Beat me to it by a few minutes.
Do you think the bolded (see below) customers who've been in the news recently with their own viability (and weakness) concerns has been cause for the NETP weakness lately? NETP's decline has the same corresponding time base. Do you have any inkling what fractions of NETP revenue comes from old economy and what rfom new. Better yet, breakdown by company.
Net Perceptions, Inc. is a leading provider of realtime personalization and precision marketing software solutions for Internet and multi-channel retailers. Its software is designed to help retailers understand customers individually, optimize product assortments, prices and inventories and offer the right product to the right customer at the right price. On February 14, 2000, Net Perceptions completed its acquisition of Knowledge Discovery One (KD1); a provider of advanced data analysis solutions for multi-channel and dot.com retailers. Net Perceptions' customers include many of the world's best-known brands including: Art.com, Bertelsmann, CDNOW, Egghead.com, eToys.com, Fingerhut, Hudson's Bay Company, J.C. Penney, Procter & Gamble, Tower Records and Walgreens. Incorporated in Delaware, July 3, 1996, the company has offices in Minneapolis, San Francisco, New York, Austin, Texas, Richardson, Texas, and Berkshire, U.K. |
