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 (2673)	8/12/2000 9:20:02 AM
From: rupert1	Read Replies (3) of 2908

Carl: I don't know what the composition of the DOT is - I suspect it is heavily weighted by B2C dot-coms. NETP is not a dot.com and it is not restricted to B2C. We probably agree on the bottom line about NETP being sound and growing, but disagree on the how the market will value it on the way. I would be interested in your observations on post #2672. On the surface, you and I, and most of us, had to pay a lot more to own a share in 1999 than we would have today. As your post on the DOT index demonstrates, statistics can lie <g>. I am not sure why there were only 15 million shares in 2Q 1999 (I got the figure from the Form 10). I know about the 2.24 KD1, and the 2 million SPO shares and there were some others for employee compensation. But this brings it down to about 22 million. Also although the extra shares have diluted the value per share, in exchange we got KD1s revenues and assets and the SPO $110 million in cash. Both of these assets should increase the rate of growth and, ultimately, earnings per share. So I suppose it comes back to valuing NETP on rate of growth in revenues and future earnings.

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