Net Perceptions, Inc. (NETP) Message Board

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Technology Stocks : Net Perceptions, Inc. (NETP)

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To: Walt Corey who wrote (2212)	12/16/1999 10:14:00 PM
From: HeatherN	Read Replies (2) of 2908

Walt Corey, I think that you have downplayed NETP's accomplishments....256% revenue increase Q v last year Q and 46% increase over the previous quarter. 11/15/99 NETP and Broadvision announce strategic partnership 11/16/99 NETP and Lycos launch unbiased cross-merchant product recommendation engine 11/22/99 NETP announces imbedding of it's leading recommendation engine into Vignette's Storyserver. I just see a nice base forming and some consolidation and profit taking after a 100% increase in less than 2 months. You predict a downward drift until earnings in Feb as though there will be no news, no analyst coverage etc... Early this week there was heavy block trading on upticks (495,000 in blocks compared to 624,000 total). Thompson's showed primarily institutional activity. Prior to this recent ascent, NETP had little institutional ownership. I also have traded some shares, but have kept most for long term. They offer a unique product that has been shown to increase sales significantly in a world of very slim margins in the e-tail arena. We'll see what the next several months bring... HeatherN

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