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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: drakes353 who wrote (25964)11/23/1997 5:48:00 PM
From: Ignacio Mosqueira  Read Replies (2) of 33268
 
Drakes by the tenor of your question I seems that you have not played with the model I suggested. I played with its parameters some yesterday. YOu will just have to live with the idea that what interests me is what is really going on and not investor psychology games. I will answer your question as to which inacom as soon as I find out where they plan to draw their salesforce from and in which order. I have a guess as to what is going on at present but I do not yet understand how exactly they plan to expand. Apparently they are almost caught up to dg in the number of trained salesmen but have not had a lot of time to sell.

Again what matters to me is the size of the salesforce they deploy and how fast they do so and not how much product they get for themselves. Do play with the numbers and you will understand that if inacom increases their salesforce rapidly an avalanche will be a suitable term to describe how selling will go. That is from very small numbers to very large ones some time this year. That kind of a transition does not make ramp-up any easier and earnings will depend on how they plan to do that.

Drakes 100 servers is not a good prediction.

Ignacio
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