Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: WW.com who wrote (31518)	3/18/1999 8:29:00 PM
From: Marshall	Respond to of 33268

WW: "> I find Dr. Barker and Greg Skalla to be honest gentlemen, and Dr. Barker, unlike many CEO's will talk to shareholders either on the telephone or by e-mail. He also has a VERY GOOD track record." I could not agree more. How many CEOs and CFOs do you know that will go out to dinner with you anytime you're in town if they have no prior commitments? I think Greg's pretty much a native Texan but Ben certainly caught on quickly. I think Ed Masi was a little uncomfortable one night but he seems to have adapted to spending a lot of time in Texas pretty well. How many companies do you know of that are glad to give you a guided tour of the facilities even on a drop in basis? How many answer phone calls and e-mail? Hell - I passed up an opportunity to have lunch with Bill Gates last year because I was saving my money for another trip to SA, the trip to SF would have cost me a fortune. Oh well, I doubt Bill is going anywhere anytime soon so I passed on my apology for being unable to attend. No one will believe that but that's too bad because it's true.

To: WW.com who wrote (31518)	3/18/1999 8:47:00 PM
From: Don Hood	Respond to of 33268

W.W.----Couldn't have been stated better. I would like to add my signature to this.----THANKS---- ===================================================================== > I STRONGLY believe that the hiring of Robinson Humphries was significant, AND that Robinson Humphries WILL be successful in their mission. > I find Dr. Barker and Greg Skalla to be honest gentlemen, and Dr. Barker, unlike many CEO's will talk to shareholders either on the telephone or by e-mail. He also has a VERY GOOD track record. > I also believe that some of the sales efforts that Race has been working on for some time are starting to bear fruit (sales).

To: WW.com who wrote (31518)	3/20/1999 10:25:00 AM
From: Mama Bear	Read Replies (2) \| Respond to of 33268

WW, I guess after some thought, my question is why do you believe these things? Have you yourself used BT? " Due to the above RACE has placed themselves in a position where they HAD to issue convertible preferred on order to exist." They have a great product, but they couldn't talk anyone but the corporate equivalent of a loan shark into offering them financing? There is loads and loads of VC money looking for a home. These VCs expect to have a significant majority of their investments go belly up, so it's a pretty damning indictment of the company's prospects. I have yet to see a company that has issued junk equity go on to bigger and better things. Combine that with the the long run track record of Liviakis endorsed companies, and a reasonable person can see why I think a short position is warranted at the right price. It is not unusual for Liviakis to take an equity stake in the companies he promotes. That doesn't mean he has faith in anything but his talent at promotion. I don't see that his being a convert holder is any kind of endorsement. It is also the habit of CEO's of companies that are more interested in selling stock than doing real business to have time to chat with shareholders. CEO's of real companies are too busy doing business to spare that time. I admit I'm not up to speed on who Robinson Humphrey is..why don't you fill me in, or point me in the right direction? I have found that it is dangerous to invest on feelings. My beliefs are formed on past track records and facts. Success begats success, and failure begats failure. Now, I hope you will realize that I am not trying to hurt your feelings because I disagree with you. There would be no market if folks didn't disagree about most companies future price and prospects every day. You can believe it or not, but if the right facts were presented, I would change my mind and go long RACE. My objective is to make money, period. That requires a correct analysis of the facts and a solid gauging of the odds of a company executing their business plan. Barb