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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: Chi Pan who wrote (27561)	1/27/1998 6:19:00 PM
From: TheLineMan	Read Replies (1) \| Respond to of 33268

Hi Chi, What happened to Jim/John Clarke?

To: Chi Pan who wrote (27561)	1/28/1998 1:26:00 AM
From: Kashish King	Read Replies (1) \| Respond to of 33268

I believe yours is a wise suggestion, Chi. Some general observations as to why: I at least see a consistency in comments like Corporate America is looking for solutions which DO NOT involve the internet .. .I don't think cable modems are going to make it except in some scattered areas. There is value in consistency, even though most would agree it is consistently wrong. Emerging technologies have been presented, but we have seen nothing but the outright dismissal of countless links to credible, unbiased information from companies like Lucent, Rockwell and others. It is as though there were only one source we need to consult for the facts: the thread leader(s). Everything from cable modems to DSL technology to mobile phones to LAN/PBX interfaces are deemed unsuitable for all manner of reasons. Unfortunately, the motives for such dismissals are less than a desire for honest debate. If not already clear, those motive will resolve themselves completely through analysis of related themes. One of those themes is the continual assertion that there are a large number of customers which cannot be revealed for complex business reasons. That line hasn't changed in over a year. When the sales fail to materialize, investors are given another virtual corner to go around. When a sale finally does emerge, it's to a distributer of the product or a simple pilot installation after a six month trial. Moreover, we are led to believe this is the norm. All of this from an unofficial spokesperson claiming to have inside knowledge of which we are the indirect benefactors. Another theme is the gross generalizations regarding telecommuting and the expected growth in that industry. What we are not told is that the vast majority telecommuters want LAN access and they are, and have been, getting that by a variety of means including the Internet, dial-in access lines and, more recently, Virtual Private Networks. Access to legacy PBX systems is not high on the list of telecommuters who can already access their corporate telephone system from the touchtone pad of their telephones -- should they so desire. In other words, it's a convenience they can do without. Finally, none of these glowing projections, and corresonding disappointments, have come from the company itself. That's probably the most important observation here. Let the company do the talking, not one or two people who claim to be privy to information which nobody else has. Despite the intimidation tactics and verbal assaults, the truth has managed to slip through the blatant puffery and that can only be seen as a positive development. What would be refreshing is a discussion of the true potential of BT, if any, backed up by specific information from credible sources. Information which isn't verifiable, as in postable is what we have seen for over a year and there is no reason to start trusting it now.