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


To: Quentin Spencer who wrote (865)4/15/1999 8:53:00 AM
From: rjee  Read Replies (1) | Respond to of 1377
 
That might be a good sign since most report earnings after the market closes especially when they're bad.



To: Quentin Spencer who wrote (865)4/15/1999 9:16:00 AM
From: TheStockMonkey  Respond to of 1377
 
Yes-that's the information that Breifing.com has also.



To: Quentin Spencer who wrote (865)4/15/1999 8:58:00 PM
From: Cleo  Respond to of 1377
 
I'm hoping we'll see a nice runup now in the week prior to earnings release.

Also hope that the 90's will be a support level and a springboard
for higher movement now.



To: Quentin Spencer who wrote (865)4/16/1999 3:41:00 AM
From: Analyst Scotty  Read Replies (1) | Respond to of 1377
 
Earnings release and commentary

Nancy Huddleston [(703) 742-4852 / nancyh@netsol.com ] confirmed for me in an email that earnings will be released on 4/22, rather than the 4/28 date reported on some sites such as Earnings Whispers. Unfortunately, Ms Huddleston did not add whether the release will be made pre or post open.

Nevertheless, when I realized that earnings come out on 4/22 I added to my position. This week belonged to the Bears, however I expect that the Bulls will storm back next week when ICANN makes its long overdue registrar announcement on 4/21, NSOL reports on 4/22, and the investment banking community likely chimes in to reiterate its full support for NSOL. I would not want to be caught short going into that!!

After reviewing the arguments put forth by both the brokerage houses and Asensio, I came to the personal conclusion that the government is not out to wage any crusade against NSOL (in contrast with all the inflammatory statements made in the press .) NSOL is too much an integral part of the internet infrastructure for the government to take any sort of heavy handed approach which would confuse or undermine its rapid development. Asensio and the press portray the government as some sort of aggressor / bogey-man for NSOL, when in fact NSOL has been co-operating smoothly with the government for years. Why would the government only now seek to yank the rug out from under NSOL while registry development is at its most rapid phase?

Competition in the registar field: Bring it on! Name the companies already!! The public has know about this since the government published its Jan. 1998 "green paper" and June 1998 "white paper," and NSOL has likely expected it for years. Who are the registrars going to be: AOL, AT&T, Microsoft, Asensio? Fine..the quicker NSOL will add names to the com.,org. and net. registries. (However, since NSOL recently entered into marketing agreements with both Yahoo and Netscape in December 1998, it seems unlikely that either of them or AOL will seek to encroach on NSOL's registrar territory.)

The growth in registry names will be astronomical, independent of whatever price is agreed to. JP Morgan estimates the market for NSOL at "well north of 100 million domain names" with less than 5% current penetration.

NSOL = growing profits + a huge internet presence which it can and is leveraging in myriad ways.....

Yes, you had better believe I am Long!

Go NSOL!

See all you longs at higher levels!!!

Scott



To: Quentin Spencer who wrote (865)4/20/1999 8:59:00 PM
From: Mr. Big  Respond to of 1377
 
Thursday before market opens - 11:00 analyst call - Friday CNBC!