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Technology Stocks : Net Perceptions, Inc. (NETP)

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To: Carl R. who wrote (2828)9/28/2000 7:35:03 PM
From: J. Conley  Read Replies (1) of 2908
 
Apparently, some in the analyst community really had this one wrong. Me too.

It will be interesting to see their comments.
Unfortunately, I do not know enough about the company to even speculate on causes of the miss or what the problems might be.

Just a few weeks ago there was a report by CSFB (and others) that was very positive – on the heels of the Kmart contract and the company's presentation at CSFB - and I thought I was getting a good price in the 10's several weeks ago.

Presently, I'm glad I did not commit more funds on the recent weakness though who knows what will happen when the smoke clears.

Good luck to all.

Best regards.

If VSH, another recent purchase, pre-announces tomorrow, I will get the darts out over the weekend and try a different manner of stock picking. Well, not really. <g>
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