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Technology Stocks : Network Solutions (NSOL) -- Ignore unavailable to you. Want to Upgrade?

To: MileHigh who wrote (656)	3/26/1999 6:50:00 PM
From: Jenne	Respond to of 1377

'kensey' has recommended NSOL (Long) 'kensey' said: Big block of Network Solutions at reduced prices. The reason for the stock drop is the formed opinion of Asensio & Co. that Network Solutions "will simply be one of hundreds of companies with identical registration services capabilities operating in a low price per unit, low barrier to entry, highly competitive, small...dollar value market.'' Anybody? Seems to me I've heard the same arguments voiced against Amazon, Yahoo and other Net companies. Arsensio is a noted short-seller that started the company with a "strong sell" recommendation. New York-based Asensio has prospered by selling short the stock of companies it believes are in trouble while publicizing its concerns. In a short sale, an investor borrows stock, sells the shares at the current price and hopes to cover the loan by buying back the shares in the future at a lower price. Feeling here is that the positive overweighs the negative. Network Solutions has such a large lead in its area of business, which is registering domain names, that it is difficult to see it loose it's existing competitive position. While market share may drop, the market for registering domain names is growing exponentially. Analysts are by and large favorably predisposed to the stock. Its only a matter of time before some strong buy recommendations come down the pike. In internet space, what matters most is time. Internet space moves faster than normal business areas. Those with the lead seem to manage to retain the lead as in a market that is growing so fast, catch-up takes too much time. How else can one explain Amazon's competitive position? At its face, it would seem easy to replicate the enterprise. But history suggests that market leaders remain market leaders. The red bars on the volume indicator graph emphasize the extreme amount of selling and dumping in NSOL's stock. Appears overdone. Looking for a bounce here. kensey

To: MileHigh who wrote (656)	3/26/1999 7:01:00 PM
From: Gary Wisdom	Read Replies (2) \| Respond to of 1377

Milehigh, get off this thread and go back to the Rambus thread right now. <ggg>