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Technology Stocks : Data Race (NASDAQ: RACE) NEWS! 2 voice/data/fax: ONE LINE!
RACE 336.33+0.9%3:59 PM EST

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To: Marshall who wrote (28200)2/27/1998 4:38:00 PM
From: Ignacio Mosqueira  Read Replies (2) of 33268
 
Marshall, I do not know who is right but I do not see why Drakes would want to confuse us here (other than his somewhat transparent pleasure in telling you that you are wrong). For my part I hope that he is right. We are entering an interesting phase now. To be perfectly honest I do NOT expect much in the way of news at all. DR has to know that nothing short of real money will make any difference and I do not think that it is very likely that they will get sufficiently large individual contracts to make a difference. If I workedu at DR I would play it strictly by the numbers here. Namely I would calculate how many small companies (5000 employees or so) I would need such that if say 60% decided to keep the initial shipment (NO RAMP) I would end up with reasonable earnings come earnings release. They have two earnings releases to go and the workforce to devote to produce results by then. If we get a surprise from say DGN then all the better but I hope and expect that they are not counting on this. Unfortunately this means more silence.
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