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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Roger A. Babb who wrote (14775)	10/24/1998 1:34:00 AM
From: Marconi	Read Replies (2) \| Respond to of 18691

Hello Mr. Babb: NSOL is the Federally sanctioned administrative monopoly that manages naming for some of the popular Internet domains. They are losing their monopoly as of last month, but continue while a group of competitors is formed. There should be a somewhat larger pie for all, but a smaller portion for NSOL. They have bounced back considerably from their recent low. I think they are a short in the mid-40's. My buy back target would be half that within a year. Less than half if the competitors show some tooth during the time. NSOL seems to trade approximately like CNWK, except CNWK has generally been higher in price. If CNWK approaches 50 I plan to short it for the longer term. Both strike me as examples of overpriced Internet related stocks. Best regards, m