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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: pooh who wrote (35899)	4/22/1999 9:35:00 PM
From: Jenna	Read Replies (2) \| Respond to of 120523

aya, I think pooh gave you a perfect answer. I'm sure there are many ways to play NSOL but according to my strategy which is "anticipatory upswing" which I explain in numerous education and regular articles on the website in the free areas, it is akin to the famous 'buy on the rumour sell on the news'. The thing is we have many new people bookmarking the thread that are not subscribers and don't read the introduction to the newsletter or even the website and they see us all buying NSOL so they join in. The new subscribers are easier because they get the newsletter right away and read the introduction so they catch on pretty quickly. Now there ARE stocks that continue to rise on good news, become intermediate holds, but those are stocks that have not run up scores of points BEFORE the report and rarely in the internet sector except for the ones like USWB, BYND which have lagged generally. The first thing I do after a report is sell into the morning rally. I sometimes even sell half my position the day BEFORE the report as I did with RNWK, CNET, GNET, NITE..I sometimes leave money on the table but I'm confident that if something goes wroing losing on 5 calls is better than losing on 10 calls.

To: pooh who wrote (35899)	4/22/1999 10:50:00 PM
From: ayahuasca	Read Replies (1) \| Respond to of 120523

Pooh and Jenna- Thanks for your responses. I realize and considered all of what you are saying but NSOL had not really run up at all prior to earnings. Last week at this time NSOL was over $100 a share. On Tuesday it hit $57, and the only up day it has had recently was yesterday. Now that was a great move but I think it had alot more to do with the unveiling of the new competitors and terms of licensing than it did with earnings. Even after yesterdays move the stock wasnt where it was last week and was still 60 pts away from its high. I believe NSOL has been hurt by uncertainty regarding everything that was addressed yesterday along with a massive short campaign. Now that the uncertainty has been put to bed there is no reason I know of that NSOL shouldnt trade back near it's old highs. There are a myriad of analyst reports with price targets avging around $150-160. They are going to remain the leader in domain registration and make money from all the other registars (not $1-2 like Asensio and co thought, but $9- which was less than NSOL wanted but still has to be considered a victory for them.)Then add the earnings to all of this (and earnings that beat the street) and it seemed to me that NSOL had every reason to continue its run today. Nothing is for sure though and a pull back of 1-2 points I would understand. After all yesterday we were up 57% or something. That is why I sold 2/3 of my position when NSOL was over 100. I planned to buy it back a bit lower. But to drop to the mid 70's??? That seemed illogical to me. Still does. That is why I wondered aloud about it and why I decided to buy as much as was reasonable when it hit 78. Who knows, there may be a release tommorrow that spells NSOL's demise. I am betting against that though. I just hate to see it sink in an otherwise strong market. If the market turns down it'll be tough to fight the tape. We'll see what happens tomorrow but at the moment I am comfortable with my position in NSOL.