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 (2598)	7/30/2000 5:52:31 AM
From: rupert1	Read Replies (1) of 2908

smear campaign: In response to your request for a debate on a takover candidate for NETP: I have used up my time ration for posting today but here is a quick response. There are a number of companies in CRM who might qualify. Steve Harmon started last year by suggesting DCLK, he graduated to KANA and a couple of others he even mentioned IBM and his last suggestion was CMGI. The strongest rumour has been ORCL - given Larry Ellison's personal nomination of NETP for the Smithsonian prize (it did not win but was in the last 6 out of about 400 entries). And the fact that he included NETP as one of the founding partners of his new e-commerce portal product line. I could make strong cases for MSFT, IBM, SAP, i2. There are any number of smaller companies in CRM who might fancy it. "Intentional Reality" has done a good analysis on RB. But I think his yen is to look for friendly mergers rather than buy outs. Instead of a buy out there could be a large equity investment and strategic relationship with a big company.

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