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Strategies & Market Trends : 50% Gains Investing

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To: Dale Baker who wrote (19055)	6/19/2000 8:48:00 AM
From: Raj Ramaswamy	Read Replies (1) of 118717

Dale, This excerpt is from Steve Harmon's e-mail send-outs. I am planning to add more NETP to my longs. (NETP) It's amazing that Web users that know the general- purpose ad and marketing that pollutes the daily Web experience still don't see the underlying value in a pure play like Net Perceptions (NETP). The Web marketing firm just cut a deal with HP to allow HP to resell Net Perceptions in HP's channel for e- business. The agreement is significant as it validates Net Perceptions robust technology in a global tech channel as well as introduces Net Perceptions into that reseller market. That's a good sign to us since it helps position Net Perceptions more in the global giants of technology like HP. Agreements with global giants are much more efficient for Internet solution providers since the heavy lifting is done by the buyer, pushing the product through a wide network. The core belief is that Net Perceptions may now be able to pursue agreements with other OEMs to establish a wider user base on the way to a platform for personalized, precision marketing. I think CMGI should have bought this company a long time ago. Raj

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