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

To: Rob S. who wrote (1234)	1/18/2002 3:21:28 PM
From: David Semoreson	Read Replies (1) \| Respond to of 1285

The "State of the Domain" Year-End Report was published yesterday (jan 17th). It weighs in a 65 pages and has lots of detailed numbers and great charts, so I'm not going to paraphrase much here ... I encourage every investor to read this for themselves to understand the industry dynamics. The report is available at no charge from snapnames.com In brief, Verisign (#1 for the year) and Register.com (#2) continue their large net losses, and opensrs.net (ie:Tucows)(#3), GoDaddy (#10) and INWW (#5) continue to grow. These are all "net" additions, so GoDaddy and INWW are helped by not having been in business last year or at much smaller volumes (ie: less drag from non-renewals). Tucows has a large base to start with, and has still managed to show net growth ... very impressive! How can the relative values of VRSN and TCOW be justified?