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

To: Big Al who wrote (2787)	11/23/1999 10:33:00 PM
From: Charlie Smith	Read Replies (1) \| Respond to of 3198

Hey Al, Quick enough for ya?! Not sure yet if I understand the retail-download-from-the-web business model, or if it has enough legs to produce profits for the plumbing suppliers like DRIV. (We both know plumbing is a quite honorable (CKFR) profession!) My guess is that volume markets for these folks won't arrive until DSL/fast cable reaches 20% or so penetration in U.S. households. That should be mid 2003 or 2004, IMO. By that time DRIV may have changed business models 5 times! Best regards, Charlie