Net Perceptions, Inc. (NETP) Message Board

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Technology Stocks : Net Perceptions, Inc. (NETP)

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To: Souze who wrote (1161)	6/14/1999 5:30:00 PM
From: stockman_scott	Read Replies (1) of 2908

<<"We are pleased that AdForce has chosen Engage Knowledge and Engage's Precision Profiling technology to enhance AdForce's adserving and ad management services," said Paul Schaut, CEO of Engage.>> Souze: The passage I quoted helps one understand what the Engage deal is all about. IMO Engage and AdForce are in a different marketspace than NETP. They may now be Doubleclick competitors. Piper Jaffray recently said that.."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." Currently NETP is offering a recommendation engine for the e-commerce market. They are in the process of rolling out an application for the call center market. In the next year they will be releasing a recommendation engine solution for the corporate knowledge management market. NETP has unique technology that is IMO superior to other offerings. The company continues to develop a leadership position and strong momentum in the e-commerce personalization marketplace. On page 9 of the prospectus for the NETP IPO the competitors listed were Andromedia, Aptex, and Personify. They also stated that it was likely that Microsoft would utilize the personalization technology from their Firefly acquisition. So far Microsoft has not had a credible offering in the market. Someday that may change. Remember that NETP has alliances with Broadvision, IBM, Netscape and others for the distribution of their solutions into the market. I expect that NETP's market position will continue to strengthen and the Engage announcement may have very little impact on this. Most net stocks sold off today. That is why NETP was down. The fundamentals have not changed. The market sentiment has (temporarily). I have a multi-year time horizon for my investment though. No worries here. Think LONG TERM and you'll be fine. Best Regards, Scott

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