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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: TheLineMan who wrote (27132)1/13/1998 11:13:00 PM
From: Ignacio Mosqueira  Read Replies (1) | Respond to of 33268
 
Hey Val I read your comment over at the club-house. Since I generally prefer to keep the discussion over here I hope you will not mind if I answer in the main thread. I reread my post looking for cryptic allusions and I found several. Some unavoidable others not. Regarding rev. it will be dependent on idiosyncracies of the sales process so it is useless to try to be very precise. Longer term I have already offered my estimates.

In respect to my statement regarding the market here is what I meant. If by telecommuters you mean a full time work at home workforce then a significant percentage of this workforce might prefer the isdn product. That is what pacific bell is pushing here in the bay area. BT's isnd is coming but it is not here yet. For call centers the current BT can not be the backbone. The thing is most workers need remote access at least part time and that need is increasing. The market is very broad. I also said earlier that I expect second tier companies to provide the bulk of the demand. That is no tragedy because there are more of them. I was neither surprised nor disappointed that the first announcements did not come from the largest companies. Very large companies will opt for BT under special circumstances such as the bay areas telecommuting incentives.

Hey Val, how many years did you spend in Spain? I am originally from Madrid you see.