Net Perceptions, Inc. (NETP) Message Board

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Technology Stocks : Net Perceptions, Inc. (NETP)

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To: rupert1 who wrote (2386)	2/6/2000 4:03:00 PM
From: Sofa Kingdom	Read Replies (1) of 2908

Victor, Thank you again. You've provided some excellent empirical evidence to refute the flat-spot theory that I floated. Nothing I like better than to hammer a negative hypothesis. Also lends credence to your hypothesis that the next point on NETP's chart will be way up. I can see how NETP sold Fingerhut on it products. Its a similar, giant catalog company in the US. They showed them the same study. With a six month payback it would have been an easy sale. On the same lines as the too-hard-to-make-work I also had concerns about NETP being too whizzy for Wall Street to understand. Thereby making it harder for them to recommend. With press like this and stellar growth numbers NETP won't have to work as hard to explain how it works. NETP will be somewhere in a company's web page helping cause a steriodal [business] performance effect. Wall Street won't really care how it does what it does, but potential customers will. It becomes a legal performance enhancing drug. The buy-in will still be a limiting factor, but NETP is targeting the bigs who have more money to make things work. What then? With the information presented here my hypothetical flat-spot in sales moves out to the point where NETP has to target smaller companies. Those who currently can't afford the buy-in (technically or financially). That's will be enough quarters away and beyond the event horizon (By then it will be clear if NETP is all that and a bag of chips). The ship will have sailed or be sinking by then. I don't know of any other clear threats. Possible hostile take-over. Major security breach by the software. What else? I'm not fishing for bad news, just following the same null-hypothesis approach. Clear away the negatives, what's left? A clear ride up. I like the thought that NETP is sitting on a 'killer app.'. Too early to tell. If all your information is spot-on it starts looking that way, doesn't it. From a technical standpoint its kind of exciting. Like an astronomer finding a new star. Time will tell. From your view is the GUS study reliable? Impartial and empirical? Hate to alter my views and investment strategy based on a juiced or truncated study. Impressed with your due dilegence to date. You've quashed my down-side hypothesis with well stated data. Nicely done. I hope NETP is as skillful at their business as you are at analyzing them. I know I'm better for the discussion. Lets see if I can return the favor. NETP is having a technical recruiting open house Feb. 22. I'm a technical. I may attend. If they are a good investment they may be a good place to work too. The scouting expedition could be enlightening in more ways than one. Climb inside. See what I can see. I'll make a few calls and find out what's up. -Sofa Kingdom

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