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Technology Stocks : Data Race (NASDAQ: RACE) NEWS! 2 voice/data/fax: ONE LINE!
RACE 339.37+2.8%Feb 4 3:59 PM EST

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To: Marshall who wrote (27564)1/27/1998 7:29:00 PM
From: Jonathan Quick  Read Replies (2) of 33268
 
Marshall,

The question actually involves the type of market for which Be There is suited. All the evidence thus far suggests that the corporate sector considers Be There a niche product. Phone lines are cheap and plentiful in the parts of the country benefiting the most from the continued economic expansion. Be There has had ample time to achieve market acceptance, but today constitutes only about 9% of sales revenue. The whole point of Be There was to shift Data Race away from relying heavily on custom OEM hardware. From this perspective, Be There has been a dismal failure thus far.

Be There may be successful, and Lewinsky may be a virgin. I wouldn't bet the farm on either proposition.

Jonathan
(watching to see how this plays out)
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