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Technology Stocks : Net Perceptions, Inc. (NETP)
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To: bernieb2 who wrote (2603)7/30/2000 2:21:39 PM
From: rupert1  Read Replies (1) of 2908
 
bernie: 3Q results based on 2Q at -0.12 cents. You raised this issue. One month of 3Q has already passed, so the tone of the meeting with analysts on 17th August and the later road show (if done) should betray whether everything is on course. I was concerned that general softness in software sales would hold things up in any 3Q. So I checked back at last 3Q.

In 1999, 3Q revenues were up 46% on 2Q and numbers of new customers was 25. I would be more than happy if this applied again.

The average selling price was $100,000 then as opposed to $340,000 now.

Then the customer list at 3Q was 138 as against 213 now. (But if we get 25 in 3Q we should be almost exactly 100 more than 3Q last year). So we have a larger scope for sales to existing customers.

Then the number of products was about 4. Now it is 7 software products and 4 ASP products.

Then sales staff was about half what it is now and consulting staff were much fewer. We had no up and running sales office in the UK and the Asian operation had not been formed.

Then the market was smaller than it is now - and fewer bricks and mortar retailers were going online.

If we start with -0.12 cents as the true figure for 2Q, then growth in revenues and improvements in cost-ratios should be better. If it was as easy as looking at the past and then projecting in a straight line, then we could say that results should be about -0.8 cents. This would set up a challenge to NETP to get to break-even or profit in the 4Q which ought to be high revenue quarter.
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