Net Perceptions, Inc. (NETP) Message Board

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Technology Stocks : Net Perceptions, Inc. (NETP)

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To: papazitto who wrote (2025)	11/22/1999 12:59:00 PM
From: Walt Corey	Read Replies (1) of 2908

Here is my take, unfortunate as it may seem. First off, one needs to divorce themselves from any emotions. Wall St is not the place for emotions. Vign went public long after Netp, Vign is somewhere around $170. It came out with a story that, for whatever reason people bought. Netp came out with a story that, for what ever reason, people didn't buy. Now we have a forthcoming CPEX standard that everyone will be involved in creating. Those in high tech, remember OMG and CORBA? However everyone remembers COM and DCOM (Microsoft's propriety, "I don't care what the committee choses, we're doing this". Standards form amonymity. Who are the players that created Unix? Who created Windows? I honestly don't see CPEX helping netp as far as market cap is concerned. The real question is: is netp worth $170 like vign or is vign worth $35 like netp. I, for one, am a whole lot more comfortable with netp at $35 than I am with vign at $170. I think vign stockholders are highly incented to sell out and take their profits now. I don't see netp going much higher short term and perhaps much lower when the NASDAQ relaxes. It's up like $65 today.

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