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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: Ignacio Mosqueira who wrote (28207)	2/27/1998 4:55:00 PM
From: Ignacio Mosqueira	Read Replies (1) \| Respond to of 33268

A couple more comments. I do understand that DR is no longer willy-nilly distributing product around or giving blind trial periods. They seek asssurance first that whatever they place can and will be paid for. Again to reiterate, I do not expect any help here from isps f100 or telecomunications companies. This first phase will simply depend on sales people tapping a broad segement of small companies. If they succeed in this I do expect involvement of isps and telcos. isps are know to be reluctant to upgrade their technology base even for such things as 56k and isdn. This means that they are unlikely to move on BT any time soon. On the other hand it also means that BT has a very larege window here before advanced tech becomes feasible.

To: Ignacio Mosqueira who wrote (28207)	2/27/1998 7:50:00 PM
From: Marshall	Read Replies (2) \| Respond to of 33268

Ignacio - I don't think a couple of people I've been talking to would want to confuse me either since there would be no advantage in their offering any biased information. If in fact part/all/more than all of the convertible shares were hedged in advance that's good news for the current shareholders. I'm trying to track conversions as they happen too. We saw good volume and large bid & ask sizes for much of yesterday but no data on any more conversions yet. Silence? Yea, well, whatever they feel is best, I'm getting kind of used to it.