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Technology Stocks : Data Race (NASDAQ: RACE) NEWS! 2 voice/data/fax: ONE LINE!
RACE 383.01-0.5%Nov 26 3:59 PM EST

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To: Eqmx who wrote (25738)11/19/1997 4:06:00 PM
From: Brian Fuller  Read Replies (1) of 33268
 
Serafino thanks for the informative post, but the price action in this stock has made me somewhat jaded lately there are a few things beyond those brought up by drakes which seem a little fishy.

>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.<

Suggest you find out the name of the purchasing company for Drakes... any company that could make an infrastucture purchase decision in < 3 weeks is probably very screwed up.

>I asked DGN if the sales were to large clients and was told: " we don't deal with small companies"<

A nice short answer which of course is total BS.

>I asked Ben if RACE sells the trial systems to the resellers such as DGN or Inacom, he would not comment on that detail. <

This worries me when you consider what might be his reasons for not disclosing this detail. I believe there revenue recognition method has to be spelled out quite clearly in their SEC fillings.

Don't get me wrong I want DR to be successful as much as anyone but based on 20 years of envolvement in making technology purchase decisions, its sounds to me like you've found the hype-meister of DGN.
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