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Technology Stocks : VeriSign (VRSN) -- Ignore unavailable to you. Want to Upgrade?

To: Patriarch who wrote (922)	3/7/2000 2:34:00 PM
From: Mehitabel	Read Replies (1) \| Respond to of 1285

Hi Pat-- I've spent some time this morning trying to learn about NSOL, and I am convinced the purchase is a good long term maneuver for VRSN. A really masterful stroke, imo. But I do agree with David Zale, the analyst at Sands Bros quoted in the article you posted-- VRSN was doing so beautifully, growing so steadily and surprising each quarter, and this creates uncertainty. (to say nothing of a couple of years of writing off goodwill). Thanks for your many and constant contributions to this board. We are all grateful for them. :^)

To: Patriarch who wrote (922)	3/7/2000 2:56:00 PM
From: Mehitabel	Respond to of 1285

CNBC interview with Sclavos and NSOL CEO, Mr. Rutt. Some highlights: 1. Sclavos thinks the price drop in VRSN is simply arbitrageurs taking advantage of the PE difference in the two companies. 2. Sclavos says this deal is not about the stock price. This deal is about building the infrastructure. Both Sclavos and Rutt believe the infratructure industry will consolidate, and they wanted to be early at the table. 3. Sclavos: NSOL is a fabulous business. Has 9 million customers. Tremendous opportunity for cross selling between the two companies. Will make VRSN a one-stop shop. 4. have here two unique companies with terrific growth, both profitable last year, and will get synergies 5. Infospace also looked at NSOL