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Technology Stocks : Net Perceptions, Inc. (NETP)
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To: rupert1 who wrote (2691)8/16/2000 10:25:48 AM
From: Leeza Rodriguez  Read Replies (1) of 2908
 
Victor,
Thanks for taking the time to expand on the details of the NETP product offerings and clarifying that NETP services multiple distribution channels.

It would make sense that BFRE management was referring to NETP's new ASP product with similar pricing , but on the call I heard BFRE management made the comparison to the NETP enterprise software solution. This dialogue transpired when one of the analysts asked 'who else they are were seeing in the space'. BFRE said that with their new ASP solution, they were in a different ball game than Cj.com or Linkshare, and really entering the NETP space. Then they went on to make the price comparison of BFRE with the NETP enterprise software solution. Not making this up, promise.

Is it possible that for pure e-tailers, BFRE's new ASP solution (upselling and crossselling of merchants in the network) can match the NETP software enterprise solution?
Inquiring minds want to know :-)

On the margins, I agree totally that the ASP solution has g-r-r-e-a-t margins. BFRE estimates 90% company wide margins.

At the moment , both stocks seem to be severly wounded. Actually BFRE is on a respirator. However, I maintain that in the future these are both going to be very profitable biz models. Like an autopilot cash cow.

leeza
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