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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: SMALL FRY who wrote (35231)	4/21/1999 3:42:00 AM
From: puborectalis	Respond to of 120523

LYCOS #1.......http://biz.yahoo.com/rf/990421/g.html

To: SMALL FRY who wrote (35231)	4/21/1999 8:13:00 AM
From: ayahuasca	Read Replies (2) \| Respond to of 120523

Regarding NSOL- There have been so many analysts reports out on NSOL over the last couple of weeks, all of them positive and many suggesting a blowout quarter. I can't imagine they are all wrong. The price targets on NSOL are now 2x and 3x the current price. It still suprises me that the stock hasnt reacted to these rec's...all the other net stocks ignite upon such rec's but NSOL just hasnt. Instead it has gone the other way, and much further down that I ever would have thought. But since none of the analysts seem to be fearful of NSOL I wonder what it is that has caused this. I suggest the combination of two things. 1) The coming competition (which I maintain is not the death knell that others seem to think it is)/ combined with Asensio's concerted effort to drive the price down 2) the general market conditions over the last week. Currently NSOL has this cloud hanging over it (again, unjustified IMO) and b/c people have been very nervous with the inets over the last week it has seen all the selling but none of the buying. Yesterday, with so many net stocks so much lower than they were, people decided to pass on NSOL b/c of the uncertainty and instead let $ go into the others. These two factors, IMO, are the reason for the dramatic fall and lack of comeback. But... 3 things over the course of the remainder of the week should reverse NSOL's decline. 1)The competitors names are released today (I am thinking a buy on the news type of scenario. I have to think the fears around this are already priced into the stock),2) earnings are reported tomorrow and 3) I believe NSOL is on CNBC on Friday. Again, I am expecting blow out numbers from NSOL. Also, consider being a short at this point. Would you actually short more at this level? Can you reasonalby expect this stock to trade lower given it has lost 50% in about 5 days. IF the scenario was reversed and NSOL went up 50% in 5 days I might consider selling some, especially if I knew there was some potentially bad news on the horizon. I almost certainly wouldnt initiate a new position. Well the shorts and sellers are now confronted with this situation in reverse...I dont think too many people will be selling or shorting NSOL today. We just need buyers and I think the near term risk reward will draw the buyers in. Im hoping so anyway....