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Technology Stocks : Net Perceptions, Inc. (NETP)
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To: Walt Corey who wrote (2056)11/27/1999 4:21:00 PM
From: Smear_campaign  Read Replies (2) of 2908
 
Walt, it was an informative discussion, I would suggest you listen to it, anything has the potential for being BS, but this is a growing industry and NETP is according to Singer the recognized leader in this (collaborative filtering technology) field. Just the importance of some of the players using NETP tech tells you this.

As far as acquisitions are concerned, he said either they would grow by making acquisitions or be acquired themselves. Nothing that brilliant in that statement though.

I listened to Singer again, he was asked what his projection for a target price was. He stated that his initial projections were for $40, and then states that both NETP and another (DLCK) had run up close to target price. He then says he "will wait for the shakeout over the next couple of weeks, and go back and revisit the numbers in light of the Vignette Broadvision deals". Sounds like he is going to raise projections. What he is referring to when he says shakeout I suppose is open to debate.
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