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Technology Stocks : Data Race (NASDAQ: RACE) NEWS! 2 voice/data/fax: ONE LINE! -- Ignore unavailable to you. Want to Upgrade?

To: Bill Fischofer who wrote (25571)	11/14/1997 10:22:00 AM
From: Marshall	Respond to of 33268

Nice points Bill. I was a little surprised at how few questions we had this time. I'd imagine most of those involved with the stock have kept closer personal touch with the company lately, I certainly went into it with a pretty good understanding of where things stood and the update in the earnings release was a good idea in my opinion. They were far more open about how things are going and I liked what I heard. I am going to totally enjoy watching things start to unfold as we move forward.

To: Bill Fischofer who wrote (25571)	11/14/1997 3:08:00 PM
From: Brian Fuller	Read Replies (3) \| Respond to of 33268

>>After listening to the CC this morning the conclusion I come to is that folks here are far too obsessed with this stock. It remains a good speculation which should be monitored on a quarterly rather than daily basis.<< Agree, and barring any near to medium term LARGE purchases there is little to change the stocks downward trajectory, although it may slow. One thing in the conference call which I took umbrage with was the statement (don't know if it was BB. or Skalla) that 90% of remote users wanted telephony capabilities added to their modem. Anyone familiar with this market segment should be able to recognize this as absurd. The potential market is large but no where near 50% of the remote user universe. This universe can be broken down into two simple profiles; those for which the laptop is an organizer/aid (e-mail schedule keeper, keeper of sales presentations), and those who use the laptop to do work; word processors, creating sales presentations, programmers, network people. I submit that the second group of people is much larger than the first and also that this group of people could give a R*s As for telephony on their modems. Makes me wonder if these guys still don't understand who their market is.