B2B-Perle - Und keiner merkt es !!!!! - 500 Beiträge pro Seite

[Parmenides]

Bereits in mehreren Threads habe ich auf das enorme Poten-
tial von Excelon hingewiesen. Während andere B2B-Werte wie
Commerce One und Ariba sich deutlich von ihren Tiefständen
erholt haben beginnt bei Excelon die Wende erst jetzt. Heute hat der Wert bereits um 10 % zugelegt und wenn die
10€-Marke fällt, dann ist der Weg bis zu 15 € kurzfristig auf jeden Fall frei. Die Kooperationen mit Firmen wie Oracle
und die Tatsache, daß die deutsche Software AG die XML-Soft-
ware von Excelon nutzt spricht für sich. Auf diesem niedri- gen Niveau und mit dem technologischen Potential ist Excelon auch als Übernahmekandidat interessant.
Bildet auch selbst eine Meinung!

[stockburN]

Super Aktie!
Danke für den Tip.
Habe mir 90 Stück ins Depot gelegt.

[tamagotchi]

Ursache für den Sprung ist m.E. folgende Empfehlung:

18.07.2000
eXcelon Kursziel 28,5 USD
Suntrade


Wie die Analysten von Suntrade melden, bemüht sich eXcelon corp (WKN
902025) um eine führende Position bei XML-basierten eBusiness-Anwendungen.

Mit XML beginne eine neue Ära der Web-Sprachen. XML könne für dynamische
B2B oder B2C Applikationen eingesetzt werde. Die User benötigten XML Server.
EXcelon könne mit seinem Data Server ein ausgereiftes und schnelles Produkt
anbieten. Konkurrenten von eXcelon seien Beas Systems und Web Methods.

Durch ausgereifte Produkte sei eXcelon für die Zukunft in einem stark
wachsenden Bereich aber gut positioniert. Die Einnahmen sollen im letzten
Geschäftsjahr 60,8 Millionen Dollar, im Jahr zuvor 62,4 Millionen Dollar betragen
haben. Im vergangen Jahr hätten Verluste in Höhe von 5,9 Millionen Dollar zu
Buche gestanden und auch für dieses Jahr sei noch nicht mit Gewinnen zu
rechnen.

Der aktuelle Kurs liege etwa bei 8 Dollar, das Kursziel sei auf Jahressicht aber
bei 28,5 Dollar anzusiedeln. Der Wert biete sich für den risikobewussten Anleger
als kleine Beimischung zu seinem Depot an.

Schöne Grüsse, T.

[Harrykiri]

EXcelon: "Strong Buy"


BB&T Capital Markets rät zum Kauf von EXcelon-Papieren (Ticker: EXLN). Das Rating für Aktien des Entwicklers von B2B-Software lautet dabei auf "Strong Buy", mit 12-Monats-Kursziel von 28 Dollar.

Bin leider bei 16 Euro eingestiegen habe aber am Freitag bei 8 Euro
nochmal kräftig nachgelegt.

[tamagotchi]

Präsentation von EXCELON bei Ford:

BURLINGTON, Mass.--(BUSINESS WIRE)--July 18, 2000--

eXcelon Corporation joins eight of the world`s leading Internet
B2B vendors to create simulated Internet supply chain for the
automotive industry

eXcelon Corporation (Nasdaq: EXLN), a leading provider of business-to-business (B2B)
infrastructure solutions, today announced their participation in the Open Applications Group`s
(OAGI) latest vendor challenge at Ford Motor Company`s e2K event. The OAGI is a non-profit
consortium focusing on the best practices and process-based XML content for eBusiness and
application integration. The OAGI organized the event to demonstrate the viability of a
multi-vendor, multi-platform automotive supply chain based on OAGI`s B2B standards.
Ford`s e2K Process Leadership Exposition, held in Detroit, featured the latest OAGI vendor
challenge involving products and services from eight different OAGI-member vendors. eXcelon
Corp. products and personnel were involved in the simulation of an Internet-based supply
chain. In this successful simulation, the procurement and inventory control systems of several
parts, tools and machinery suppliers were linked with those of Ford Motor Company. As part of
the challenge, eXcelon`s B2B Integration Server and B2B Portal Server demonstrated their
interoperability with OAGI`s vendor-neutral B2B standards by facilitating the simulated
exchange of mission-critical business information such as purchase orders and requests for
proposals.
The simulation demonstrated how multiple organizations can quickly and easily connect to and
interact with each other using OAGI`s standard for B2B commerce.
"eXcelon Corporation believes that support for the OAGI`s efforts in promoting vendor-neutral
standards is critical to the widespread adoption of B2B commerce," said Larry Alston, chief
technology officer and vice president of product strategy at eXcelon Corp. "With solutions that
are 100 percent standards based and capable of understanding any XML dialect including
OAG, eXcelon solutions are uniquely positioned to help vendors engage in B2B commerce
with thousands of their partners, suppliers and customers over the Internet."

mfg, T.

[tamagotchi]

Und es wird heute noch interessant: um 23:30 MEZ beginnt die Konferenz zur Bekanntgabe der Halbjahreszahlen:


eXcelon Q2 Earnings Announcement
Conference Call

Thursday, July 20, 2000 -- 5:30 PM EST
Listen Only Line -- 913-981-5593

Wer ruft an und hört mit?

T.

[Parmenides]

Wer schlau ist, der deckt sich jetzt noch mit ein paar Stücken ein,
denn so billig werden die nicht mehr so schnell zu bekommen sein!

[Spocks Beard]

Excelon Corporation Announces Record Second Quarter Results; Quarter-to-Quarter B2B Revenue Grows 50%

BURLINGTON, Mass.--(BUSINESS WIRE)--July 20, 2000--eXcelon Corporation (NASDAQ: EXLN), a leading provider of business-to-business (B2B) infrastructure solutions, today reported total revenues of $19.1 million for the three months ended June 30, 2000 compared to $14.6 million for the same period last year. Net loss for the three months ended June 30, 2000 was $1.1 million or $0.04 loss per diluted share, as compared to net loss of $1.7 million or $0.06 loss per diluted share for the same period last year.

The company had $5.4 million in license and services revenues for its B2B infrastructure business for the three months ended June 30, 2000, a 50% increase as compared to $3.5 million in license and services reported last quarter. Of that amount, $3.5 million was software license revenues. The B2B infrastructure business generated $9.0 million in total revenue during the first six months of 2000.

For the six-month period ended June 30, 2000, total revenues were $36.1 million, up 30% from $27.8 million reported for the same period last year. License revenues for the six-month period ended June 30, 2000 were $22.0 million compared to $16.6 million in the same period last year representing a 32% increase. Net loss for the six months ended June 30, 2000, was $1.8 million or $0.06 loss per diluted share, as compared to a net loss of $3.7 million or $0.13 per diluted share for the same period last year.

"Our strong second quarter performance demonstrates that our corporate vision and B2B solutions are gaining momentum in the industry. We were pleased to see solid revenue growth from our flagship B2B Integration Server, and by shipping our B2B Portal Server, the B2B Partner Server, Xpress and Supplier Connect solutions, in our view, we now provide the industry`s most complete B2B commerce package," said Robert Goldman, President and CEO of eXcelon Corporation. "Over the past quarter we have generated increased interest in our solutions from both large, established corporations as well as emerging start-up organizations. We are also winning customers in head-to-head evaluations against our competitors, underscoring the unique value and strength of our product set."

During the second quarter, eXcelon Corp. expanded its B2B customer base by securing a number of strategic sales wins, including Cadence Network, Software AG, MedCompanion, Tilion, HyperChannel, AXA and The Dialog Corporation. Also during the quarter, eXcelon announced its new B2B Alliance Program, and formed key partnerships with organizations such as Ariba, SupplierMarket, Oracle and IBM.

eXcelon Corp. solidified its B2B infrastructure offerings by shipping its B2B Portal Server and partner connectivity options, the B2B Partner Server and Xpress. Additionally, eXcelon introduced Supplier Connect, new technology designed to help organizations simplify and automate interactions with multiple online marketplaces. eXcelon now offers a complete solution for building next-generation B2B trading networks. eXcelon`s B2B product line enables companies to engage in B2B commerce across the Internet with their partners, suppliers and customers. This quarter adds an additional 64 customers to the eXcelon B2B installed base and brings the total number of customers using eXcelon`s B2B products to over 250.

eXcelon continues to enhance its B2B focus with the addition of Alan Gold as Chief Marketing Officer, bringing over 20 years of sector knowledge to the company. Under Alan Gold`s direction, eXcelon has launched a new B2B seminar series, ad campaign, expanded its presence at industry and vertical trade shows and has been featured in a number of industry publications and analyst reports . eXcelon continues to invest in sales, marketing, engineering and consulting personnel adding 40 new people in the June quarter to bring the total organization to 375 people.

eXcelon`s data management business continued to perform very well during the second quarter, generating $13.7 million in license and services revenues. Data management license revenue increased to $8.4 million in the June 30, 2000 quarter from $7.5 million in the prior quarter. The company closed data management deals with organizations such as Hitachi, NTT Docomo, Alcatel, CopperCom, Action Engine and others. eXcelon records over 2000 worldwide customers of its data management products.

About eXcelon Corporation

eXcelon Corporation (www.exceloncorp.com) is a leading provider of products and services that enable companies to engage in business-to-business (B2B) commerce across the Internet. eXcelon Corporation`s B2B infrastructure solutions are 100 percent standards-based, thus eliminating technical barriers-to-entry for doing business across the Internet. Companies use eXcelon`s B2B solutions to establish high-value electronic partnerships that are built for change. Based in Burlington, Mass., eXcelon Corporation was founded in 1988 and is traded on the NASDAQ National Market under the symbol EXLN. eXcelon Corporation sells and supports its products through branch offices across the U.S. and international subsidiaries in the United Kingdom, Germany, The Netherlands, Japan and Australia, as well as a worldwide network of distributors, value-added resellers, systems integrators and other indirect sales partners.

"Safe Harbor" Statement under the Private Securities Litigation Reform Act of 1995: Statements in this press release regarding eXcelon Corporation`s business, including future market opportunities and prospects, which are not historical facts are "forward-looking statements" that involve risks and uncertainties. For a discussion of such risks and uncertainties, which could cause actual results to differ from those contained in the forward-looking statements, see "Risk Factors" in the Company`s Annual Report or Form 10-K for the most recently ended fiscal year.

NOTE: ObjectStore is a registered trademark of eXcelon Corporation; eXcelon, eXcelon Dynamic Application Platform, eXcelon B2B Integration Server, eXcelon eSolutions, Stylus, Cache-Forward and Javlin are trademarks of eXcelon Corporation. All other trademarks are the property of their respective owners.

-0-

*T

eXcelon Corporation

Consolidated Statements of Operations

(in thousands, except per share data)

(unaudited)

Three Months Ended Six Months Ended
June 30, June 30,
2000 1999 2000 1999
Revenues:
Software $ 11,878 $ 8,407 $ 21,952 $ 16,611
Services 7,191 6,240 14,121 11,144
Total revenues 19,069 14,647 36,073 27,755
Cost of revenues:
Cost of software 581 468 1,215 886
Cost of services 4,653 3,112 8,412 6,096
Total cost
of revenues 5,234 3,580 9,627 6,982

Gross profit 13,835 11,067 26,446 20,773
Operating expenses:
Selling and
marketing 10,163 9,046 19,268 17,026
Research and
development 3,294 2,524 6,314 4,995
General and
administrative 1,805 1,451 3,342 2,980
Total operating
expenses 15,262 13,021 28,924 25,001

Operating income (1,427) (1,954) (2,478) (4,228)

Other income, net 357 326 699 591

Income before income taxes (1,070) (1,628) (1,779) (3,637)
Provision for income taxes -- 43 -- 43
Net income $ (1,070) $ (1,671) $ (1,779) $ (3,680)

Earnings (loss) per share:
Basic $ (0.04) $ (0.06) $ (0.06) $ (0.13)
Diluted $ (0.04) $ (0.06) $ (0.06) $ (0.13)

Weighted average
shares outstanding:
Basic 29,366 28,232 29,226 28,160
Diluted 29,366 28,232 29,226 28,160



EXCELON CORPORATION
CONDENSED CONSOLIDATED BALANCE SHEETS
(in thousands)
(Unaudited)
June 30, Dec. 31,
2000 1999
ASSETS
Current assets:
Cash and investments $21,131 $19,174
Accounts receivable, net 18,148 13,902
Prepaid expenses and other
current assets 1,316 946
Total current assets 40,595 34,022

Property and equipment, net 5,398 5,169
Marketable securities 989 4,589
Other assets 3,386 3,625
Total assets $50,368 $47,405

LIABILITIES AND STOCKHOLDERS` EQUITY
Current liabilities:
Accounts payable and accrued expenses $11,956 $10,195
Deferred revenue 8,944 7,697
Total current liabilities 20,900 17,892

Stockholders` equity: 29,468 29,513
Total liabilities and
stockholders` equity $50,368 $47,405

[tamagotchi]

@Spocks beard, Parmenides et al.

Ich kann mir nur einen sehr positiven Verlauf der Kursentwicklung in den kommenden Tagen vorstellen. Bisher ist Excelon von einem Verlust von 0.06 USD/share für das 2. Quartal ausgegangen (http://www.corporate-ir.net/ireye/ir_site.zhtml?ticker=EXLN&…
der gestern auf 0.04 USD/share revidiert worden ist. Die in meinen Augen sehr gute Meldung von gestern (siehe posting von Spocks Beard) kam gestern um 16.54 Uhr EST, der letzte Handel mit EXLN an der NASDAQ war um 16.00 auf Tageshoch (http://quote.bloomberg.com/gcenter/intraday.cgi?TICKER=EXLN_… Ich kann nur sagen: es könnte sehr lohnenswert sein, jetzt schnell zu handeln!).

mfg, T.

[Parmenides]

Ich denke, es kann nicht mehr allzu lange dauern, bis der Markt den
Wert wiederentdeckt. Heute ist Excelon hier in Deutschland schon fast wieder auf die 10 Euro gestiegen, wir befinden uns in einem intakten
Aufwärtstrend. Damit dieser jedoch endlich nachhaltig anhält, muß die
Marke um 12,50 Euro geknackt werden. Danach jedoch ist der Weg frei!

[jt3]

Ich denke auch das es jetzt aufwärts geht, auch weil das Handelsvolumen heute relativ hoch ist.

[Parmenides]

Ich finde, bisher hat noch keine richtige Reaktion auf die guten Quar-
talzahlen stattgefunden. Das sollte wohl bald bei einem positiven Markt (vielleicht ja heute?!) nachgeholt werden. Dann fallen mögli-cherweise auch die angesprochenen Marken...

[tamagotchi]

Princeton, New Jersey, July 21 (Bloomberg Data) -- Excelon Corporation
(EXLN US) was reiterated ``buy`` by analyst Gibbs R Moody at Gerard Klauer
Mattison & Co.
Earnings estimates: Period Previous estimate New estimate per share (USD)

FY 2000 (0.12) (0.10)

FY 2001 0.09 0.11

FY 2002 0.38 0.47

Dies ist zwar nur die wiederholung eines bereits ausgesprochenen "buy"-ratings,
aber zumindest verschlechtert das meine Stimmung nicht.
Die Liste der Kunden von Excelon liest sich wirklich gut, ein 2002 KGV von 12,8
beim momentanen Kurs, nun ja, da lacht das herz.

[jt3]

Aber warum ist die Aktie in der letzten Woche so stark gefallen ?