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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: SAMS BONE who wrote (84)	11/14/1998 1:14:00 PM
From: RikRichter	Respond to of 90042

John, Regarding DRIV I believe that this is a very compelling Internet business model. They are signing on customers and products at a very rapid rate. The Street is mesmerized by new Internet IPO's. When their feet touch the ground again, they will find great value and a terrific concept in DRIV. As I noted, the co. is in talks with Microsoft, Adobe, CA, EGGS and Oracle about becoming part of the Digital River Network. Think of what an MSFT link-up would do especially after what happened to KTEL this week. Meanwhile, EXGP may have the smallest market cap of any profitable, public Internet company today. Regards. Elliot