To: puborectalis who wrote (1213 ) 6/16/1999 7:20:00 PM From: stockman_scott Read Replies (1) | Respond to of 2908
stephen: You are right that the BIG Internut stocks moved the most today. They currently have the support of some of the Funds and many of the analysts....Just look at how AOL, YHOO, CMGI, INKT and some of the others did today. They are all GREAT companies and they have also have had quite a run in the last year. You could almost add Doubleclick to the category as well. IMO, they came to the public market at a much better time than NETP did. There was strong demand for internet stocks and very few solutions in their area. DCLK was able to quickly move up to the multi-billion dollar market cap. arena -- this is important when you want to attract some of the larger Mutual Funds and Hedge Funds. They have a lot of money to invest. Today there may be too many dot coms out there on the market -- a lot of me toos and a lot of interest in the larger players. Now, NETP's fundamentals are still rock solid, IMO. I have not sold shares at all and am being patient. Right now my CMGI and DELL are performing much better. Yet, that could change within the next few months. Here's something interesting to consider...Remember that NETP has an alliance with AOL's Netscape group. NETP is partnered with the Netscape/Sun e-commerce alliance. NETP's technology is quite unique and is ideal for online marketing (or even call center marketing). Well, today AOL announced that they are making a BIG investment in the online marketing field....Hmmmm...It could be possible that Net Perception's recommendation engine could enhance some of their future efforts. Check this out... <<AOL Buys Into Online Marketing By Andy Wang E-Commerce Times June 16, 1999 Online marketing suddenly looks like a red-hot industry. One day after online advertising company DoubleClick (Nasdaq: DCLK) announced a $1 billion deal to purchase market research firm Abacus Direct, America Online (NYSE: AOL) grabbed a bigger piece of the online marketing pie. On Tuesday, AOL announced that it had acquired complete ownership of privately held Digital Marketing Services (DMS), which specializes in online incentive marketing programs and online custom market research. AOL had previously owned a majority stake of the company. DMS Offers Rewards, Research Services DMS is the exclusive provider of AOL's incentive program, AOL Rewards. The company was founded in 1995 by AOL and the M/A/R/C Group. In addition to AOL Rewards, DMS developed Opinion Place, a leading online research service. Opinion Place allows marketers to conduct customized research through online surveys answered by AOL subscribers. Last year, DMS conducted more than 1.5 million online interviews for companies. Now, as a wholly owned subsidiary of AOL, DMS will develop rewards and market research programs for AOL's various brands, including Compuserve, Digital City and ICQ. DMS founder Dennis Gonier will remain president of the company and will also become senior vice president in AOL's Interactive Properties Group. "By moving the AOL-DMS relationship to the next level through this acquisition, we will strengthen our position as the leading provider of online marketing programs and online research services," said Ted Leonsis, president of AOL Interactive Properties. "The AOL-DMS combination will provide a powerful alignment of resources and customized offerings for the audience and partners of each of our brands." Busy Day For AOL America Online also expanded its e-commerce presence on Tuesday with a marketing deal with online pet food and supply retailer Petopia.com, which has become an AOL anchor tenant. In addition, AOL announced that it has acquired a 10 percent stake in China.com, which publishes bilingual Web sites in Hong Kong, Taiwan and China. AOL's potential expansion into new e-commerce categories and other countries underscores the importance of its online marketing. As AOL continues to grow, DMS will likely be doing market research for a growing number of companies in a growing number of industries worldwide. >>