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Technology Stocks : Net Perceptions, Inc. (NETP)

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To: Daskin who wrote (728)5/24/1999 11:02:00 AM
From: stockman_scott  Read Replies (2) of 2908
 
<<Will pick up more>>....

Daskin: That's what I'm considering right now. NETP is on sale. I may add to my holdings one final time today. The internet sector is under pressure now -- of course this is great if you are a buyer. It is interesting that Doubleclick has sold off as much as we have (even in the face of big e-commerce news). IMO, in the next few years NETP has MUCH more upside than an outstanding firm like Doubleclick. Compare the valuations.

Lets hope that Net Perceptions comes through for us with some new contracts or alliances. I can afford to be patient though. When the RIGHT CATALYST comes along, this stock could take off like a rocketship. I really like the company's market position, growth prospects and their management team.

Good Luck Investing.

Best Regards,

Scott

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