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Technology Stocks : Net Perceptions, Inc. (NETP)

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To: Carl R. who wrote (2597)7/30/2000 7:27:25 AM
From: bernieb2  Read Replies (2) of 2908
 
Victor - Referring to the numbers of .15 or .12, this will become a guage as to how the analysis does their job. Any analysis worth a hill of beans would be using the .12 to determine profitability, cost controls, etc. as their guide. For the sake of accuracy though I understand they would use the .15 since that is actually what was reported and should be used. This is like when they say IBM has an earnings of .50 including a one time profit of .10 from ...., Unfortunately we're not IBM, so no one reads past the number reported to the asterick that follows. Perhaps they should try to include that asterick, ie...

Net Perceptions earnings was (.15) including a one-time charge-off of .03 for lease abandonment.

You know, the more you said about them NOT having to take the full write-off, the more I wonder if they really did have to take it. The two accountants I talked to did say that had to know more about the situation to be sure. It also would look really interesting if we hit something like (.07) next quarter showing a (.08) change.

I'm also considering what effect the road shows and the analysis day could have on this stock. Wonder what and how many companies are doing the same thing because they're in the same boat right now. That's where the stature of the management would be a big determining factor in who they decide to put their money with. Anyone have any thoughts on this...
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