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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: Adelantado who wrote (27828)	2/11/1998 12:09:00 AM
From: Ignacio Mosqueira	Respond to of 33268

Thanks Joe. I am impressed.

To: Adelantado who wrote (27828)	2/12/1998 12:04:00 AM
From: Kashish King	Read Replies (1) \| Respond to of 33268

Joe, as you can see they are once again setting up decoys and hoping more ducks will land. They successfully sold many investors a Bill of Goods and I'm sure they are hoping for a repeat with this latest round of empty rhetoric, hollow promises and meaningless opinion. What is the company itself saying? Not a whole lot. Let's take the announcement of year 2000 compliance and put it into context: Novell has been around since the early 80's and has a few utilities that need to be upgraded as a result of the millenium change. That's typical: there are few software products and virtually zero hardware products made after 1980 which can't handle a four digit year or know that 00 is 2000 not 1900. RACE decided this was worth of a major press release. On the other hand, the laying off of some 25% of the workforce was deemed unworthy of an announcement. Get the picture?

To: Adelantado who wrote (27828)	2/12/1998 12:33:00 AM
From: Kashish King	Respond to of 33268

A word on the technology. There are essentially three voice/data markets: in-house, off-site and roaming. All of these markets are being serviced by standard modem technology through dial-up Internet or Intranet services along with basic telephone service for voice communications -- or mobile phones for the roaming variety of worker. That's all well and good, but what about the integration of voice and data? There are several established companies providing bridges between the corporate telephone exchange, corporate networks and computers -- remote or otherwise. Where this is deemed a requirement, ISDN appears to be the logical choice given the bandwidth needs of the off-site but anchored workers. Keep in mind, this assumes they can't get the job done through a simple Internet connection to a corporate webserver and that's generally not the case at all. Apparently, RACE would like to get into this area in a sort of delayed response to market demands which are being met by competitors to connect external workers to the corporate PBX and LAN. To the extent that roaming employees need simultaneous PBX and LAN connectivity, products such as BT and those of RACE's competitors (e.g., MCK) do offer a solution, at a price. The problem is, you can fax, e-mail, voice-mail and access your PBX without these expensive, proprietary add-ons. Moreover, the broader industry is now developing standards for integrated voice and data so there's no reason to spend money on a convenience which will be obsolete in less than a year. I'm afraid that's the RACE story and it's a dim one on its way to being extinquished.

To: Adelantado who wrote (27828)	2/12/1998 12:39:00 AM
From: Kashish King	Read Replies (2) \| Respond to of 33268

One final note. There is nothing unique about the RACE product and anybody who so chooses can adapt these commodity modem chipsets from Lucent, Rockwell and others should the market demand arise. IMO, the standardization of these integrated voice/data applications will happen using these commodity parts in the not-too-distant future. In the meantime, there are several competing approaches and save a few pilot installations, BT is apparently not one of them.