DRIV (DIGITAL RIVER). Get in on internet IPO. Message Board

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Technology Stocks : DRIV (DIGITAL RIVER). Get in on internet IPO.

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To: M. Frank Greiffenstein who wrote (2088)	6/9/1999 10:37:00 AM
From: David Browning	Read Replies (1) of 3198

Revisiting the Dell Mystery...... The "no announcement" Dell relationship may be more important than acknowledged to now. I suspect DRIV wanted a standard two year deal, Dell was hesitating. But Dell wanted the TSQD position once the shell was available sans DTPdirect.They agreed on a first stage, DRIV on the site but only as a transfer with disclaimer from Dell. (This probably galled Ronning, as I have never seen such a disclaimer on any other retailer's website; rather demeaning, esp considering DRIV's existing track record.) Result: no two years, kind of month-to-month rental and.....we'll see. Point is, they are dancing, if close to the door. When all goes well, as I believe it will, they should solidify things down the road. This could well include a TSQD deal. My impression is that the DTP business will be spun-off shortly. The action in that stock is in sync with such speculation. Cheers, David

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