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

To: dbblg who wrote (419)	4/16/2000 4:10:00 PM
From: Ahda	Respond to of 811

From raging bull A buddy of mine who's been a long term EXLN investor listened in on the conference call - some very good points: I just listened to the Excelon conference call and it all sounds really good. The dial in number is 719-457-0820 Pin #457678. I highly recommend that you listen to the call. To sum it up, things are going very well and they are expecting more upside surprises and advised the new analyst who picked up coverage to raise his estimates on revenue. They feel that the sales they have already made will have a viral effect where many of the clients they have already sold to will, and are, introducing them to their partners. Licensing fees are averaging between $450,000 and $1.5 million. There are some nice margins in those numbers. Also, they commented on their competitors and basically said they are all about the same size and does not feel that any one in particular has a size advantage. If fact they feel they have a big advantage over somebody like Web Methods because they already have their sales infrastructure in place around the world. Each one of their competitors has a slightly different focus on the XML. Theirs is being able to handle communication with many different partners using different dialects and incorporating that within the business workflow. Others such as Web Methods focus on connecting SAP systems to other SAP systems and On Display focuses on using actual documents to transfer info. They are becoming very big in the insurance industry and recently sold to AXA, plus they said they are now working with ACORD. They could easily become the de facto standard in insurance (Westfield, Swiss Re, Nationwide, AXA, ACORD - That's an impressive list of customers from a particular industry where XML has not become widespread yet) ericf p.s. I do B2B eCommerce work in the Insurance industry, and if they establish a beachhead there and get involved in the standards push with ACORD and the like, there is a humungous market opportunity there. Insurance is a bit behind the times as it relates to technology uptake, and that industry has room for major improvements that XML and data interchange can provide.