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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 (255)	11/7/1998 11:52:00 AM
From: C. McD	Read Replies (1) \| Respond to of 3198

No argument here, ratio should be .29 I just found it interesting to plot the ratio over time to show how it is actually behaving. It is fairly continuous, so it is another tool to consider when looking at short term gains and losses of TSDQ w/ respect to DRIV. I believe we will approach .29 as TSQD releases more information on what they'll do with their DRIV stake. Its kinda like TSQD's price before the DRIV IPO - as things became more certain, TSQD's price went higher. The earlier you get in the better the rewards, but the higher the risk that something funny could happen (which I feel no need to elaborate on further). For example, if you get in when the ratio is .2, and it goes to .3 when everything is said and done, you are getting a 100% increase just because TSQD's assumed ownership of DRIV shares actually happens. Its not a SURE thing, but it IS very likely. It doesn't appear that the ratio gives any value to TSQD's actual catalog business, but I have a feeling that may change a little if earnings are good this week. If TSQD gets a boost from earnings, not related to movement in DRIV, we can add that into the equation as well. If TSQD can demonstrate that their business is doing well, the "ratio" should exceed .29 when TSQD announces their intentions for the DRIV shares. TSQD is certainly still a risk with great potential w/ respect to DRIV. Regarding recent action and AMZN speculation, I don't think anything will pan out in the near term, and I expect a pull back for TSQD and DRIV. But I will consider putting some money back into TSQD if the ratio gets back down to ~.10, since I got rid of alot of TSQD recently (but not at 2 1/32, you lucky dog). I'm sure everyone else noticed the rally die just above ~2 at about the same time Doc announced he was taking some profits, my best out was at $1 7/8. That's the third time I wished I'd followed Docs lead, the last times I could have sold TSQD at ~7 and ~5. Live and learn.