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

To: Manny who wrote (926)	4/20/1999 11:16:00 AM
From: Lane Hall-Witt	Read Replies (1) \| Respond to of 1377

There is a lot of confusion about what will happen to NSOL when the competitive framework is instituted. I think any rational assessment of the damage is priced into the stock by now. (Of course, what does rationality have to do with any of this?) I actually think NSOL will benefit from the relationships it will have with its competitors, because NSOL will serve its competitors in a wholesale capacity. NSOL's retail business will decline, but it'll have an entirely new range of opportunities as a sort of INKT for the domain-registration sector. The margins in this wholesale business will be tremendous.