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Technology Stocks : PROGRAMMER'S PARADISE (PROG) -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (120)	1/10/1999 8:05:00 PM
From: William B. Kohn	Read Replies (1) \| Respond to of 2383

Zeev, some of the guys at MDA group think this is the week for a correction to begin. What's your technical analysis, and how would a correction effect PROG. willyb

To: Zeev Hed who wrote (120)	1/10/1999 8:37:00 PM
From: Crossy	Respond to of 2383

Zeev, sorry - I now see my first response never reached the thread. I wanted to point out that your argument PROG might have e-biz sales of $10 MM compared to DRIV at $11.5 MM leads me to the conclusion that currently PROG's valuation is based on catalog sales alone, totally excluding their internet operations. I would say this is the most compelling argument. Even if just the rest of PROG (the $10 MM web sales) were only valued at DRIV's PSR we all can be very happy. Seems to me that we get the e-biz part of PROG for free, at least for now.. regards CROSSY