Net Perceptions, Inc. (NETP) Message Board

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Technology Stocks : Net Perceptions, Inc. (NETP)

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To: Daskin who wrote (1097)	6/9/1999 4:45:00 PM
From: stockman_scott	Read Replies (2) of 2908

<< just curious how many NETP shares you have, looks like you are fully loaded. I like NETP too, but don't you think it is too early to consolidate? Especially in this sector, I think the risk is still very high.>> Daskin: I have well over 5000 shares of NETP. It is now about 80% of my total holdings. I have the remainder invested in CMGI and DELL. I appreciate your concerns about my diversification. Yet, I am going with my Gut Feelings and have decided to focus my investing on my best prospects. We are now at my average purchase price for my NETP shares and I expect great things from NETP in the next 18-24 months. Remember, we are still slightly below the price where NETP hit the public market. I have done careful DD on this company and have met some of the management team. I have faith in NETP's ability to execute. Best Regards, Scott

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