SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Network Solutions (NSOL)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: rjee who wrote (1207)6/11/1999 9:02:00 AM
From: Jaime Leiderman  Read Replies (1) of 1377
 
From Keith Benjamin weekly web report:

NETWORK SOLUTIONS HITS 5 MILLION – NSOL has been a painful stock.
Historically, some of our best investments, like AOL have been a
function of remaining stubborn. Here, the confusion created by
political maneuvering does not seem to have changed NSOL's marketing
superiority, in our view. We do not believe there has been any strong
objection to the $9 annual registry fee, and at the end of the trial
period on June 24th, we expect it will be extended to the end of the
existing NSOL contract in September of 2000. NSOL has enough financial
resources to dramatically outspend almost any of its competitors in the
race to encourage more companies and people to register domain names.
Curiously, NSOL's valuation may be hurt by having earnings. We would
not be surprised to see the company become more aggressive in marketing
spending and acquisitions, which might temporarily impact earnings.
Acquisitions could help widen the range of services NSOL is already
providing around the core domain name registration function. We expect
any aggressive announcements would bolster the reality and perception of
its competitive position. We find the stock a compelling value today,
particularly given our expectation for positive catalysts pending
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext