DRIV (DIGITAL RIVER). Get in on internet IPO. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : DRIV (DIGITAL RIVER). Get in on internet IPO.

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Don P. who wrote (1147)	2/25/1999 9:32:00 AM
From: Mr. Miller	Read Replies (2) of 3198

Don: I am concerned about DRIV's interest in "branching out" so soon. Do they think ESD is not the way to go, or not going to be so great that they need other forms of income? Certainly relying on one aspect of business can be bad for business, but several in the internet space did it to blow up valuations, and then seek other forms of business. We have just begun this run in ESD and already we are branching out? Too soon. We should have devoted 100% energy in this space till we got much larger, say annual revs of $200 million or more. This could be taken badly on wallstreet. There are so many involved in e-commerce that our valuation may not be sustained if we get lost in the herd. Our current valuation was a reward for doing so well in ESD, not being a great company with great fundamentals. We were being rewarded for being a leader in ESD with chumbo and BYND and others. If we are going to branch out some, we better continue to deliver extraordinary growth rates in ESD or risk losing our high valuation. Miller

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next