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Technology Stocks : DRIV (DIGITAL RIVER). Get in on internet IPO. -- Ignore unavailable to you. Want to Upgrade?

To: Charlie Smith who wrote (2742)	10/25/1999 8:44:00 PM
From: M. Frank Greiffenstein	Read Replies (1) \| Respond to of 3198

Sequential tells us more... I realize the difference Charley. Year over year is in the rear view mirror, so to speak. Sequential addresses the here and now. The market could care less about what happened last year, its the future that's important. I know what DRIV hopes to do. Question is, do the current results show that they are doing it? I think the "execution risk" for DRIV has gone way up with this quarter. Look at BYND: A 39.2% increase sequentially in the top line. But I will grant this: BYND's sales and marketing costs are horrendous, their per customer acquisition costs should make anybody gag. Docstone