% | $
Quotes you view appear here for quick access.

Digital River, Inc. Message Board

  • cupwithhandle cupwithhandle Aug 15, 1999 12:38 PM Flag

    aww32 vs. Frumpyi

    Please keep your spam off this board, it is of no

    I agree with some of the ledgars printed from
    Frumpyi, this is a powerhouse Internet Company and the
    only way to come out ahead as a short trader is to
    trade around this issue.

    The Short sellers Will
    never hold an issue that has the Makings of the Next
    IBM in Digital Downloads.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Showing 210,000 shares purchased today and absolutley NO institutional sells are listed.

      This is very heavy accumulation. Follow the Institutions and make some money!

    • This combination will not be in business in the future. They will be crushed by the pending competition. So,......who cares!


    • I'm not sure what you mean by "[o]ne of the board
      members on Digital River's panel is the C.E.O. of
      Egghead." I didn't know Digital River had a panel. Do you
      mean the board of directors?

      Egghead is not
      currently a partner of Digital River. Go to Egghead's web
      site and select "downloadable software" at the bottom
      of the page. You will be transferred to ""
      That site is managed by, a Digital
      River competitor.

      I do expect, however, that
      Digital River will provide downloadable software to
      Egghead once the merger with onsale is complete. Digital
      River partnered with Onsale a week before the merger
      was announced. It follows that the merged companies
      will stick with Digital River rather than revert to

    • On page 12, the company estimates the $62.3
      million on hand end June will last all of 18 months! They
      spent $9.5 million in the previous six months (ex.
      acquisitions), so the next 18 should be something to watch. Hope
      the dough is well-spent as it surely is a ton, esp.
      when you factor in contribution from increasing

      Anyone with a weak stomach for operating
      losses should leave now, these guys must have some

    • not sure, U have to ask this person?

    • Thanks Johnny T!

      I've heard they are
      hiring again. They have doubled their
      employees in
      less than a year. Was around a 100 this time
      year and now around 250! And they continue to

      Heard from a taxi driver that Joel is dumping
      everything back into the company. Looking to make the big
      hit this time.

    • Frumpster, Why would the CEO of Egghead be on the "panel" as you call it of Driv, but yet give his business to a competitor??
      JTLaw thank you for your effort and information.

    • All you bone head sure have a bad memory. One of
      the board members on Digital River's panel is the
      C.E.O. of


      People that follow the Frumpster make dough year after
      year and averages 314.66% each yr.

      Time for
      a Cocktail! J&B/water

    • The rest of the article...

      Remember that
      Home Depot is one of the great retailers--the
      "category killer" that handily drove
      hundreds of
      mom-and-pop hardware stores out of business. Who's to say it
      can't do the same to pesky suppliers with
      dreams? (Indeed, Home Depot is featured
      in this
      issue's retirement guide. See "Ten Stocks to Grow With.")
      At least one supplier, Stanley Works, the tool
      manufacturer, scrapped its e-commerce plans. "Our
      said, 'We would prefer it if you did not compete with
      us,' " explains a Stanley spokesman. Rubbermaid,
      though it intends to continue selling online, says it's
      advertising or promoting its e-commerce site. "We try not to
      draw attention to ourselves," one executive at
      Rubbermaid told FORTUNE nervously. "It's a very

      And if Home Depot gets its way, selling
      power drills and fertilizer and riding mowers on the
      Web will work the same way it does in the real
      world--with Home Depot in
      charge. "We hope our vendors
      will partner with us," offers Jeff Cohen, the
      company's Internet chief, when asked about suppliers
      setting up shop online.

      Who will rule the Web for
      the do-it-yourself set? That's not at all clear, at
      least not yet. "They think the Web is their domain,"
      says a manufacturer who asked not to be
      fearing Home Depot's retaliation. "We think it's ours."

      E-Threats to Home Depot: A Scouting Report

      A number
      of Home Depot's vendors are coming up with ways to
      sell directly to consumers, bypassing the big retailer
      entirely. Some are there; some aren't there yet;
      really like to talk about it. Home Depot, of course,
      isn't pleased about any of this, and would be happy if
      everyone would just let it deal with consumers, thank
      very much.

    • Inspired by all of the fine research the
      participants of this board have done, I did some of my own. I
      think I found a gem, fellas.

      Below is an
      article that was written in Fortune about Home Depot's
      slant on ecommerce. Ronning is quoted. While the
      article paints Home Depot somewhat negatively, the bottom
      line is that the company will have to be an ebusiness
      participant to succeed.

      Though I have a limited
      understanding of Commerce Bridge's capabilities, this would
      seem like a perfect fit. I also like how this might
      demonstrate DRIV's relevance outside of the ESD world. So,
      what do you guys think? Any potential


      Barnes & Noble has Amazon. Toys "R" Us has eToys. So
      you'd think by now that Home Depot would have its own
      raging bat-tle with some do-it-yourself Web
      upstart. Instead, the $30 billion retailer has found
      trouble on the Net in its own backyard:,,, Home Depot
      suppliers, all planning to hawk their wares over the Web. As
      far as Home Depot is concerned, a supplier with a
      Website can be far
      more dangerous than any Amazon.

      In a letter obtained by FORTUNE, the company
      recently issued a Godfather-esque directive to all
      suppliers selling products over the Internet. The gist of
      it is, Cut it out
      or we'll cut you off. "Dear
      Vendor," the letter, dated May 19, begins. "It is
      important for you to be aware of Home Depot's current
      position on its' [sic] vendors
      competing with the
      company via e-commerce direct to consumer distribution.
      We think it is short-sighted for vendors to ignore
      the added value that our retail stores
      to the sales of their products.... We recognize that
      a vendor has the right to sell through whatever
      distribution channels it desires. However, we too have
      right to be selective in regard to the vendors we
      select and we trust that you can understand that a
      company may be hesitant to do business with its

      All this to stop a couple of glue guns
      from being peddled over the Internet? No, it's a bit
      scarier than that. What Home Depot rightly worries about
      is losing control over
      its customers. If they can
      go straight to the manufacturer, why would they need
      a middleman? And if the manufacturers can sell
      size-12 nails to the Bob Vila crowd
      directly, why deal
      with Home Depot?

      By now, it's abundantly clear
      where the Web is heading. Though e-commerce still makes
      up less than 1% of the total retail market, it is
      growing fast. According to some
      estimates, online
      sales this year should more than double, to around $36

      billion--and manufacturers are eager to cash in. "Every
      manufacturer we talk to intends to put a store on the
      Internet," says Joel Ronning, CEO of Digital River,
      provides back-office e-commerce services to both suppliers
      and retailers. As Home Depot lumbers its way toward
      creating an e-commerce site ("It should be
      sometime this fall, or maybe this winter," a spokesman
      says), its suppliers are already there or will arrive
      imminently. sells such items as
      ActionPacker Tool Box for $10.99; offers up a
      Wrecking Set that includes a drill hammer and safety
      goggles for $35.95. Another vendor, Whirlpool,
      launching a joint venture with Hearst and Boston Consulting
      this fall, called

      In the power
      game between retailers and suppliers, the so-called
      big-box shops like Home Depot have always had the upper
      hand. You want to sell hammers, you do
      what Home
      Depot wants. But the emergence of vendors' retail
      Websites is changing the balance of power. For example,
      Ames' Easy Roller wheelbarrow couldn't get
      into Home
      Depot's stores because it was the wrong shape for its
      shelves. It's now selling briskly on for $124.95.
      "The Web is the great equalizer," says
      marketing director Cary Gregory.

      This is not to say
      that going up against Hom

    • View More Messages
25.990.00(0.00%)Feb 12 3:59 PMEST