Net Perceptions, Inc. (NETP) Message Board

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Technology Stocks : Net Perceptions, Inc. (NETP)

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To: Smear_campaign who wrote (2480)	7/14/2000 6:48:42 AM
From: rupert1	Read Replies (1) of 2908

smear campaign: Analysts estimate a loss of .17 cents. Analysts have been overly cosnervative in every quarter so far by 25-50%. Some sites give a whisper number of .16 and some .15. In 1Q NETP achieved .17 - ahead of expectations. It has beaten expectations in every quarter since it went public. I am confident from soundings that the company will not miss. The question is how much will it exceed. This quarter it has formally reported only 2 new customers and alluded to one other. It has signed up a number of partners. After probing, the company has said it has not released its new customer list for 2Q and it is certainly not restricted to 3. I expect it to be between 20-30 new direct customers and a substantial growth in indirect customers - through re-sellers. Although there is some confusion about the details, the company is presently on a 6 city tour to institutional investors prior to the 24th July results. This would seem to indictae confidence in the results and the desire to build on them and improve its PR with the stock market. Following the results it will be conducting a road show to brokerage houses. It is also talking to 7 potential new analysts but warns that if if they decide to cover it usually takes them 2-3 months to complete their DD. All in all, I expect a surprise of at least -15 cents but would be disappointed if it is not -13. This will require growth in revenues in excess of 50% - nearer 60%. It has managed about 50% for the last four quarters. The 2Q is seasoanlly a good quarter, but even if it were not, the market is growing very fast (see Ariba results) and NETP hired a lot of new sales staff in 4Q and 1Q who take up to 90 days to hit their stride and start producing. There will also be some economies of scale kicking in as well as interest earned on the $100 million realised from the SPO.

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