Net Perceptions, Inc. (NETP) Message Board

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Technology Stocks : Net Perceptions, Inc. (NETP)

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To: Carl R. who wrote (2549)	7/25/2000 7:55:09 AM
From: rupert1	Read Replies (2) of 2908

Carl: The prima facie winning numbers are: Loss: -0.15 cents Revs: -$12.4 million Cust: 22 However, there is a motion on RB to the effect that the Loss should be declared as 0.12 cents. Your logic about the RD is so consistent with the "Omne NETP est bonum" premise. If NETP is spending three times the norm on RD that means it expects to grow three times as large! And you say you are suspicious of hype! Apart from the debatng point, I like that NETP is spending on RD. Although it is expensive it could be cheaper to make new products than to buy them by acquiring companies. It could also be better if the new products protect and improve the technological lead that NETP has. The risk is the DELL/COMPAQ syndrome. The former spends very little on RD and feeds off the research of the latter. The former grows market share quicker than the latter and does better in the stock makret.

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