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

To: Daskin who wrote (1097)	6/9/1999 4:45:00 PM
From: stockman_scott	Read Replies (2) \| Respond to of 2908

<< just curious how many NETP shares you have, looks like you are fully loaded. I like NETP too, but don't you think it is too early to consolidate? Especially in this sector, I think the risk is still very high.>> Daskin: I have well over 5000 shares of NETP. It is now about 80% of my total holdings. I have the remainder invested in CMGI and DELL. I appreciate your concerns about my diversification. Yet, I am going with my Gut Feelings and have decided to focus my investing on my best prospects. We are now at my average purchase price for my NETP shares and I expect great things from NETP in the next 18-24 months. Remember, we are still slightly below the price where NETP hit the public market. I have done careful DD on this company and have met some of the management team. I have faith in NETP's ability to execute. Best Regards, Scott

To: Daskin who wrote (1097)	6/10/1999 10:34:00 AM
From: ynot	Respond to of 2908

best post i've seen for a while, (my) sector flags are all red to me that means MM's want to scoop some more shares for early tomorrow P&D or next week just remember, there are four sets of sharks in the pool NetP founders/employees/partners,VC's, MM's, investors Steve Harmon (ZD orbit) and the other institutional VC support mechanisms have been pumping the last couple of days fund managers are almost all out and need VC/MM support to dump some more, VC's are starting to sweat because if they dump they lose the next IPO deal, MM's are smiling all the way to the bank if the late fill the other day meant anything investors, i won't comment as i have no position in NETP, LPGL good luck, and all of this is imho ynot :)