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

To: Ron Dior who wrote (748)	5/2/2001 2:21:54 PM
From: Bob Trocchi	Read Replies (1) \| Respond to of 811

Ron... I know that I am not in this stock but I will continue to follow. Who knows, stock trades are never forever or shouldn't be. The $15 value you mention giving a market cap of $435M on roughly $30M of revenue to me seem a bit of a reach. This would equate to a cap to revenue of around 14. A very high premium. Do you have any idea as to what the earnings would be at $30 in rev? If they reached $0.25 for the year, a tough not to crack since they lost money in Q1, the PE would be about 60. Nontheless, I will bet my bottom dollar that most longs right now would be more than pleased just to see the stock hit $5 prior to year end. Glad to see the board active again. Cheers and Good Luck

To: Ron Dior who wrote (748)	5/4/2001 8:05:46 AM
From: hasbeen101	Read Replies (1) \| Respond to of 811

Ron, There are a couple of objections that could be raised to your revenue growth analysis. Firstly, the 23% was against the same quarter one year ago, not the previous quarter. There is a big difference between annual growth of 23% and quarterly growth of 23%. In fact, due to the miracle of compounding, quarterly growth of 23% is annual growth of 123%. Secondly, something like 40% of the XML revenue was based on services, not software licensing. It's hard to grow service revenues very rapidly. As to ObjectStore being "rendered worthless", yes I agree the stealth marketing campaign and the "telco only" pricing model having been doing that job very effectively.