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Technology Stocks : Racom Systems (RCOM) -- Ignore unavailable to you. Want to Upgrade?

To: steve mamus who wrote (462)	3/7/2000 9:33:00 PM
From: PAL	Read Replies (1) \| Respond to of 468

Steve, you have been selling puts just like I do. I posted on Option on G&K thread about this company. As you know in 2003 NSOL will lose the monopoly for the domain name registry. RCOM is serious competitor, and the revenue is just like what AOL is getting: renewal fees. This will just be the part of it. Company like VRSN and INSP are interested in this type of company because they can target their marketing efforts. Right now there are 30 million shares oustanding and only 5 million float. Of course RCOM is in its infancy as compared to NSOL, judging from the market potential, RCOM will have a slice of the pie. You are probably aware that Najeen Jain (INSP CEO) is interested in NSOL, but did not want to pay 21B like VRSN. I will not be surprised if RCOM is on his radar screen. This company has no debt, so AG or no AG, does not matter if he raises interest rates. Like I posted on the other thread I bought RCOM using OPM. BTW What does DoK stand for? Your initial? Paul