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

To: M. Frank Greiffenstein who wrote (4)	8/11/1998 7:19:00 PM
From: lazarre	Read Replies (2) \| Respond to of 3198

Doc, Talk about mysteries? PPOD has always been one for me. No one, I mean no one, is gonna choose a better cantaloupe than me ( or apple, or lettuce or cut of beef ). Dry good yes but the pricing there is cut throat in the best of times---will the convenience factor overcome? the $64 question. Amzn--don't have a position but wish I did. They're just not books anymore. Count on them for CDs next and software for act 3. They are the 2 ton gorilla now, soon to gain alot more weight. DRIV? Down loading software? Are they the only ones doin' it? ( not rhetorical--I really would like to know ) If they are then they got the ring.... Lazarre

To: M. Frank Greiffenstein who wrote (4)	8/11/1998 10:00:00 PM
From: RikRichter	Respond to of 3198

Doc, I don't have all the information available for analysis at the moment but I seem to recall that the latest quarterly revenues for DRIV, INKT, BCST and GCTY are not that far apart. One thing I do know is that DRIV is selling at a substantial discount in market cap to the other three Internet companies. Therefore, on a PSR basis, I am sure that DRIV shines over the other three. When I get the numbers together, I will post them. Regards. Elliot

To: M. Frank Greiffenstein who wrote (4)	8/12/1998 3:26:00 PM
From: RikRichter	Read Replies (4) \| Respond to of 3198

Doc, On the market cap and PSR issues for recent Internet IPO's: DRIV: $200 Million MV; Annualized Sales: $11.4 Million; PSR: 17.5x GCTY: $1.5 Billion MV; Annualized Sales: $11.0 Million; PSR:136.4x BCST: $1.0 Billion MV; Annualized Sales: $12.8 Million: PSR: 78.1x INKT: $1.3 Billion MV; Annualized Sales: $11.8 Million; PSR:110.2x This information is based on current market caps and the latest annualized three months or six months revenues where available. And BCST is presently 35% below its peak stock price while INKT is 28% below its peak. DRIV is presently of comparable size in terms of revenues but trading at a far smaller multiple than GCTY, BCST and INKT. In addition, compare DRIV's 1997 revenues of $2.5 million to the others (GCTY: $4.6 million, BCST: $6.9 million and INKT: $5.8 million) and you will see which company has the highest rate of revenue growth thus far in 1998: DRIV: +356% GCTY: +139% BCST: +86% INKT: +103% I see plenty of upside potential for DRIV (the tollkeeper!). Regards. Elliot