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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: Jay Hardy who wrote (25622)	11/14/1997 8:07:00 PM
From: TheLineMan	Read Replies (1) \| Respond to of 33268

May be my math is wrong but using your assumptions they need to sell about 200 servers per quarter to make $6 mil in revenues. Unless, your thinking of the client side which should be just a matter of plugging in the modem and running the installation program. So they need to sell/install about 3 servers per workday.

To: Jay Hardy who wrote (25622)	11/14/1997 8:10:00 PM
From: Eqmx	Respond to of 33268

No one asked about Telsource; they do all the installs and they have been adding staff like crazy. Your projections do not take into account sales that involve T-1 systems of 24 ports. Large sales will not mess with 8 ports at all. The bottom line of the entire CC was really crystallized for me when someone asked if Inacom or Data General were concerned with the financial strength of RACE. That discussion lasted less than five minutes according to Barker. Ignacio put this well yesterday, RACE is now in the hands of much bigger players. IMO, our risk as investors has actually dropped considerably and our reward potential has solidified. I always contended that this was a long term play. The investors that do not panic nor become concerned over the day to day fluctuations and manipulations of the stock price, IMO will do more than fine.

To: Jay Hardy who wrote (25622)	11/14/1997 8:11:00 PM
From: Marshall	Respond to of 33268

Let's see, 10K user-units per quarter, don't forget Data General is already rolling and would certainly be helping out Inacom along with the other resellers. If this reseller network can indeed generate this type of demand what might we expect in EPS?

To: Jay Hardy who wrote (25622)	11/14/1997 9:36:00 PM
From: R. Allan Choiniere	Respond to of 33268

Hi Jay, I have to disagree about the small amount of video for trainging purposes. I think it more likely the video is uni-directional and what makes it interactive instead of video conferencing is the use of Be There. We just don't have enough info to have any idea what they are doing. If Inacom is training 50 service tech's now, do you think they could install a little more than 3 units per day per person? Yes, Do I think we will see this kind of volume per installer any time soon. I don't think so. I would think these guys would have other things to install as well.