Digital River, Inc. (DRIV)
The Company provides outsourced e-commerce solutions globally to a variety of companies primarily in the software and high-tech products markets.
Recs
Company still gets ~45% of its revenue from a single customer (SYMC) which is increasingly lower margin revenue as well as vulnerable to replacement by SYMC. Furthermore, the company is not committed to "hard-goods" e-commerce and has fallen in love with their historical success despite few growth opportunities there.
Furthermore, the 2006 bull run for this name was undeserved and the 2007 bloodletting will find the true value of this asset.
Recs
overpriced and thinly traded

RSS Headlines
Fool UK
- Show Me:
-
Outperform
-
Underperform
-
All
- Sort by:
-
Author
-
Recs
-
Date
-
Member Rating
-
Results 1 - 2 of 2