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

To: hasbeen101 who wrote (608)	10/14/2000 4:34:36 AM
From: Elsewhere	Respond to of 811

So let's hear it from the bulls. I'd consider myself an EXLN realist. My expectation for Oct. 19 is total rev. of $20.3 mn, a 36% yoy growth - much faster than ORCL, for instance (14% in Q1 FY 01): biz.yahoo.com B2B could be about $6 mn. This is not much sequential growth but I am sticking to what Goldman said - $20 mn B2B business in 2000: quote.bloomberg.com eXcelon CEO Sees Profits, Revenue Growth Ahead: Bloomberg Forum With my estimate of $7 mn in Q4 I end up at $21.9 mn B2B 2000, already beyond the CEO guidance. I wouldn't mind if EXLN closed the valuation gap to ORCL (EXLN grows twice as fast and has the better technology). This would mean a 4x higher share price based on the price/sales ratios. I am not asking for an ARBA valuation - that would be a 20x increase - though I expect a narrowing of the gap in the years ahead. BTW, here's the link to an EXLN FAQ somebody created: geocities.com For an interesting opinion on ARBA see #reply-14578859

To: hasbeen101 who wrote (608)	10/14/2000 9:25:04 AM
From: Keith Monahan	Respond to of 811

If the company can do $22 million for Q3, I'll be less skeptical about the B2B initiatives. Is anyone bold enough to forecast $22 million? I'll go for $21 million - $7 million B2B and $14 million ODBMS.

To: hasbeen101 who wrote (608)	10/19/2000 4:46:27 PM
From: Elsewhere	Read Replies (3) \| Respond to of 811

Why don't we talk about revenue growth? Well, there's none this quarter. A sequential revenue decline isn't a dream result. My B2B projection was topped but Object Store sales seem to decline. biz.yahoo.com Thursday October 19, 4:30 pm Eastern Time eXcelon Corporation Reports Results for Third Quarter 2000 BURLINGTON, Mass.--(BUSINESS WIRE)--Oct. 19, 2000--eXcelon Corporation (Nasdaq: EXLN), a leading provider of business-to-business (B2B) infrastructure solutions, today reported results for the third quarter ending September 30, 2000. Revenues for the third quarter ending September 30, 2000 were $18.8 million, resulting in a 21 percent increase over the $15.6 million for the same period of 1999. License revenue for this quarter was $12.3 million, up 33 percent as compared to the third quarter last year. Net loss for the third quarter 2000 improved to $1.85 million, or $0.06 loss per diluted share, as compared with net loss of $3.2 million or $0.11 loss per diluted share for the same period last year. B2B infrastructure revenues for the third quarter were $6.5 million, up from $5.4 million from the second quarter of 2000. Of that amount, $4.2 million was software license revenues. The B2B infrastructure business generated $15.5 million in total revenue during the first nine months of 2000. ...