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Technology Stocks : Data Race (NASDAQ: RACE) NEWS! 2 voice/data/fax: ONE LINE!
RACE 383.07-1.7%Nov 20 3:59 PM EST

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To: drakes353 who wrote (25692)11/19/1997 11:14:00 PM
From: Ignacio Mosqueira  Read Replies (2) of 33268
 
Drakes finally something we can agree on! Seriously, though, I consider you an addition to this thread and I read what you have to say particularly as it relates to financial details. Just as I read what telephonics and techteam and all the other pseudonyms (except vicks) have to say. It is seems to me that your strategy is not to read, or rather, to read looking for little rejoinders. Perhaps that is your investing discipline. I really do not care. It seems clear to me from your posts that you misunderstand the situation so I will try one more time.

I am NOT claiming at this time or in the past that there are large orders in the works that could be used to offset the total amount of the borrowed money. After talking to Ben Barker just a few hours ago it seems to me that the situation is really crystal clear and by no means close to the manner in which you portray it. Serafino has already communicated to us of progress and significant sales that DG has carried out. Obviously there can not be many of these at this stage nor be overwhelming either. But certainly an amount that would compare very well to what has been sold so far and go a long way towards showing that this quarter will be much better than the previous one. I expect the number of servers sold to double or better every quarter going forward. So why has there been no official press release? Not easy to get out this information but I asked bluntly if a release would NECESSARILY require a paycheck and the answer was NO. Once a shipment is made a release will be CONSIDERED. Of course at this time they do not have a lot of backlog so shipment is really NOT a problem. Pressed on this BB (without of course indicating that a release was imminent in any way) did say that a reseller getting an order did not end the paperwork that is required. It is really not difficult to realize that everything that Serafino has been telling us can very well be consistent with what we have heard directly from Race. My suggestion is that you read what he has to say. If you do not believe it contact these companies yourself. Here is another piece of information that you are doing your best to ignore and to convince others to do likewise. DG has been a reseller for quite some time but has been actively selling BT for a short time. It took sometime for them to take steps to help out. Including BT in their webpage is the latest encouraging move on their part. Still Inacom's deal will ultimately be shown to be the event which made DR viable or better.

As for your and the comments of other pseudonyms regarding the lack of a market for BT, while I read them with interest they are all based on an extremely simplified (I would say toy-like) understanding of the issues involved in worker remote access. I continue to maintain (as I did from the very beginning) the main thing is not BT's ability to pay for itself (albeit there is that) but rather in the flexibility and dependability that it provide managers (fortunately they will make the purchase decision) in dealing with their remote workforce. That is its greatest asset AT THIS TIME. The technology will find other uses later.

If you talk to Serafino you will understand that no one is claiming that huge orders are around the corner, it is simply that the product is indeed selling and the reseller effort is going well. The market is there. Because I do not expect the bulk of sales of come from f100 type companies I fully expect this to be a situation of a gradual build up but the size of the market is very large in my view.

Ignacio
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