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To: NCC-1911 D who wrote (97)	4/16/1998 11:22:00 PM
From: Ed Don	Respond to of 2752

You use the term "unlimited electronic inventory". That seems to be the key. This is very impressive. All the costs associated with storing, packing, and shipping software will have been eliminated. As speed of downloading increases it would appear that this will become the preferred method of selling software. The fact that TSQD has been added to the E-Commerce Portfolio is important since it means that TSQD has been recognized as an E-Commerce Company. If what you predict about billions of dollars in sales becomes reality it could mean a market cap in excess of a billion dollars to Digital River if you could compare it to a company like Amazon.Com. One billion dollars in Digital River equates to over 200 million in TSQD or more than 20.00 per share. This could be the next great internet play.

To: NCC-1911 D who wrote (97)	4/17/1998 9:28:00 PM
From: Superhawk	Read Replies (2) \| Respond to of 2752

You asserted that, "The potential market for the instantaneous down-loading of software is likely to be MULTI-BILLIONS, and Digital River intends to be THE LEADER ..." George Gilder (yes, that George Gilder) agrees with you. From the Silicon Investor forum bearing his name: ************************************************************************ Misc (Tech): George Gilder - Forbes ASAP \| Previous \| Next \| Respond \| Remove Navigation To: Bryan Steffen (410 ) From: George Gilder Saturday, Apr 11 1998 3:27PM ET Reply # of 454 "With some 700K developers today (IBM's rather wild estimate), Java will be a major force tomorrow. It fits with the paradigm of component software on the web; no reason you will be restricted to the contents of your codebloated suiteware. But I do not predict the eclipse of Windows. There is alot of room out there. Perhaps you have noticed that you increasingly download your software from the net rather than purchase it at the mall. That trend will continue and will favor Java." *************************************************************************** In my opinion, one of the attractive investment facets of Digital River (and, by extension, TSQD) is the tremendous barrier to entry they have erected for potential competitors. They have already signed more than 1,100 software customers! With that lead, who's going to catch up now? BTW, Gilder's reference above to "codebloated suiteware" is his shorthand for Microsoft products. Another iteration I've heard him use is "desktop bloatware". Bottom line: software sales on the Internet are going to score big, and Digital River/TSQD seem to be the only game in town.