Bill Wexler's Dog Pound Message Board

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Non-Tech : Bill Wexler's Dog Pound

REFR 1.560

-2.5%

Nov 7 9:30 AM EST

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To: Bill Wexler who wrote (4792)	11/10/1999 5:17:00 PM
From: allen menglin chen	Read Replies (1) of 10293

Bill, I would love your research on NETP. Here's some recent comments of Steve Harmon on NETP. Message 11760702 Message 11063248 Here is a note 11/9/99 from www.thelion.com Customer management software is beginning to resemble the B2B sector... All kinds of momentum in stocks such as Allaire (ALLR), Agil Software (AGIL), ePiphany (EPNY), Accrue Software (ACRU), and Broadbase Software (BBSW). We like Net Perceptions (NETP) here as it remains undervalued relative to its peers. Long here at $22 1/4. Net Perceptions is valued at $350 million while similar competitors are valued in excess of $3 billion. ========================================================== EPNY has similar # comparing to NETP, and the market cap is 8+ x larger! With NETP's long great customer list, huge growth, relatively way undervalued in the sector, I wonder why NETP is trading so low in the past 6 months. I would love to hear your comments, Bill. Thanks. Allen

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