Domain name registrations are outpacing Verisign’s guidance.
There was a rather spirited conversation over at DomainSherpa today about the landrush on short domain names.
Is it a bubble? Maybe so. But guests Frank Schilling, Andrew Rosener and Shane Cultra discussed one way you can play in this boom without ever buying a numeric or four character domain name: buy Verisign stock.
The thinking is that most analysts and people following the stock market aren’t keeping up-to-date with .com and .net registrations this quarter. They will be pleasantly surprised when Verisign (NASDAQ: VRSN) releases its Q4 numbers.
Here are some arguments for and against this position. Click here to continue reading…