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To: stockvalinvestor who wrote (163)	11/29/1998 2:36:00 PM
From: Arb	Respond to of 1530

You missed TSQD. They own a big chunk of DRIV and are selling at about a 66% discount to conservative valuations. Checkou the tsqd thread.

To: stockvalinvestor who wrote (163)	11/29/1998 8:39:00 PM
From: David Alan Cook	Respond to of 1530

Kenneth, Looks like the biggest move from the small internet stocks happen when they make their initial announcement and when CNBC picks up coverage. I believe many analysts / investors are moving from the big internet names to the next tier. My favorite small cap pick is TSSW. Company has yet to make its announcement of the details of its move to the internet. It may take several months before this happens . . . BUT they are working on a move to the internet per conference call comments AND they are being very quiet about the details. Early but worth the wait IMO. DC