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: J. Arzente who wrote (2879)	2/10/2000 11:35:00 AM
From: buffalogrif	Read Replies (1) of 3198

The morphing continues. Today's announcement - that Digital River will build an automated supply chain system for Coors Beer - is a whole new business. The world still thinks of DRIV as a digital download software company that might be worth buying when and if bandwidth explodes. But beneath the surface the company is quietly morphing into a B2B outsourcing firm for some of the biggest names. This company really reminds me of Gemstar, another company that investors pigeonholed incorrectly as being just a interactive TV play when it was much more. Somewhere I remember reading a description of DRIV as just a huge Oracle programming laboratory. I think Joel and the gang have shown us time and time again that they understand the word "leverage". Now if the market would just get it.

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