SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Data Race (NASDAQ: RACE) NEWS! 2 voice/data/fax: ONE LINE! -- Ignore unavailable to you. Want to Upgrade?


To: Daniel Miller who wrote (28802)5/10/1998 4:55:00 PM
From: Kashish King  Read Replies (1) | Respond to of 33268
 
Where do you think RACE will be holding in 6th months.

If the company survives they will be diluting the stock in another last-ditch effort to create a product which meets customer's needs. Look, the ignorant comment made last November about "cable modems not making it except in scattered areas" actually has a grain of sanity in contrast to the more recent dismissal of voice over the Internet -- keeping in mind the "Internet" is an ever-changing virtual network, not a fixed medium.

As expected, the protocols which address the problems of Internet-based transmission are catching on quickly. Intel's NetMeeting uses the year-old H.323 protocol suite as does Intel's Internet Phone. It's not just for voice, but any time-sensitive data transmission such as video or 3D animations. If VOIP is dead, then somebody had better let Nortel, Lucent, Cisco, Motorola and hundreds of other companies know about it. Perhaps the analysts predicting a minimum growth rate of 100% per year should be notified also.

207.201.151.179
nortel.com
vocaltech.com
mot.com

MCK

Data Race is now making noise about jumping on the IP bandwagon. As PBX TO PC connectivity cards are a dime-a-dozen, they had better. In fact, RACE's competitors (to the extent that Data Race can be said to compete) are years ahead of them. While RACE talks about what they should have done and what they now realize they ought to do, others already have product:

mck.com
amcity.com

Daniel, this company is a joke and the people in here telling you that VOIP is dead are the same jack-asses who told us cable modems weren't going anywhere. IMO, these stock certificates will soon be worth less than the paper they're written on.




To: Daniel Miller who wrote (28802)5/10/1998 8:10:00 PM
From: Kashish King  Read Replies (2) | Respond to of 33268
 
In a Nutshell

PBX to PC connectivity cards are a dime a dozen and getting cheaper by the minute. IP protocols and switching equipment to handle media from voice to video is exploding and every major player from Lucent to Cisco to Motorola is getting into the act. They replace the PBX, where they don't they integrate the PBX through the LAN. That's why Marshall has been waging this failed campaign against VOIP: RACE completely missed the boat with this proprietary prank Be There! MCK and others are cleaning up with 20% growth per year just in the PBX integration space. RACE has finally snapped out of their dream-like stupor and realized that they had better get on the VOIP bandwagon.

Meanwhile, companies are upgrading access to 56K or better, with or without integrated voice. They are using pagers and cellular phones in the field and ISDN for stationary remotes. What they are not doing is buying ancient history that offers then no compelling value on one hand and incompatibility on the other. The product is dead in the water, they are now embarking on a VOIP solution and that space is already jam packed. The chances of RACE developing a competitive product are near ZERO. If by some miracle they do, you won't see a nickel of that as a shareholder. RACE hangers-on have already taken the loss, they can either lose more or salvage what they have and leverage the tax loss.