "In contrast EXLN chose the developmental path where a firm concentrates on refining a solution so that it is robust, flexible, and comprehensive. In order to achieve this goal concessions had to be made, but that isn't so objectionable given a market not prepared for dynamic x2x solution. WEBM's approach forces them to take take a risky path by partnering with other integrators because they can't be bogged down with support and fine tuning of installed systems. WEBM's challenge is to maintain expected top line growth by broadening their markets and making the product more independent and EXLN's is to build up the top line by building ubiquitous presence." "WEBM's IPO packed the stock price and so it will be difficult for it to rise. EXLN is growing into their maturity gradually and so the stock price isn't flag poled. The stock fully corrects any short run upside action almost to the extent of the previous rise. Trading EXLN isn't worthwhile. You have to buy and hold. It's rare these days, but it is an investment." "Don't make the mistake of thinking the market is wrong about relative valuations. It would be a mistake to claim that WEBM's price must come down or EXLN must go up because of an artificial assessment. You would be comparing apples and bananas. That goes double to those who think these two are competitors. They may eventually be more direct competitors, but right now they are pursuing somewhat different vertical markets." "Further, both are competing with others and the market is so large all of the competitors will be completely engaged for many years without bumping into each other. What these companies are attempting is extraordinarily difficult and vast in scale. No one talks about that aspect. It may be the most difficult challenge of all similar to the complexities experienced when CASE first appeared on the scene. This may be where profit erosion occurs with manageable rapid revenue growth ."