Net Perceptions, Inc. (NETP) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Net Perceptions, Inc. (NETP)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: bernieb2 who wrote (2772)	8/21/2000 5:38:13 AM
From: rupert1	Read Replies (1) of 2908

Vignette & NETP Comparisons The attached is interesting because (a) it shows that the CRM sector is coming back into favour (b) because VIGN is a major re-seller of NETP (c) it reminds us that VIGN (and EPNY and others) have coverage from big houses such as Goldman Sachs (d) it shows NETP in good light. The DOS figures for VIGN at 123 days are cited as the reason it lost value recently. BUT NETP's DOS have been on an improving trend, and if my memory serves me correctly, are now between 85-95 days. This is especially important given all the talk of NETP being vulnerable to dot-com revenues. It's DOS is comparable with sound, software products companies and shows that it has high quality customers. (Sorry about that - I lost my cut-and-paste now cannot find the article. Anyway it was a Goldman Sachs strong recommendation on Vignette pointing out that its recent weakness presented a buying opportunity. Weakness was caused by lengthening of DOS (the time it takes to collect payment from customers). The lengthening was due to a handful of big customers skewing the average.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next