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Technology Stocks : Net Perceptions, Inc. (NETP)
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To: rupert1 who wrote (2633)8/3/2000 4:07:44 PM
From: rupert1   of 2908
 
Transcript Module - Q&A 9 NETP 2Q CC

Questioner: U.S. Bancorp Piper Jaffray (Follow-up question: Nada)

Right, just a quick question guys. I'm just trying to get a sense of the traction you have versus the competition. I mean in terms of your growth rate. Do you think you are gaining share, losing share, maintaining the kind of...the same rate of growth? And what do you think is the real dynamic in the industry? Is there a kind of a slow-down, are they reassessing where they are in their software needs or are we still at the stage of buying still - buying everything and see what works and what doesn't?

Tom Donnelly, CFO: I don't think that we're losing share. I do think that there are others in the space that...whose growth rates are aided through acquisition. So sometimes you have to look behind the growth percentages to see what acquisition went effective this quarter. The dot-coms did spend a little bit more time evaluating, but I don't think that had a serious impact on our sales cycle and, you know, our pipeline remains strong. So I'm not concerned. I mean we grew on a real dollar basis greater than we have in any other quarter and we've worked quite a bit of ASP business which again isn't going to show up in the top line right out of the gun. So I think, you know, with the new ASP business and with the traction we're getting with our existing products, that we are still getting our share of the available market out there.

Thanks
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