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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 (27862)	2/13/1998 11:58:00 PM
From: Marshall	Respond to of 33268

Gsoh, I don't know what to say Joe but first I might point out the product was barely out of initial beta one year ago, not three: datarace.com Also - the big + is the voice channel with fully bidirectional PBX control capabilities. I think you could say the slowness to close significant sales would be due to a combination of factors. As I mentioned in my earlier post the reliance on direct sales as resellers were signed and trained produced far less than expected results. I might also mention that all this talk of merging the voice and data networks didn't start until very late last year so in fact the product appeared a bit too early to draw much attention. Let's just call it "product a bit early" and "management not perfect". I'm not overly concerned about competition - you could put 5000 software engineers on the voice compression algorithms and it would still take them a boatload of development time to come close to what RACE has coded - on top of that over a dozen patents pending present a real problem. Were these fully granted and documented patents it might not be too hard to get around them but still being pending there is no way of knowing what is written in those papers nor if they are granted just how broad the coverage will be in concept. This fact in itself deters others from beginning development due to the possibility of wasting thousands of man hours on something they might end up having to bargain for a royalty arrangement on.

To: Adelantado who wrote (27862)	2/14/1998 2:22:00 AM
From: Kashish King	Read Replies (1) \| Respond to of 33268

Joe, if you buy that nonsense about the voice compression patents I have a bridge you might be interested in. There are myriad compression algorithms currently in commercial use and several are freeware. They are literally less than a dime a dozen and if you were looking for an example of dust kicking or pot clanging you have it right there. Ask Lucent, Microsoft, Nokia, Motorola or IBM whose patents are being violated. In all honesty, Joe, that's the truly the most comical assertion I've seen on this thread yet. The lower the stock goes the deeper it gets. Your summary evaluation of this stock is correct and unless and until the company actually produces results, I see no reason to change my outlook, either.