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To: Sarmad Y. Hermiz who wrote (47743)	3/28/1999 10:33:00 PM
From: Jan Crawley	Respond to of 164684

They never all go up in unison on any day. Now some go up, some down Exactly, Sarmad, this is a "zero" sum game, especially with the margin restrictions which started about 2 months ago. The same players are in the net stocks. Just look at ourselves..:)))

To: Sarmad Y. Hermiz who wrote (47743)	3/28/1999 11:23:00 PM
From: Victor Lazlo	Respond to of 164684

<< Have you noticed how many net type stocks there are ? All loser businesses with multi-billion valuations. I don't think there is enough money to keep them all going up. And in fact lately they have just churned. Look at cmgi, nsol, bcst, amzn, yhoo, aol, ebay, etc... They never all go up in unison on any day. Now some go up, some down.>> Sarmad, I agree. Six mos or a year ago, there were not enough net stocks to go around for the demand by investors, so everything re the net went to the moon. Things are beginning to settle down now, and I think the supply of net stocks is catching up to the demand. And a lot of them that don't get bought out are going to be toast w/i 24 months in my opinion. Ad revenues are not very exciting for most of them, nobbody is willing to pay subcription fees for anything on the net, and selling goods and services will be profitable for only a small number of them, but even then only a after a period of serious losses to build volume. Victor

To: Sarmad Y. Hermiz who wrote (47743)	3/29/1999 12:13:00 AM
From: H James Morris	Read Replies (1) \| Respond to of 164684

Nsol, >>March 27, 1999 Shorts target Network Solutions Network Solutions, the Virginia-based registrar of Internet addresses, acknowledged it has become the subject of trades by short-sellers, those who sell borrowed shares on expectation of a price decline. Asensio and Co. says it is "actively engaged in short-selling" Network Solutions shares and issued a strong sell and short-sell recommendation. About 45 percent of publicly traded Network Solutions' shares are held by San Diego-based SAIC. Network Solutions' share price climbed more than 5 percent yesterday, closing at $106.50. <<