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

To: Bob Trocchi who wrote (520)	5/30/2000 1:43:00 PM
From: Ahda	Respond to of 811

Bob thanks the link was interesting. It covered the economy in a day where interest rates are slowing growth and reality is dictating that prices can't continue to retreat. I agree about the vast majority of b2b providers re web to web but i shall clarify that by saying i feel that business to internal self and suppliers to that self will increase due to ease of access in a non retail sense. The consolidation in this industry might be the start of a silent prayer that in unity there is hope. Sterling uses EXLN and ironically WEBM goes up can you figure that one out.

To: Bob Trocchi who wrote (520)	5/30/2000 2:25:00 PM
From: Elsewhere	Read Replies (1) \| Respond to of 811

The link to the full article of that paragraph in the weekly C\|NET review is Shakeout looms over B2B market news.cnet.com Yes, looking at the numbers of the VIGN/ONDS and WEBM/ASWX deals and comparing the price/sales ratios to EXLN is an interesting exercise. Market seems to like that deal today for WEBM as its stock is up 6 as we speak. Two days after the publication of the deal WEBM dropped from 71.50 to 56.75 last Wednesday (see the 5-day chart, finance.yahoo.com ). On days like today when the market cap increase of WEBM is higher than the total EXLN market cap I rather think of the duration of the WEBM lockup period...