Net Perceptions, Inc. (NETP) Message Board

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Technology Stocks : Net Perceptions, Inc. (NETP)

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To: SecularBull who wrote (714)	5/22/1999 6:39:00 PM
From: stockman_scott	Read Replies (3) of 2908

***Check This Out...Bank of Boston Robertson Stephens comments Friday afternoon in their weekly Web Report. Vol. 2, Issue # 20. By Analyst Keith Benjamin.....5/21/99 -------------------------------------------------------------------------------------------------------------- <<NET PERCEPTIONS - We initiated coverage on Net Perceptions (NETP) this week with a Buy rating. Net Perceptions has developed recommendation engine software which it uses as a foundation for specific products aimed at various selling and marketing functions across multiple Web applications. Net Perceptions in essence creates a "virtual shopkeeper", that learns what products a customer likes/dislikes and makes appropriate recommendations in "real time", meaning the time taken to analyze the Web user and query the database is imperceptible to the user. We believe there is considerable upside to our remaining estimates for 1999. We believe the model is poised for fast growth and a great margin structure. Short term, we believe Q1 numbers will exceed our estimates, based on the strength of the company's core eCommerce product. Looking out a year or more, we believe rapid customer growth and new products will prove our future estimates very conservative. We believe the company can grow into and past its valuation by continuing to help merchants and advertisers reach the right audience online. We believe the only catalysts we will see for the next several quarters will be positive, and that the company's focus on such a large market opportunity will help it grow into a much larger valuation. >> ---------------------------------------------------------------------------------------------------------- I expect that the next few years could be VERY profitable for LONG TERM investors in Net Perceptions. This company is still under-appreciated but that is starting to change. IMO, NETP is in a key strategic position in the internet commerce movement. Best Regards, Scott

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