SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Net Perceptions, Inc. (NETP)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Walt Corey who wrote (2049)11/26/1999 3:39:00 PM
From: Smear_campaign  Read Replies (2) of 2908
 
Robertson Stephens analyst, L. Singer generally excited about NTEP. In essence he stated:

1. What NETP does, talk about Collaborative Filtering technology. Used the example that if someone calls J.Crew to purchase a blue shirt NETP's technology can make a real time decision about what kind of product sold well with that shirt. It then suggests to the consumer that second product. In Europe sales increased "in high double figures".
(Initially mentioned a 50% sales increase).

2. Licensing of software is merchant specific.

3. Vignette, and Broadvision partnership agreement important. Growth in future related to NETP's ability to integrate into other's platforms rather than a stand alone product. Growth also tied into the possibility of NETP's acquisitions or being acquired.

4. Excellent backers as well as top notch management.

5. Leaders in the Web Personalization market.

6. Target price at $40, but would wait to see if shake out occurred before a target price revision. Noted that both DCLK, and NETP were close to targets. IMO sounded as if both would be raised.

7. New product for a higher echelon customer, Knowledge Management. I believe this is the SONY and Proctor and Gamble deals people have been writing about. (actually P+G was discussed on the CC last month).
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News