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Technology Stocks : DRIV (DIGITAL RIVER). Get in on internet IPO. -- Ignore unavailable to you. Want to Upgrade?

To: Big Al who wrote (1666)	4/23/1999 12:41:00 PM
From: QwikSand	Read Replies (1) \| Respond to of 3198

As a DRIV shareholder, this earnings report didn't excite me. When do they expect to become profitable? A 4x increase in the top line doesn't look so good when profitability fails to improve at the same time. I know it's blasphemy to expect "internet stocks" to have earnings, but without them it looks like the old "we lose a little on each one but make it up on volume" strategy. I guess I'm just an old-fashioned guy. Regards, --QwikSand

To: Big Al who wrote (1666)	4/23/1999 2:38:00 PM
From: M. Frank Greiffenstein	Read Replies (1) \| Respond to of 3198

Not disappointed... BigAl, I am not disappointed with 416%! My point is that growth companies are evaluated by sequential sales, both on a percentage and a nominal basis. So DRIV had a 25% sequential increase but a nominal increase of roughly $2 million over Q4. In other words, the sequential increase was from a small base. Now look at somebody like Amzn. They have nice sequential growth from a very large base, so the growth in nominal terms is huge. Year-on-year is of secondary concern because it is in the "rear view" mirror. It is still impressive, just not as important. DocStone