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

To: Bob Trocchi who wrote (661)	12/12/2000 2:59:29 PM
From: hasbeen101	Read Replies (1) \| Respond to of 811

Bob, I think the key sentence in the PR is: As a pioneer in developing XML-based technology, we are in the right place at the right time, with the right products, employees,customers, and partners to continue our growth in the B2B arena, and maintain our lead in the object-oriented data management market In other words, expect growth from B2B, and in ODBMS we will continue to be the biggest fish in a very small (and almost stagnant) pond. This is my #1 reason for not wanting to own shares in this company. It is very easy to sit back and "enjoy" being the biggest company in the ODBMS market. Of course going head to head with ORCL would be insanity, but IMO this company has the technology to double the ODBMS market every year for 5 years if they decided to try. This would entail a focus on working with software developers and various vertical markets such as finance and telco. It would also entail paying attention to obvious factors like selling a TCO (total cost of ownership) story and leveraging the Microsoft and Sun connections. Instead we just have 20% revenue growth and a sales model that doesn't scale.