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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?


To: Jaime Leiderman who wrote (2279)7/26/1999 5:59:00 AM
From: astyanax  Read Replies (1) | Respond to of 4337
 
Re: NSOL. Since Steve may not be around at the moment, I'll give my thoughts on the stock. I don't cover it at all, so I don't know much. Bank Robertson Stephens' Net guru Keith Benjamin touts it all the time. I don't have the financials on hand but the gross margins are huge.

They have a monopoly and give credit to their management for shielding them from free market forces as long as possible. I never thought they could last this long as sole registrar. But now as register.com and other test bed registrars go online, there should be pricing pressures. But, NSOL has lobbied *very* heavily to attack and refuse to cooperate with ICANN (commission to regulate all this stuff) so the switch from being a gov't-subsidized entity is going slowly.

Their database is priceless. But let me tell you about SPAM. NSOL, more than any other company I've ever dealt with, sells their lists to SPAM HARVESTERS. I have several domain names listed with them. I've had all kinds of mail offers for Net-oriented products and services I do not want. I wish they would quit harassing us. They're worse than the post office, selling so much of our demographic information without our permission and making a bundle of money off it. I would rather they make money by offering a valuable service. And as anyone who's had to contact NSOL regarding technical difficulties or personalized service, they treat customers like garbage.

Cheers,
George netconductor.com



To: Jaime Leiderman who wrote (2279)7/27/1999 3:33:00 AM
From: steve harmon - analyst  Respond to of 4337
 
nsol - i think the directory is a no-brainer to grow with, that network solutions has a lot of data under its belt that they can use, probably more data than they know what to do with

the directory is something they should have done a year ago but i think they rested on their monopoly

that's the biggest concern i have: can they get past thinking like a one-horse player now that the domain game is more than one?