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Technology Stocks : Dell Technologies Inc.
DELL 129.24+0.7%Dec 26 9:30 AM EST

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To: edamo who wrote (124170)5/12/1999 5:00:00 PM
From: stockman_scott  Read Replies (2) of 176387
 
~ OT ~ NETP....<< what's a good entry?>>

edamo: I have been familiar with NETP for over a year. I have met the CEO and VP of Marketing and they are first rate. Management is key when you are investing in a young internet company. NETP has a number of great characteristics.....huge market share, a FAST growth business, and dedicated stock owning management.

NETP offers cutting edge collaborative filtering software. It enhances the performance of leading e-commerce websites -- helps boost sales and increase customer loyalty. NETP is also developing versions of their software for the call center market and the knowledge management market. IMO, this stock is still undervalued. I have bought shares from $20 on up to $26 1/4 this afternoon. I feel that any price in the 20s will look good a few weeks from now. Within 7-10 days we should see NETP gain coverage from a number Wall Street firms. Combine that with any new contract announcements and you have fuel for a run. NETP hasn't had the run that many high potential internut stocks have had. Yet, IMO that run will come. In fact this afternoon I bought NETP on margin (used DELL as collateral)...This is THE ONLY net stock I have bought on margin in 1999. In fact the only other stock I currently have on margin is DELL.

My near term target for NETP is the low 30s. I feel that the it COULD run to $60 and beyond by the end of 1999. This is just my opinion. Please go to netperceptions.com for more info. Also check out the NETP thread.

If you are interested in the stock, I would not wait too much longer to board the train...The trend can be your friend.

Best Regards,

Scott
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