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C'mon, if you really believed in NSOL a couple of months ago, what has really changed. The writing was on the wall as to the monopoly breakup. Where is the announcement of serious competition ? Don't you think by now that if a major player such as AOL, MSFT, etc. really were intent on going after the reg. biz they would have done so...All I see is renewed contracting/negotiating with NSOL to keep the ball rolling. As well as new services from NSOL that, to me as a biz owner, seem pretty enticing. So what if the reg biz even gets cut in half, if NSOL still gets a cut, and at the same time gets higher $$$ premium service fees. In the long run, I see the mere reg.fee biz as kind of like the pc biz; nobody like DELL wants the $500 machine biz, they want the upscale stuff. I don't think major corps. or little guys are really interested in stripped down services. They'll be a lot more interested in superior service and products, such as NSOL is beginning to offer. Look at how IBM has rebounded by catering to a very similar market. Are there serious challenges for NSOL in the near and long term, you bet. Just like there are for every single other ticker that we trade/invest in. |
