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Technology Stocks : Net Perceptions, Inc. (NETP) -- Ignore unavailable to you. Want to Upgrade?

To: Daskin who wrote (1063)	6/7/1999 4:56:00 PM
From: Tom Hua	Respond to of 2908

Daskin, nice bounce, but we need volume to bring this baby to the 20s. Regards, Tom

To: Daskin who wrote (1063)	6/7/1999 6:42:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 2908

Daskin: This is the first day in A LONG TIME when NETP performed better than BVSN, DCLK and INKT...Hmmm lets hope this is a sign of things to come....IMO, NETP is still VERY undervalued compared to many of the net stocks. Broadvision, Doubleclick and Inktomi are all great companies and are helping to enable the e-commerce movement. Yet, they all have doubled MANY times in the last 12 months. NETP is a pioneer in its space and could soon start to get the recognition it deserves. We need a few more days like today and then we'll start to get back to where the price is more reasonable <GG>!! I'm investing in NETP for the LONG RUN and feel very comfortable having it as my largest position. The UPSIDE is amazing IMO. Patience will pay off. Best Regards, Scott

To: Daskin who wrote (1063)	6/8/1999 2:52:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 2908

IMHO, these comments made last Friday are very valid: Here is what Keith Benjamin of BancBoston Robertson Stephens had to say about Net Perceptions... <<NET PERCEPTIONS - NETP 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. NETP in essence creates a “virtual shopkeeper”, that learns what products a customer likes/dislikes and makes appropriate recommendations in real time. We believe Q1 will again demonstrate the strength of the company's core eCommerce product. Looking forward, this appears to be an inherently profitable model, with rapid customer growth and new products potentially enabling the company to significantly exceed our estimates. We believe the company is defining this new function with no clear competition. As an indication of its emergence as the standard, NETP recently announced a partnership with NetGravity to integrate its recommendation technology with NetGravity's advertising serving software for customers in common. We believe NETPs' technology can be applied to other services, providing a base for expansion. We believe the company's opportunity has not yet been reflected in the stock price.>>