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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: Ignacio Mosqueira who wrote (25888)	11/21/1997 10:01:00 AM
From: drakes353	Read Replies (2) \| Respond to of 33268

Ignacio: At this point I would suggest you take some time to regroup. The hole you're in is pretty big and it only gets bigger with each additional post. What fun this is! We get to play with numbers and you are going to teach me all about them. I was saving us time. No, you're the teacher, I'm the pupil. PSR is a pretty silly measure when the money does not all go to DR. Oh boy. We need to call in some professional educators. Click on this URL.... fool.com Go there, read up on some valuation methods. Remember the resellers! No one has forgotten them. Again you need to regroup. Looks like your mixing apples (sales) and oranges (earnings) and kumquats (margins). Of course i was not giving you a price to earnings ratio either. I don't need you to give me a PE. The market will decide that. I can only guess at what it might be. If RACE was ever able to show 300% sequential growth and it looked sustainable a PE of 50 would be way, way too low. YOu are like a little computer I see. All jargon. I gave you numbers all of which are reasonable (and remain so). Again, classic, classic stuff. If DR offers a price cut on product they can hardly ask telsource or whomever to pocket less so of course, net, less money would go to DR and margins would suffer. YOu will really have to forgive me if it is not pristine usage, my friend, but I could care less. I still don't think you know the difference between net and gross margins. It is only the money that goes to DR that I care about so I gave you the meaningful psr. You never gave me a PSR. You were giving me your estimates on RACE's "net". Meaning net earnings. If that's not what you were doing let me know. Sorry to make you all confused and make you go off with price to earnings of 7!! Sorry to get you confused. No of course that is not what I intended. YOu are too clever by half! Where did I ever say anything about a PE of 7? Here's a suggestion for you.....adopt the style I use in responding to your posts. Quotation, response, quotation, response. I must admit that many times I have no idea what you're saying. If I know specifically what you're responding to it will help me understand you better. You might think about using paragraphs as well. Those big block posts are really tough to follow. BTW EVERY function in the books so long as the are continuous and differentiable can be LOCALLY approximated by a straight line. And that is what we are talking about here (hint think timeframe) Don't be such a smart ass trying to teach me math -- it will not do! The point of course is that sales will mount up quickly. OK, but unless the growth rate accelerates sales won't be going up exponentially. (If I'm wrong on this anyone else in RACEland please feel free to chime in.) ps (HINT you know like in the back of the books) The numbers are made up. I thought you might get as much by the degree of precision but I see that you have a lot of confidence in me. The feeling is not mutual. So these aren't your earnings estimates? You're not looking for them to make $10 in calender '98? Let me know when you've got your estimates done. drakes353