Net Perceptions, Inc. (NETP) Message Board

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Technology Stocks : Net Perceptions, Inc. (NETP)

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To: stockman_scott who wrote (1507)	8/2/1999 9:14:00 AM
From: Bretsky	Read Replies (1) of 2908

COMMENTS ABOUT NETP from the INTERNET STOCK REPORT; Replacement for Steve Harmon. eMailbag Monday: NetPerceptions, Upgrade, Research Hi Gus, I am a recent shareholder of Net Perceptions (NETP). What do you think? It owns a very promising technology which has already taken the lead position in its industry. I hate to see it "drowning." Tell me your opinion. Greg Reply: Net Perceptions is one of the early leaders in the emerging field of relationship marketing. However, it is now sharing the public stage with competitor Engage Technologies (ENGA) which went public recently. While the two companies have different technologies, both aim to tailor Web site content and recommendations to users based on profiles in order to increase sales and customer satisfaction. Engage seems to be growing more rapidly than Net Perceptions but not necessarily enough to justify the difference in price. With Engage's market cap at $1.5B and Net Perceptions' market cap at $321M, Net Perceptions does seem under-valued. Net Perceptions just reported strong growth with sales growing from $1.9M to $2.8M from the first to second quarter. Engage, being a newly public company, has not yet reported quarterly results but it had revenue of $8.9M for the nine months ending April 30 and $2.2M for the 12 months ending December 1998, leading to expectations that revenues are growing very rapidly. However, Engage is building a more diverse revenue stream which goes beyond software for relationship management in e-commerce. Engage has also developed an enormous database of more than 30 million consumer profiles and runs both an ad software management system and Web site analysis business, i/PRO. You might want to spread your risk over both companies in order to benefit from the expected growth in relationship marketing.

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