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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: drakes353 who wrote (25993)11/23/1997 10:47:00 PM
From: Niels Larsen  Read Replies (1) | Respond to of 33268
 
I think he did, sort of. But I thought it was a little optimistic.
But his guess is as good as yours, because none of you have anything
to build a model on. In this situation, you cannot use past quarters
for extrapolation, any broker is aware of that. Instead we should
discuss the future potential market of BT. I keep asking you for
your arguments for why there is no real market for BT and get no
response. Just present your arguments, I am not gonna nasty you.



To: drakes353 who wrote (25993)11/24/1997 12:18:00 AM
From: Ignacio Mosqueira  Read Replies (2) | Respond to of 33268
 
Drakes: So like I answered...the actual number will be dependent on ramp-up. 20 million just for BT in a year is indeed plausible. At some point in the third quarter or fourth quarter sales will be determined by the ramp-up. Are we talking in circles here? Perhaps you are trying to catch with the wrong input info? Well I will save you the time. I used 5000$ for an 8port which would make a 24 port about 15000$. Also about 50 salesmen per month. No mux rev no client kit rev.

No luck with that model I suppose.

Ignacio

ps As soon as you drop the attitude we can get back to offering opinions and analysis without the diversions.
But I must say that you have forced me to spend time with this stuff. Thank you.