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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 (25958)	11/23/1997 12:27:00 AM
From: Ignacio Mosqueira	Read Replies (1) \| Respond to of 33268

Thread: Today I got a chance to play with numbers for a while. At this time so little of the potential is factored in that we need no surprises at all to begin moving up so long as the selling begins as scheduled. In fact for those that like to complain so much about our lack of big sales at this time I have to say that it does not matter to me nearly as much as having inacom as a reseller. Whether or not inacom uses the product internally only matters as a gesture. What matters is that they begin selling for us before year's end. If they do that then the least we can look forward to by year's end is break-even or about 20 million dollars in sales. Whether they can do much better than that will depend on whether they can grow fast enough to handle the orders. Only dr knows what they can do in a years time since I have no idea on how they plan to handle the ramp-up. That is a year from now I expect dr to be booked and their growth limited by their ability to ramp-up before then. The main reason for this will be inacom's sales force. Word is it is escalating rapidly. As far as I am concerned any surprises are icing on the cake. It is not why I am here nor where the potential truly lies. I suspect that from here on one of my favorite strategies will be to look at just this type of situation. If it takes months for the market to catch up to the potential that to me spells opportunity. I might even follow drakes-like investors around to see what their favorite targets are and select among them my favorite plays. The only thing I will change is that I will be more patient in getting in. There is no question that it is possible to make money from market perception but it does not seem to me the best way at all. Ignacio