Net Perceptions, Inc. (NETP) Message Board

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Technology Stocks : Net Perceptions, Inc. (NETP)

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To: $Mogul who wrote (286)	5/5/1999 12:53:00 PM
From: stockman_scott	of 2908

I did some more DD and boarded the NETP train this morning -- at just over $20/share. IMHO, Net Perceptions is really on sale now. This company is young and not fully understood in the marketplace. They have excellent management. I have talked with the President and VP of Marketing when the company was much younger...I was VERY impressed with them. The NETP technology is cutting edge and their recommendation engine could become a standard just as the e-commerce revolution is about to take off. This morning I talked with the company and with one of their backers -- Piper Jaffrey. I got good responses to my questions and verified that 30 days after NETP his the market "the quiet period" would be over. IMHO, all of NETP's high profile backers (Robbie Stephens, H & Q, and Piper Jaffrey) could issue coverage on this company in the next few months. I see very little downside from the current prices and I think we could run up into the triple digits by the end of this calander year (with the right market, brokerage support, and new contracts). I plan to watch the company carefully and will continue to build my position as appropriate. Soon we'll be off to the Races..!! Best Regards, Scott

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