Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elsewhere who wrote (611)	10/19/2000 6:38:45 PM
From: Keith Monahan	Respond to of 811

On the conference call they gave guidance of 20%+ sequential revenue growth for B2B for Q4, and continuing each quarter in 2001. This would translate to B2B revenues of roughly $23 million for FY 2000 and $50 million for FY 2001. ODBMS will continue flat to slightly down over the next 5 quarters (I wish this business would just disappear). Breakeven planned for Q2 2001. High profile win with Amazon - although not big dollars (350K this quarter).

To: Elsewhere who wrote (611)	10/19/2000 7:37:59 PM
From: hasbeen101	Read Replies (1) \| Respond to of 811

A sequential revenue decline isn't a dream result. I can only assume that the people who pushed the price up 20% either do think it's a dream result, or they thought they had inside information when in fact they didn't. My B2B projection was topped but Object Store sales seem to decline. Any growth in ObjectStore revenues would have been nearly miraculous IMO, since the company is not even trying to grow ObjectStore revenues. This is what I refer to as the "Honey I shrunk the company" business strategy.

To: Elsewhere who wrote (611)	10/19/2000 7:38:28 PM
From: hasbeen101	Respond to of 811

A sequential revenue decline isn't a dream result. I can only assume that the people who pushed the price up 20% either do think it's a dream result, or they thought they had inside information about an upside surprise when in fact they didn't. My B2B projection was topped but Object Store sales seem to decline. Any growth in ObjectStore revenues would have been nearly miraculous IMO, since the company is not even trying to grow ObjectStore revenues. This is what I refer to as the "Honey I shrunk the company" business strategy.