VeriSign: Credit Suisse Cuts Estimates, See Google’s Moves ... - Barron's Blogs

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VeriSign: Credit Suisse Cuts Estimates, See Google’s Moves ...
[SIZE=-1]Barron's Blogs - 1 hour ago[/SIZE]
[SIZE=-1]Winslow is concerned VeriSign may be heading for a slow down in the growth of domain names akin to the DotCom bust. “2008 could be the first year that ...[/SIZE]
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[Gerry]

Not surprising for the market overall to be seeing ratings lowered.

With 37 million NEW domains registered in 2007, hard to say.

But, with this added note:

The factors are tied somewhat to the concerns about Google (GOOG) that have been mentioned recently, and which I’ve touched on today. To wit, some enterprising folks will sign up tons of temporary, or “parked” Web sites, to drive keyword search results to their pages and collect an ad fee they split with Google. Google’s cracking down on that practice, notes Winslow, in an effort to weed out what are called “link farms,” pages set up to milk Google’s ads while offering no real content for Web users.

And as that happens, it could reduce the practice of registering those opportunistic Web sites, which would reduce overall domain registration, which would affect VeriSign’s growth, writes Winslow.