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

To: C. McD who wrote (2746)	10/26/1999 12:58:00 AM
From: David Browning	Respond to of 3198

A few points....... 1. Doc, admittedly the "mid-2000" is rather wishful; but will not look so far out when they do $30 million now in Q4. As such, I would bet on a $50+ million Q4 in 2000. You are right that the sequential quarters tell more than seasonals in start-ups like this. But we will probably see Q3 as weak in future: summer, and all. That's why I'm not too concerned about lesser growth rate this Q3, esp. if Q4 does what I expect! On transaction count, I don't even know that they are counting the shareware/commerce bridge activity here. Another area of revenue uncertainty, confusion. 2. C McD, there was no mention of the TSQD lawsuit in the cc. I believe it was Mr. Steiner who commented briefly that the transaction was on track to close in Q4. Obviously, that could change with court proceedings. Cheers, David