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: Big Al who wrote (2871)	2/1/2000 10:03:00 PM
From: Charlie Smith	Read Replies (1) of 3198

Hey Al: A quick guess about why software distribution was separated from Commercebridge (now E-Business Services). Though management talks a good game re the outlook for Software Services, this business may not have long term "legs" due to the move to ASPs. For example, I recently turned down an e-mail offer I got from Block Financial (a DR customer) for the latest version of Tax Cut because I can get the same functionality for free in a Web-based application from half a dozen different sites. The software biz may have been managed a lot better than Beyond.com, but it still looks fundamentally the same in a lot of aspects. By separating the two businesses, management may be taking the initial step to "distance" software from CommerceBridge in case it fails. Just a wild-ass theory. Charlie

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