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Technology Stocks : Beyond.com (BYND) the NEW software.net.... -- Ignore unavailable to you. Want to Upgrade?

To: Bob Zacks who wrote (111)	1/29/1999 9:14:00 AM
From: Green Receipt	Respond to of 422

I am holding it for the long run. I got in at 11...

To: Bob Zacks who wrote (111)	1/29/1999 10:43:00 AM
From: RikRichter	Read Replies (1) \| Respond to of 422

DRIV does not compete with BYND. DRIV's clients compete with BYND. DRIV has the better business model than BYND IMO. Nevertheless, there is no reason that both DRIV and BYND can't succeed in the growth curve of ESD. Good luck with BYND. I am long DRIV. Regards.

To: Bob Zacks who wrote (111)	1/29/1999 11:29:00 AM
From: Jon Tara	Respond to of 422

Actully, BYND no longer has triple the sales of DRIV. DRIV is catching up fast. They released earnings last night, and they had $9.4M in sales for 4Q, vs 13.1M for BYND. They also had 60% quarter-to-quarter growth, almost twice the growth of BYND. I think it's wise to be long BOTH of these stocks.

To: Bob Zacks who wrote (111)	1/31/1999 6:33:00 PM
From: Larry Brubaker	Read Replies (1) \| Respond to of 422

<<BYND has triple the sales of DRIV and a smaller market cap. This distortion in value should soon correct itself.>> Programmers Paradise (PROG) sells software through several channels including catalogue, direct corporate sales, and the internet. It's target market is information technology professionals. Sales grew 30% in 1998 and internet sales grew 500%. PROG's 4th quarter sales ($75 million) were more than BYND sales for the entire year. PROG earned .65 per share last year, BYND lost millions. Yet BYND has almost 10X the market cap of PROG. Now there is a real distortion.