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Microcap & Penny Stocks : Tech Squared (TSQD)- Internet Commerce

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To: NCC-1911 D who wrote (97)4/17/1998 9:28:00 PM
From: Superhawk  Read Replies (2) of 2752
 
You asserted that, "The potential market for the instantaneous
down-loading of software is likely to be MULTI-BILLIONS, and
Digital River intends to be THE LEADER ..."

George Gilder (yes, that George Gilder) agrees with you. From the
Silicon Investor forum bearing his name:

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Misc (Tech): George Gilder - Forbes ASAP

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To: Bryan Steffen (410 )
From: George Gilder Saturday, Apr 11 1998 3:27PM ET
Reply # of 454

"With some 700K developers today (IBM's rather wild estimate), Java will be a major force tomorrow. It fits with the paradigm of component software on the web; no reason you will be restricted to the contents of your codebloated suiteware. But I do not predict the eclipse of Windows. There is alot of room out there. Perhaps you have noticed that you increasingly download your software from the net rather than purchase it at the mall. That trend will continue and will favor Java."

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In my opinion, one of the attractive investment facets of Digital River
(and, by extension, TSQD) is the tremendous barrier to entry they
have erected for potential competitors. They have already signed
more than 1,100 software customers! With that lead, who's going to
catch up now?

BTW, Gilder's reference above to "codebloated suiteware" is his
shorthand for Microsoft products. Another iteration I've heard him
use is "desktop bloatware".

Bottom line: software sales on the Internet are going to score big, and
Digital River/TSQD seem to be the only game in town.
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