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To: R Sandvig who wrote (455)	6/25/1998 11:57:00 AM
From: M. Frank Greiffenstein	Read Replies (1) \| Respond to of 2752

Then why aren't you selling? You just made an argument for selling the stock. Then why don't you? You do however bring up the good issue of "barriers to entry". You are saying that barriers to entry into ESD are low, so anybody can set up shop and steal business from DR. They said the same thing about AMZN. "It's just books". I do not think the barriers are THAT low, not as low as AMZN. First, you have to sign up a lot of vendors QUICKLY. That is hard to do. Second, you have to create a SEAMLESS system for selling and documenting. Yes, anybody can buy a server, T-45 lines and tons of software licenses. It is putting it all together that is the hard part. And keep this in mind too: DR not only sells software electronically, it will also be selling its selling system. So if thosuands of competitors come on board, that would be great, if they buy their systems from DR. DocStone

To: R Sandvig who wrote (455)	6/25/1998 12:09:00 PM
From: M. Frank Greiffenstein	Respond to of 2752

Nice reply from RedHerring, Folks, I sent off a quick EM to RedHerring to complain about Gaskins poor analysis of DR IPO. Here is the reply that I got from an honest man: <<equally important was our lack of due diligence in covering the digital river story on our side....thank you for pointing out these inconsistencies and we will try and do a better job in the future when comparing Apples to Apples...versus Apples to Coconuts as sometimes happens when you rely to heavily on your sources. regards, pete henig>>