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

To: ahhaha who wrote (629)	11/21/2000 1:20:31 PM
From: michael256	Read Replies (1) \| Respond to of 811

Oh, Thanks - What would I do without you!

To: ahhaha who wrote (629)	11/21/2000 2:16:03 PM
From: Bill Fischofer	Respond to of 811

I agree The patient investor with the courage to buy at these levels should be well rewarded over the next 12+ months. EXLN's 3Q guidance was for 25% sequential revenue growth for 4Q00. Companies growing at that rate don't stay depressed forever. EXLN continues to trade at a severe discount to its peers in the B2B infrastructure space which despite being temporarily out of favor remains one of the fastest growing areas of technology.

To: ahhaha who wrote (629)	11/21/2000 4:27:09 PM
From: Richard	Read Replies (2) \| Respond to of 811

Since early October when EXLN was at 10 there has been little institutional or trader selling in the stock. The move from 10 down has been small fry public selling, the selling that comes from previous buying built on speculation rather than fundamental conviction. Market conditions have allowed the public to take price down. The stock is now trading at its intrinsic value with no expectations for the future. So the "small fry public" was able to cut the stock in half? Or are you saying that since the "small fry public" that were speculating are now out of the stock, the stock is now based on EXLN's real value? Or might we say that some of the "small fry public" may have stayed with conviction if you hadn't blown them off this thread a long, long time ago?

To: ahhaha who wrote (629)	11/21/2000 4:45:07 PM
From: hasbeen101	Read Replies (1) \| Respond to of 811

Since early October when EXLN was at 10 there has been little institutional or trader selling in the stock. The move from 10 down has been small fry public selling, the selling that comes from previous buying built on speculation rather than fundamental conviction. Market conditions have allowed the public to take price down. The stock is now trading at its intrinsic value with no expectations for the future. I know that you know (from Valuation 101) that the expected return on a stock is based on the present value of future cashflows. You also know that these cashflows can take the form of the company being sold to another party, or they can take the form of earnings. As the management have indicated they would not accepts a takeover at anywhere near these levels, and the earnings have consistently been negative with no clear trend showing they will turn positive, I think it's inescapable that the present stock price in fact factors in a substantial improvement upon the present state of affairs. If you think the stock price should be higher than now, then you are expecting an even bigger improvement than the one discounted into the present stock price. Would you care to share with us your current revenue and earnings projections through to the end of 2001?

To: ahhaha who wrote (629)	11/21/2000 4:46:42 PM
From: hasbeen101	Respond to of 811

Since early October when EXLN was at 10 there has been little institutional or trader selling in the stock. The move from 10 down has been small fry public selling, the selling that comes from previous buying built on speculation rather than fundamental conviction. Market conditions have allowed the public to take price down. The stock is now trading at its intrinsic value with no expectations for the future. I know that you know (from Valuation 101) that the expected return on a stock is based on the present value of future cashflows. You also know that these cashflows can take the form of the company being sold to another party, or they can take the form of earnings. As the management have indicated they would not accept a takeover at anywhere near these levels, and the earnings have consistently been negative with no clear trend showing they will turn positive, I think it's inescapable that the present stock price in fact factors in a substantial improvement upon the present state of affairs. If you think the stock price should be higher than now, then you are expecting an even bigger improvement than the one discounted into the present stock price. Would you care to share with us your current revenue and earnings projections through to the end of 2001?

To: ahhaha who wrote (629)	12/7/2000 2:25:41 PM
From: Richard	Read Replies (1) \| Respond to of 811

Since early October when EXLN was at 10 there has been little institutional or trader selling in the stock. The move from 10 down has been small fry public selling, the selling that comes from previous buying built on speculation rather than fundamental conviction. Market conditions have allowed the public to take price down. The stock is now trading at its intrinsic value with no expectations for the future. Is it time to say that the "small fry public" has been able to cut the stock 75%?