Net Perceptions, Inc. (NETP) Message Board

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Technology Stocks : Net Perceptions, Inc. (NETP)

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To: rupert1 who wrote (2474)	7/10/2000 5:24:42 PM
From: rupert1	Read Replies (1) of 2908

The selling in the sector is overdone. Recovery will start for the e-commerce enablers soon (and NETP is increasingly more than an e-commerce enabler - its Knowledge Management products are its new empahsis and this takes it quite far from e-commerce, in a narrow, sense). Within e-commerce, NETP is superior to a good half of the stocks there becaause of its rate of growth (50% sequential for the last 4 quarters), its customer base (the largest in its niche) the relative neareness of its profitability (analysts say 3Q 2001 but it looks more like 1Q), its cash cushion of over $100 million (and its burn rate until it goes profitable is on a decreasing scale of only about $1 million a month) its superior technology (won several prizes and recently personally endorsed by Larry Ellison of Oracle, for the finals of the Smithsonian prize). Nonetheless, its PR has been deficient and it is not as well-known as it should be. The company is poor at explaining its business model or its positioning relative to other business software or CRM or eCRM or Knowledge Management companies. Consequently it has only 7 analysts covering it and only three of them are reasonably influential - but they are all underwriters so suspect. The company has been citicised by investors for its PR and has responded to posters on RB that it is mounting a major PR offensive. The CFO will tour analysts in six cities after the CC. 7 new analysts are discussing coverage. There is to be raod show to brokerage houses in August/September. The company has recently attended two or three investor conferences and taled to institutional investors - the response has been very positive and institutions have indicated an interest - but are waiting for the end of the correction and the beginning of the recovery. That is why PR has been targeted for end of July/August. Meanwhile 77 institutions own 37% Even in this quarter when the crash in price caused heavy selling, there is net buying over selling among institutions.

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