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To: steve harmon - analyst who wrote (2553)	8/25/1999 1:23:00 AM
From: stockman_scott	Read Replies (1) of 4337

Steve: I would be interested in your current thoughts on Net Perceptions and why it continues to be so undervalued -- it's trading significantly below the price where it hit the public market ($23/share). Here is something interesting that I just picked up in a Hambrecht and Quist report that was released on 8/16/99.... They felt Engage was trading at quite a rich multiple and issued a Buy rating in what seemed like quite a cautionary way. Here is a comparison that caught my attention: <<Engage is trading at 34 * projected CY00 Revenues NETP is trading at 14 * projected CY00 Revenues......Net Perceptions is the leading supplier of personalized, suggestive selling software.>> Hmmmm.....from H & Q's report it would seem that NETP may be undervalued with a capital "U" <VBG>. Oh well, I guess NETP will soon demonstrate to investors that they are worth more OR they could be bought out. Thanks in advance for your input. Best Regards, Scott

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