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To: Lizzie Tudor who wrote (1447)	9/10/2000 4:20:26 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 57684

PS the only software stock that looks like it wants to go up right now is peoplesoft. They re-tooled their architecture for the internet and this might even give I2 a run.

To: Lizzie Tudor who wrote (1447)	9/10/2000 8:19:41 PM
From: Keith Monahan	Read Replies (1) \| Respond to of 57684

exln is totally different space than the b2bi's/integrators (which is not to say it isn't going up, of course) - but its a low-price commodity type of product. You may want to take a closer look at exln - it does compete in the same space as other b2b integrators and is generally considered by most technical people to have the superior solution. The big question is whether they can capitalize on this superior technology. More than likely, they will be bought out eventually. Their website has a copy of an August 2000 Gartner Group report which gives exln high marks for their B2B product line: exceloncorp.com