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Jan 9 9:30 AM EST

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To: dealmakr who wrote (121)	6/30/1998 8:37:00 AM
From: Adivino	Read Replies (1) of 156

To all: Maybe this will explain the recent rise in the price. If it's not please excuse my ignorance. ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++= Different strokes These types of questions are even more crucial for younger companies that haven't yet made a name for themselves. And the answers aren't always so obvious. While Digital River, the IPO hopeful mentioned at the beginning of this column, has consciously decided not to create its own Web store, a San Jose, Calif.-based company called TestDrive has taken the opposite approach. It recently chose to use its expertise in electronic software distribution technology to create its own Software BuyLine Internet shop. Recent IPO Inktomi (INKT) was rewarded big-time by Wall Street even though the Internet software developer's search engine and caching technologies merely work in the background to help other major online entities run their operations. Yet Inktomi got one of its major wins, a contract with Yahoo! (YHOO), only after Compaq's (CPQ) AltaVista unit, originally a software developer, decided it could have more success by trying to become its own portal site, the concept du jour on Wall Street.

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