SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : e-Commerce the Next 100 Months...... -- Ignore unavailable to you. Want to Upgrade?


To: AugustWest who wrote (1984)12/17/1998 3:29:00 PM
From: TLindt  Read Replies (1) | Respond to of 2882
 
I'll ditto that....DRIV.



To: AugustWest who wrote (1984)12/17/1998 5:32:00 PM
From: M. Frank Greiffenstein  Read Replies (1) | Respond to of 2882
 
I suck....

Man, I always prided myself on my sense of timing, but I have been 100% wrong the second half of this year. This latest episode with DRIV is a good example. When I calculated a price target of 25 based on 20 times sales, sales were based on a run rate rather than a growth rate.

I was hoping for a fall back to 18 again. Wrong!

This WalMart thing is a BIG BIG deal. Combine it with the US West access to broad bandwidth, and the connection with Fingerhut, who needs Amazon.com??

Anyway, I am back in to DRIV at 28 5/8.

DocStone

DocStone