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

To: edwin mok who wrote (1149)	6/12/1999 10:49:00 PM
From: go_bucks	Respond to of 2908

Can someone shed some light on this NETP/NETG deal? Who has deployed both NETG and NETP, and most important of all, integrated their service? Common customers probably include Ticketmaster, CDNow, but I do'nt know the details. Thanks

To: edwin mok who wrote (1149)	6/14/1999 3:43:00 AM
From: ynot	Read Replies (1) \| Respond to of 2908

excellent url, there are other excellent competitors beyond Andromedia, just invisible as they are not in the official VC orbits. bvsn is a competitor in the 'big system' vs 'small specialty product' comparison, on the other hand netp could be integrated into bvsn...but imho, very unlikely as once the implementation cycle starts, i think there would be too much value to stay with bvsn for firms that must take the 'big system' approach please keep company viability and stock price separate in your mind there is so much of a premium here, imho that the two can diverge bvsn will tank in the next 45 days, imho, and i reserve my right to be wrong :))), when they realize that erp firms will not pony up the $$$ like they did at one time for SAP ORACLE Baan when bvsn tanks, netp may be influenced :))) if lpgl tanks, or when they do, they may sell some netp, maybe, but then again maybe not :))) either way watch the patterns, and again good post good luck ynot ;)