This is what DSteve Harmon said today in his CNBC mailbag:
MONEY TALK
Oct 29 1999 10:42AM ET
"The Dow Jones Industrials is a great indicator but for technology it's about as meaningful as sniffing sea salt to get a taste for sailing."
-- Steve Harmon, CEO at e-harmon.com on the addition of Microsoft and Intel to the Dow.
As one of the most widely-read Internet analysts on the Web, Steve Harmon looks at the sector with a different twist than other analysts. Each Tuesday and Friday, Steve digs into his e-mail bag to take your questions on companies and trends making waves in the sector. Check out this Money Talk exclusive!
In today's Q&A - Oct. 29, 1999 Harmon Archive
Net Perceptions (NETP)
Excite@Home (ATHM)
Netro (NTRO)
Ariba (ARBA)
Copper Mountain (CMTN)
FedEx (FDX)
Netscout (NTCT)
E*Trade (EGRP)
Microsoft (MSFT)
Intel (INTC)
Oct. 26 - FDX, PSIX, YHOO, INTU
Oct. 22 - WCG, IFMX, PHCM, PRGY
Oct. 15 - LU, AOL, VERT, SUNW
Oct. 12 - NXTL, LIOX, ORCL, MFNX
Oct. 8 - WCOM, COVD, RFMD, AOL
Oct. 5 - AMZN, SCH, AWRE, BRCD
Oct. 1 - PVTL, FDRY, DELL, T
Money Talk: Net Perceptions is the leader in personalization for websites, call centers, and now knowledge management products. Similar companies are valued at $2-$3 billion and NETP is hovering around $350-400 million. Why the disparity? NETP has better revenue flow and more customers than its rivals. When do you see NETP approaching these higher levels, if at all?
Harmon: I believe Net Perceptions {NETP} is in a "building awareness" phase right now. One of the key ingredients that I see it needing is more partners telling the world about what Net Perceptions has done for them. I like the company and think a lack of understanding causes the stock to sit there.
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