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


To: RikRichter who wrote (3)8/11/1998 5:14:00 PM
From: M. Frank Greiffenstein  Read Replies (3) | Respond to of 3198
 
Market cap vs PSR...

Elliot, yeah, DRIV has a lower amrket cap than the other Internet stocks. But I thin PSR is more important. I we annualize DRIV 1998 revenues, we get a PSR of 15 times sales for PSR. I don't have the facts in front of me, what is PSR for INKT, BCT and GCTY?

PPOD does look interesting. PSR is two times sales. And they are the only full service Internet grocer with 50 million in trailing revenues. People buy more groceries then they do books, why should PPOD tank when AMXN takes off? So many investment mysteries, so little time...

DocStone



To: RikRichter who wrote (3)8/11/1998 8:37:00 PM
From: puffpuff  Read Replies (1) | Respond to of 3198
 
While GCTY may or may not be any less valuable than DRIV, I think the reality is that most people on the street can understand what GEO does but not necessarily have a good grasp of DRIV. It will take some education and reasearch which is a long process.

Why would you not consider TSQD as a warant play on DRIV at the current price $3 for TSQD as compare to $10 for DRIV??



To: RikRichter who wrote (3)8/12/1998 10:36:00 AM
From: Thomas DeMille  Respond to of 3198
 
I got in through friends and family program, and you end up getting in 12.5 cents below me!!! I agree with your assessment however. I have a friend at Lotus who deals with DRIV and they feel that DRIV will be one of the winners in the e-commerce shakedown.

-=tGd=-