Dueling Fools

Dueling Fools
April 28, 1999

Master of Your Domain?
Network Solutions price (4/27/99): $83 5/16

Until just last week, Network Solutions (Nasdaq: NSOL) had the whole domain registrations pie to itself. What's a domain? Try www.fool.com on for size. But now the monopoly is over and competitors are storming the castle.

Is it strong enough? This week David Marino-Nachison (TMF Braden) and Paul Larson (TMF Parlay) are Dueling Fools. David thinks that even better days lie ahead for the company, while Paul thinks the company will become a master of none.

Who will register the winning argument? You get to decide. And don't miss this week's Duel Flashback, where we take a look back at the company bringing Star Wars to a theater near you -- News Corp. (NYSE: NWS).

You Get to Vote!

Once you've read the arguments and the rebuttals, it's your time to cast your vote. We'll tabulate results each week and revisit them from time to time to see whether you were right! As always, we invite you to join us in the Dueling Fools Message board to continue the duel.

[Any suggestions, comments, praise, or flames, please send them along to the Dueling Fools Team.]

The Bull...
Unless he's got something super-sneaky up his sleeve, what Paul's probably going to hammer home repeatedly in his bear argument against Network Solutions is this: Network Solutions just lost a government-sanctioned monopoly on its core business, and that's bad.
The Bear...
The excitement over Internet stocks has pushed all the equities remotely related to the Web or electronic commerce towards the moon. Some of these stocks deserve their premium valuations because the expected growth in their businesses is nothing less than explosive.

Results for last week's Cola Wars Duel

Answer Percentage
I can't make up my mind


TMF Verve's Bull argument


TMF Gump's Bear argument


They were both excellent


They were both lame