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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?


To: majormember who wrote (690)3/22/1999 7:39:00 PM
From: George Martin  Respond to of 4337
 
Hi, Steve

Would appreciate very much your comments on NSOL. As you know NSOL had a big run up since my original question March 13 and a big drop today. I'm re-posting my question from March 13 and would still enjoy a reply when you get time:

>>To: steve harmon - analyst (605 )
From: George Martin Saturday, Mar 13 1999 7:45PM ET
Reply # of 690

Network Solutions - NSOL : Would aappreciate:

1) your opinion at current price range;

2) your opinion regarding the intermediate and longer term impact of opening up domain registration arena to other competitors ? Do you see NSOL maintaining its dominant position and high growth rate ? ? Prospects for NSOL extending revenue base into other service areas ?

3) any thoughts about prospective companies who may seek to compete in this arena ?

4) Happily I'm in this stock in the low 30's since last Oct. Low basis has restrained me from selling because of taxes etc. but at high altitude of 200+ prices, I wonder. My inclination is to just sit and hold.

A great pleasure and treat having the opportunity to "speak" with you on this thread. I'm a long-time reader and since January, a subscriber to your monthly newsletter -- HIGHLY RECOMMENDED TO ALL INTERNET INVESTORS !!!

Thanks again and keep up the good work --

George Martin



To: majormember who wrote (690)3/24/1999 3:03:00 AM
From: steve harmon - analyst  Respond to of 4337
 
intervu (itvu) - seems a little ahead of itself in valuation at $438M. i like its technology and streaming solutions but not at that price. one to keep an eye on though as streaming becomes more commonplace...see if itvu holds at current levels