America On-Line (AOL) Message Board

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Technology Stocks : America On-Line (AOL)

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To: Boplicity who wrote (21904)	6/14/1999 10:50:00 AM
From: stockman_scott	Read Replies (1) of 41369

<<Across the broad dumping, center almost on the nets, I see that as very good sign, and that we a nearing complete wash out in the net mania. >> Greg: It may be a blessing I sold my AOL at around $165/share. My relatives still hold it and I think AOL will do well in the long term. Yet, the valuation was too rich for this market. I have been building a large position in Net Perceptions (NETP) -- a very undervalued e-commerce solutions provider. It seems to be holding up very well in the market today. Net Perceptions provides enterprise-class personalization and recommendation software solutions that enhance real-time, one-to-one customer relationships. The company's solutions offer personalization and recommendations that increase sales, enhance profitability, and deepen customer relationships. IMO, they are in the sweet spot of the e-commerce revolution. They also have a partnership with the Netscape-Sun alliance for distribution. It's amazing that NETP is just back to the price where it hit the public market (~ $23/share). I expect great things from this company and plan to hold my shares for the long term. Best Regards, Scott

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