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To: Bill Harmond who wrote (33250)1/7/1999 7:03:00 PM
From: fedhead  Read Replies (1) | Respond to of 164684
 
William

Good call on DRIV. It exploded today. Whats their business oppurtunity and is it a direct play on the growth of the net. Its
valuation "seems" to be reasonable compared to other Inets like
INKT which provide the technology for the content/ecommerce sites like YHOO or AMZN. Does the law of increasing returns apply to them also ?


Thanks
Anindo