Net Perceptions, Inc. (NETP) Message Board

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Technology Stocks : Net Perceptions, Inc. (NETP)

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To: rupert1 who wrote (2899)	1/11/2001 2:28:21 PM
From: J. Conley	Read Replies (1) of 2908

I'm out on a limb here, but with some speculation cash I have been fairly aggressively buying NETP under 2. Anyone else taking a risk? The company is expected to have $96 million in cash and equivalents at end of year, approx. $3.50 per share (according to the 8-K filed on 12/28.) Price/Sales is modest since revenue is expected to be approx. $36 million for 2000. Anyone got any numbers on the cash burn? It appears that on June 30, 2000, the company had $115.5 million in cash and equivalents. Can a straight-line calculation be made? I'm speculating that the company will either be acquired; or that they will be at least to some small degree successful in their strategy selling to "click and bricks" companies, and in their reorganization. Anyone have any comment on "Downtown Associates"? It appears they bought a significant amount of shares, several million, in mid-November. The announcement re: Brylane is clearly good news and at least lends some continued viability of NETP's products. Wonder who else, if anyone, competed for the Brylane contract? siliconinvestor.com Comments welcome.

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