Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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 (26051)	11/25/1997 3:25:00 AM
From: Marshall	Read Replies (3) \| Respond to of 33268

I still haven't figured out why he keeps pressing this $20M number. Sure, if that was strung out it should mean first black in a year or so but what if sales amount to that in 9 months, 6 months or even less? Growth rate is even more important than "black date". Let's consider these situations: Part-time telecommuter, initial setup for evaluation: 2 ea. 24-port T-1 servers 3:1 client:port ratio ~$100K Field Sales/Road Warrior, initial setup for evaluation: 1 ea. 24-port T-1 server 9:1 client:port ratio ~$100K Due to a little research I'm going to consider ~200 salespeoplepersons by mid-January and I'm only looking at the two most prominent firms from the list of resellers. How many months will need to elapse before each sells one of the above systems or until it averages out to that? Oops, sorry, I forgot nobody wants these things. I wonder if Meridian is wasting any of their money promoting them too? esva.net

To: Ignacio Mosqueira who wrote (26051)	11/25/1997 9:35:00 AM
From: drakes353	Read Replies (1) \| Respond to of 33268

Ignacio: Let us keep the game going as long as you want Drakes. As I said 20 million sales just for BT. Better than 40% margin. With other sources of rev this will mean about breakeven conservatively. That is barring any additional deals. We do not need them but it would be great if we got them. FWIW, you didn't say 20 million in sales you said 20 million. It wasn't clear as to what you meant so I asked for clarification. You're the one that's encouraging me to ask questions. You've eve admitted that some of your posts might not have been as clear as you intended. Sheesh. To wit: How 'bout AOL. That investment of yours is just a joke. Shorting race at 7 was a joke (let alone your 5 and 1/2 suggestion). At this time your shorts are a joke and your longs are a joke... LOL Let's recap some investment returns...... AOL +184.8% in 14 months RACE short I +32.9% in 5 months RACE short II +25.1% in 1 month If return like this are a joke then I'm laughing all the way to the bank. The internet will not become a business mainstream solution anytime soon. Oh boy. Betting against the internet has been a sure way to lose money. Well known names are rolling out because they do not want to be left out in the future. The reason why is extremely simple: it is NOT dependable. Man, someone better call that commuter college in Georgia and tell them they have made a huge mistake rolling out that 6,000 client VPN. What happens if there is trouble? Who you gonna call? Ghostbusters! Yep, you're right that's the biggest knock on using the interenet. Occasionally it coughs up a hairball. But that's where the cost benefit analysis comes into play. Have you heard of W3C? I hear Lee-Berners does not even have the time to deal with companies only with his vision. If it is free it is public and nobody is assuming responsibility for whatever can and does go wrong, otherwise there are fees. It is that simple. Sure it has business uses but it can not be the backbone of remote access at this time. End of story. For data only remote access? Why not? Because it's not 100% reliable? That's a reach. I can just picture Ben Barker cringing when he reads your harping as if he were unaware of the issues involved. Now when did I say Barker was unaware of anything? Come now there is no reason for you to stretch your credibility like that. It makes you look real bad. You're not trying to imply that there will be more BT clients deployed than VPN clients deployed any time in the near future are you? Now that would be a credibility stretch. drakes353