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


To: ayahuasca who wrote (1180)6/4/1999 2:42:00 PM
From: Mr. Tomatohead  Read Replies (2) | Respond to of 1377
 
C'mon, if you really believed in NSOL a couple of months ago, what has really changed. The writing was on the wall as to the monopoly breakup. Where is the announcement of serious competition ? Don't you think by now that if a major player such as AOL, MSFT, etc. really were intent on going after the reg. biz they would have done so...All I see is renewed contracting/negotiating with NSOL to keep the ball rolling. As well as new services from NSOL that, to me as a biz owner, seem pretty enticing. So what if the reg biz even gets cut in half, if NSOL still gets a cut, and at the same time gets higher $$$ premium service fees. In the long run, I see the mere reg.fee biz as kind of like the pc biz; nobody like DELL wants the $500 machine biz, they want the upscale stuff. I don't think major corps. or little guys are really interested in stripped down services. They'll be a lot more interested in superior service and products, such as NSOL is beginning to offer. Look at how IBM has rebounded by catering to a very similar market. Are there serious challenges for NSOL in the near and long term, you bet. Just like there are for every single other ticker that we trade/invest in.



To: ayahuasca who wrote (1180)6/5/1999 10:01:00 AM
From: Mike Gordon  Read Replies (2) | Respond to of 1377
 
Ayahuasca: I feel your pain, however, you might seek protection by writing covered calls. As an owner at 66.25, I've been able to neutralize losses by selling June 60's and subsequently July 55 calls which results in a slight profit. I can't determine a bottom on this stock.

Mike Gordon