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

To: JC Reddy who wrote (1012)	4/22/1999 6:32:00 PM
From: stockster	Respond to of 1377

JC Reddy - I believe you are missing the facts. Competition is good for domain registration. If any of these companies falter, who benefits? NSOL! If you have read all the links for info. provided on these board and even Yahoo; even the latest press release from NSOL, you will see that NSOL is still dominant in this area and will continue to be for a long time. I would agree that their earnings may not be as stellar as the last quarters with other doing domain registration. However, that did not cause the share price to fall as it had already been factored in when the stock fell to a low of 57. The fact is that Asensio is blatantly trying to manipulate the share price as a SHORT! Plain and simple! Did we not know that the registration fee would now be $9? Of course we did! However the wording of their press release made it seem new. Also, it was clear that one of the reasons the share price fell, was because instituions feared that the registration fee would be $2 to $3. It wasn't! Both Paine Webber and Prudential have targets of $195 and $188 resp. on the share price. Asensio is no different from many shorts on these message boards that use their scare tactics to scare investors into selling. They create PANIC and IT WORKS!! The share price will hit $100 again; maybe tomorrow as Asensio will have to finish covering. One upgrade is all it takes to force Asensio to cover and this stock soars to $125+. Let's see what happens over the next few days. If you are a short, you want to cover tomorrow.

To: JC Reddy who wrote (1012)	4/22/1999 6:59:00 PM
From: Boon	Read Replies (2) \| Respond to of 1377

JC Reddy, your analysis is not quite right -- that the fee has dropped from $35 to $9. Don't forget that NSI intends to continue charging (domain name registrants) $35 a year. So that fee hasn't dropped. And it is still unknown how much NSI's competitors will charge registrants. What is different is that, of the registrations above and beyond those registrations NSI makes, NSI will get $9 for each such registration. That's bearish for NSI only to the extent NSI's competitors will take registration business away from NSI. And it's bullish for NSI to the extent that NSI competitors will register domain names above and beyond NSI's capacity to register domain names. That represents additional revenue.