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


To: GraceZ who wrote (669)12/27/2000 2:18:12 PM
From: Bob Trocchi  Read Replies (2) | Respond to of 811
 
Grace...

>>I'm not saying the longs didn't get screwed by the company here, they did, but what I'm saying this is a system wide fallout of an entire class of companies. One by one each and every one has been taken out back and shot. <<

True enough however, I suspect that with EXLN's price of 1.25,(as we speak) we now have a nine month drop from 27.5 to 1.25 or 95.5%. I do not believe that there are many companies that have dropped more. I am sure there are some but for a company that people say have great SW (especially ahhaha and Damien) this is a drop beyond belief.

Could it be they have had poor marketing and their associated strategy as Damien has been saying all along. Their market cap is now approaching 1/2 of their sales revenue. Of course they can get that ratio up by having sales slow even more.

The reason I singled out Damien for his A+ is that he has been the most vocal non-believer on this thread. He is a user and a person that wants EXLN to succeed not some short that tries to be negative to get others to join him in pushing the price down. Even when the stock was going like gangbusters, Damien was issuing warnings.

The reason I singled out ahhaha for his F is no one was more vocal on the plus side than he and when EXLN started to tank, he is nowhere to be found. In addition, ahhaha would never tolerate any negative comments about EXLN from anyone. Too bad, comments for supporters and non-believers make for a good thread and allows everyone to make better decisions.

Many analysts this past year have ben wrong. They do however come out and change their ratings. Will ahhaha ever do this or will he just ignore everyone.

I personally have no issue with anyone on this thread except ahhaha and his inability to accept opposing views.

I am not saying this because I am underwater in EXLN but only from 5 so it is not a disaster. I am responsible for my own actions and I do NOT blame ahhaha for not taking my profits when I should have.

Enough said. Lets wait for the conference call.

Bob T.



To: GraceZ who wrote (669)12/27/2000 7:18:01 PM
From: Elsewhere  Read Replies (2) | Respond to of 811
 
<<I think if you take a look around at the Nasdaq stocks
right now you would notice that anyone that had recommended
selling a stock 9 months ago was right and anyone recommending
buying one was wrong.
>>

Be careful with such generalizing statements. Here's a screen of
financialweb.com for the top-performing NASDAQ
stocks during the past 250 calendar days. 1313 stocks actually
have risen, the top 19:

Symbol Company Name Last Close 250 Day(s) Change
SMDI STANFORD MICRODEVICES INC 29 9/16 639.00
OSIP OSI PHARMACEUTICALS, INC. 78 1/2 550.78
PDII PROFESSIONAL DETAILING 96 15/16 386.22
SCIO SCIOS INC. 21 360.27
ASIS ASI SOLUTIONS, INC. 16 13/16 333.81
EPEX EDGE PETROLEUM CORP. 8 3/4 311.76
CIMA CIMA LABS INC. 57 1/4 266.40
ADVP ADVANCE PARADIGM, INC. 39 1/2 265.32
NPSP NPS PHARMACEUTICALS, INC. 40 259.55
NOVN NOVEN PHARMACEUTICALS 31 7/16 259.31
IMPH IMPATH INC. 60 1/16 256.57
AMSGA AMSURG CORP. 20 1/2 248.94
MYGN MYRIAD GENETICS, INC. 86 11/16 245.90
PATH AMERIPATH, INC. 26 15/16 242.10
CPTS CONCEPTUS, INC. 10 3/8 238.94
GTIS INFOGRAMES, INC. 6 29/32 235.03
GYMB GYMBOREE CORPORATION 11 7/8 227.72
MMCN MMC NETWORKS, INC. 91 1/8 226.19
AMSGB AMSURG CORP, CL B 19 9/16 219.35



To: GraceZ who wrote (669)12/27/2000 8:30:55 PM
From: Keith Monahan  Read Replies (1) | Respond to of 811
 
I'm not saying the longs didn't get screwed by the company here, they did, but what I'm saying this is a system wide fallout of an entire class of companies. One by one each and every one has been taken out back and shot.

On a price basis you are correct, however, exln is clearly in a class of its own with regard to its sequential revenue decline. The other software companies on my watch list (companies like prsf, artg, kana, beas) have continued to grow sequentially off of larger bases, although I guess there are a few more days left for preannouncements.

I guess that is what is amazing to me - that exln couldn't keep growing B2B revenues off such a small base.