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Username: RayF
Date/Time: Wed, November 21, 2001 at 6:14 PM GMT
Browser: Microsoft Internet Explorer V5.5 using Windows NT 5.0
Subject: Wall Street TLD trend analysis


           Nasdaq VRSN is getting beat up over the fact there was about a 300,000 decline in com/net/org zone file generation.  Actually, they are getting beat up over the trend this represents.

It is relatively for certain that new zone file generation to the legacy root actually increased as a result of the new TLD's that launched during this same period.

This seems to be a pretty clear "proof-of-concept" indication of consumer choice and demand i.e. a consumer push to the new product lines as well as such an immediate impact (the first such decline to the com/net/org zones in Internet history - what a coincidence).  At least this is what the Wall Street experts seem to be indicating and reporting.  This is the same as saying that these experts believe there will be content development behind the new TLD's - otherwise this would be considered more of a one time occurrence and not a trend.




Link: Analysts Downgrade Verisign

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