George Gilder - Forbes ASAP Message Board

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Technology Stocks : George Gilder - Forbes ASAP

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To: Dragonfly who wrote (461)	4/18/1998 9:25:00 PM
From: Superhawk	Read Replies (2) of 5853

You said you recognize the potential for lots of software sales over the Internet, but don't understand how any company will gain a proprietary (or competitive) advantage. This was in response to an earlier post about a private company called Digital River which claims to offer the world's largest online database of software products. A synopsis of Digital River's business plan, as I understand it, is that they have "partnered" with more than 1,200 software publishers and online dealers to deliver products over the 'net. They claim to have 12 patents pending which cover digital delivery, encryption systems, and commerce (payments). The fact that they have signed up more than 1,200 customers to deliver more than 100,000 products probably gives them a tremendous head start on competitors. The partnering agreements and patented delivery/payment systems should also provide significant barriers to entry. Tech Squared (TSQD) controls about 28% and Fujitsu Limited of Japan owns 19% of Digital River's common stock, thus one can take a position in DR by purchasing TSQD.

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