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To: Jenna who wrote (15417)9/23/1998 3:04:00 PM
From: HandsOn  Respond to of 120523
 
PSQL on the move again after shakeout this morning before news release of partnership with DSTM. Now a rumor from SI poster about MSFT being interested in PSQL. Low was 9 3/8, ask a few min's ago was 10 9/16.



To: Jenna who wrote (15417)9/24/1998 12:57:00 PM
From: Jenna  Read Replies (1) | Respond to of 120523
 
Holding NSOL: Internet company that earns.. some of you might remember how bullish I was on this company last quarter and how much it rose. I will be holding as long as I can until earnings. If NSOL becomes OVERBOUGHT, there is a chance that the earnings report will lead to profit taking.

From Wednesday: BancBoston Robertson Stephens Initiates Coverage of Network Solutions With A Buy Rating
SAN FRANCISCO, Sept. 23 /PRNewswire/ -- BancBoston Robertson Stephens analyst Keith Benjamin initiated coverage today of Network Solutions (Nasdaq: NSOL - news) with a Buy rating. His estimates for 1998 and 1999 EPS are $0.59 and $0.90, respectively.

Network Solutions is currently the exclusive registrar of Internet domain names ending in .com, .org, .net and .edu under a government contract. The government contract is currently in transition, and Benjamin believes it is highly likely that NSI will continue to be the dominant provider of registry and registrar services. The company has proprietary technology and exclusive worldwide distribution and marketing relationships.

As of June 1998, NSI had approximately 2.3 million domain names registered, which Benjamin believes only scratches the surface of a greater opportunity to register domain names for almost every business, if not every individual. NSI receives fees up-front for 2 years of registration. Its cost structure is primarily fixed. As such, it boasts a very profitable and predictable business model. ''The company is in the process of more aggressive marketing of its primary and complementary services, which we believe can significantly increase revenues per account,'' wrote Benjamin in a research note issued this morning.