Net Perceptions, Inc. (NETP) Message Board

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Technology Stocks : Net Perceptions, Inc. (NETP)

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To: SecularBull who wrote (1441)	7/19/1999 4:31:00 PM
From: stockman_scott	of 2908

LoD: Good to hear from you....NETP still does not get the respect it deserves, IMO.....today we have Stamps.com (STMP) -- a recent IPO announcing a deal with Office Depot and the stock is up over 10% to an all-time high....market cap. is now around $1.6 Billion.....the firm has never made money and won't soon....its not a bad company and STMP is a first mover BUT TELL ME is Stamps.com worth quite a few times what NETP is worth? NETP's current market cap. is around $450 Million and its price is around where it was when the stock hit the public market a few months ago. NETP recently announced a BIG new customer at their quarterly release (Lycos is one of the top 4 global portals)....I have read the new earnings reviews by BBRS and H&Q and they had very bullish things to say about NETP and their ability to execute and lead their market. Is Stamps.com adding more value in the e-commerce space than NETP? IMO, the market is not equal across the board in how it evaluates young internet firms or e-commerce enablers. This may change but its interesting to observe. Any comments? Best Regards, Scott

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