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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 (2957)	4/27/2000 7:05:00 PM
From: Big Al	Read Replies (1) \| Respond to of 3198

>>>Rev. $32.8 M 19% increase over 4th Q (good) 20.3 vs 19.4% gross margin increase (also good) C, I think the sequential revenue growth is a little subdued but I am no analyst. We will know tomorrow. The problem with this stock is that it has freaking grocery store margins with their ESD business. This is where I have to kick myself and now in hind sight, realize that is the reason we are at 13 and not 33. Now the e-commerce biz will have to bail us out, but that won't be until another 18 months or so. In the meantime, we may be sitting on a good Dec. tax loss. JIMSDATO

To: C. McD who wrote (2957)	4/27/2000 8:35:00 PM
From: uthabros	Read Replies (2) \| Respond to of 3198

C.McD. you don't know me because I am recent to SI as a member but I have lurked for 2 yrs and have been in stocks where you have posted. From DRIV to BANY to ANYI! you took alot of heat at times. I don't remember most but I will say you were more on the money than not especially with ANYI! You sold at the right time and bought back at the right time. Looks like locking those shares up wasn't a bad move either. I didn't and I added at $2 and then rode it to $10 and didn't sell (duh) and still have them. It will go back but one thing I wondered about when It was at $10 (a surprise to all I'm sure) Would you have been better off not locking your shares up and traded them during its ups and downs? I know hindsight is 20/20 But I often wondered what was going thru the minds of the people who locked up their shares. TIA! What's your take on BANY, if any.