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Technology Stocks : Net Perceptions, Inc. (NETP)

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To: MD Bryant who wrote (2114)11/30/1999 11:26:00 PM
From: Walt Corey  Read Replies (1) of 2908
 
MD, I used to think and act as you do but I learned from my mistakes and now I am about to retire. And I think now is a more than excellent time to stop the Walt bashing. And as far as DELL goes, Dell is reinventing the company and I think it's a good bet to hang on to as opposed to pay the cap gains on 2 1/2 yrs of appreciation there. If anything should happen Dell may fall a few points, netp may be back in the teens. No, Dell won't probably be splitting every 6 months like it has been but it's not apt to crater either. I'd give it 20-30% growth a yr. It's the relatively stable part of my portfolio.
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