Network Solutions (NSOL) Message Board

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Technology Stocks : Network Solutions (NSOL)

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To: zax who wrote (1367)	4/4/2000 6:07:00 PM
From: nazzrudin	Read Replies (1) of 1377

I doubt earnings will be an issue, at least for the time being. The company still has a solid lead over every other registrar. As for the stock collapsing, look at the 52 week high. The stock split this time last year and fell to 48 from a high of around 350 right before. This is compunded by the Verisign merger, which will result in the two stocks tracking very close to each other, and NASDAQ volitility. I think the moment of truth will come in October. This is a very critical month when the merger is to close and NSOL has to have a plan regarding the ICANN decision due in April 2001 on what to do with the registry part of the company (erg, long sentence). Mind you, the company does not have to drop it, but by doing so will result in its bidding for it after 4 years, as opposed to keeping it around for 8. But, now there is another choice. Will Verisign keep the registry (and all the domain names) and sell off the registrar? Or will it keep the registrar and let the Registry go off on its monopolistic own (so to speak)? Definitely an interesting time for both companies but a gut wrenching one for us who have a stake in the company.

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