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Technology Stocks : Net Perceptions, Inc. (NETP)

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To: Walt Corey who wrote (2032)11/22/1999 3:50:00 PM
From: allen menglin chen   of 2908
 
I don't think NETP is P&D. People were too exited to jump in w/ all deals w/ IBM etc last week. Weak hands were shaken out last week in the low volume down turns.

W/ new deals, NETP is a much stronger company comparing to last month. Comparing to EPNY, NETP is tooooo cheap. I'm long, in fact, very long in NETP, but w/o margin, so I won't be shaken out if market corrects.
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