SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?


To: Bill Harmond who wrote (9372)10/26/2001 12:04:32 AM
From: Mark Fowler  Read Replies (1) | Respond to of 57684
 
Bill i just came after dinner i have read on Vrsn but i want to look at recurring revenues how much are they up?

The attacks of Sept. 11 impacted third-quarter revenues by $5 million to $7 million, said Chief Executive Stratton Sclavos.

VeriSign's operating margin for the quarter of 17.1 percent beat the 15.5 percent Sigmond had expected, indicating the company is benefiting from its utility model, he said.



To: Bill Harmond who wrote (9372)10/26/2001 12:26:54 AM
From: Mark Fowler  Respond to of 57684
 
biz.yahoo.com

It help if we get the right info!



To: Bill Harmond who wrote (9372)10/26/2001 12:54:22 AM
From: Mark Fowler  Respond to of 57684
 
Vrsn Shelf registration dilution. approx. 7 percent and the earnings are confusing. I'm too tired to look at this right now.



To: Bill Harmond who wrote (9372)10/26/2001 8:54:05 AM
From: Tradegod  Respond to of 57684
 
William, I'm with you on this vrsn call. In my opinion Friday's treatment of vrsn will be an excellent litmus test of the sincerity of this rally we've enjoyed.
If the selloff ah is related to the secondary, then a strong market with a keeper stock will gobble up these three million shares in no time. (Bear Stearns did downgrade them to neutral after the call citing concerns over domain registration deterioration which they said puts 2002 estimates at risk.)

However, if Friday proves to be a down day, any recovery will probably not lift the stocks that were gapped down. Examples are ONIS, FDRY, HLIT from the past few days.

From a higher view, the rally in the naz is now approaching the long term downtrend line since May somewhere between 1775-1800. Locking in profits around here while waiting for the direction to sort out over the next week might be prudent.