Internet Electronic Software Delivery Leader: Digital River (DRIV).
I am a long-term holder of DRIV, the leader in electronic software delivery, which has recently diversified into digital music downloading, shareware electronic distribution and e-commerce web hosting. Clients include WalMart, K-Mart, CompUSA, Dell, Onsale, USWest, IBM, Electronic Arts, etc.
Watching this year's Internet IPO's reaching MULTI-billion dollar market valuations on slim fundamentals, DRIV is an e-commerce sector leader with a market cap of only $400 million and expected year 2000 revenues of $100 million. This is a long-term Internet value play ... which are hard to find!
BTW, great thread concept.
Regards. |
