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

To: Don Westermeyer who wrote (17275)	2/1/1999 12:27:00 AM
From: Marconi	Read Replies (1) \| Respond to of 18691

Hello Mr. Westemeyer: I had recommended shorting NSOL when it was going over 50 last--basically the lost monopoly, multiple competitors and not nearly worthwhile enough pie to justify NSOL pricing. NSOL has received another two years of monopoly over the popular naming domains. I agree the pricing seems to be more like i-nut rather than related to fundamentals. Perhaps the cachet is the international offices, which seems to be taken as global if not galactic by the stock price activity since then. Caught in a mania, NSOL will be a crazily trading issue. I was wrong about thinking the stock would rationalize. It is more in the domain of insane at this time. I am shying away from mania stocks. An old saw of business I am reminded to follow is 'never compete with dummies' [they can only ruin the market and possible smart competitors, too, in the process]. Best regards, m