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Technology Stocks : Data Race (NASDAQ: RACE) NEWS! 2 voice/data/fax: ONE LINE!
RACE 391.90+2.4%Nov 28 9:30 AM EST

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To: Eqmx who wrote (25738)11/19/1997 3:02:00 PM
From: drakes353  Read Replies (3) of 33268
 
Serafino:

Well, guess DGN has been busy in the few days that have elapsed since the conference call. Must have worked all weekend.

DGN has sold a several 24 ports systems and are installing trial systems daily.

Installing them "daily" are they? I find that very hard to believe since there are only around 36 trial systems out in the field as per Barker/Skalla last week. The "sold a several" thing is a lil' fishy too. Did you mean to type "they sold a 24 port system"?

What was revealing about this is the fact that DGN buys the trial
systems from RACE. They BUY them with no return policy.


Umm, then these sales would show up in the in the "about a dozen" number mentioned in the earnings release, don't they?

My source told me that he has been selling BTs for 3 weeks and he has already sold 2 24 port systems and has installed trials systems to large clients.

The boys in SA should take this guy or gal out for dinner. He alone accounts for 41.6% (5/12) of total BT sales to date. That would be the two he has already "sold" and the three trials soon to be turned into POs (since you stated DGN is buying them from RACE with no right of return). Just think if he had been selling BT for more than 3 weeks, sheesh, the sky is the limit with this guy. Think of it this way, 5 systems sold in three weeks works out to 86 systems in one year. Man, if he can just crank it up a little he'll be able to break my 100 server target all by his lonesome. Makes you wonder what the DR internal sales staff was doing all these many months.

You mentioned your "source" at DGN. I'd love to talk to him or her. Could you e-mail me their name and number so I can call them to verify what you're saying?

Thanks.

drakes353
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