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

To: ayahuasca who wrote (1023)	4/23/1999 12:07:00 AM
From: Jeff Lins	Read Replies (2) \| Respond to of 1377

First off, I am long NSOL.... But Asensio seems to have a pretty good track record...though the "reports" are clearly biased. My concern is what happens when all of the domains are taken? I am not talking about EVERY domain...just the useful and wacky ones...Everything worth a damn is taken...and they don't have to pay for another 2 years! Revenues can be maintained from renewals...though I would bet that a lot of the speculative, crappy sites don't get renewed...as would be webtrepreneurs fizzle out...and with competition, renewals will likely be at a lower price, impacting revenues. Will the govt allow them to make more than just a reasonable profit on their database contract? These are my concerns medium-long term. Anybody know offhand how they accrue or defer revenues? Do they report the full 2 years worth when received?

To: ayahuasca who wrote (1023)	4/23/1999 12:09:00 AM
From: JC Reddy	Respond to of 1377

I was merely pointing out flaws in AGORA's argument. I still have some calls (and hence long). The problem is no one seems to know the future of this company and no one seems to analyze it objectively. We see two extremes - bullish analysts with targets of > $180 and Asenio with a target of < $30. I am not defending or offending anyone - trying to understand what's up with this company without taking extremes. I concluded that at best this is a very risky stock (both short and long) and plan to stay away from it for now.