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Technology Stocks : Net Perceptions, Inc. (NETP)
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To: John Liu who wrote (2544)7/25/2000 12:26:10 AM
From: Carl R.   of 2908
 
My other comment is that their sales expense in relation to sales is normal, but their R&D is unusually high for a software company; at 39% of sales it is about 3 times the industry norm. That is surprising, but it does show two things. First of all, they expect to grow 3 times larger in the not too distant future, and second of all, they want to use their cash hoard to aggressively attempt to capture market share by having the best products.

I am satisfied with this report, and will continue to hold. Good luck,

Carl
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