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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: Marshall who wrote (28188)	2/26/1998 1:47:00 AM
From: Niels Larsen	Read Replies (1) \| Respond to of 33268

You say the million+ volume the other day is most likely closing of hedged positions. What if some big shorts called up the Cayman's and promised to buy 400 k if they would convert at a certain day?

To: Marshall who wrote (28188)	2/26/1998 2:53:00 AM
From: Ignacio Mosqueira	Respond to of 33268

Where do you dig up this stuff! Right to the point. If you want to fill the widening gap between traffic and revenue increasing bandwidth per user is not the way to go. It ain't going to happen. Particularly in light of the point regarding applications. I just do not see pornography as a sufficient incentive to pass earnings down the line from content providers to isps. Peering eh? Does not sound like meant for riff-raff such as ourselves :) Any increase in bandwidth per customer will be done on a local basis and with stiff hikes in price, which means that regular modems will continue to dominate for a long time to come. First order of business will be service and reliability. Great stuff Marshall, thanks.