Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: go_bucks who wrote (1261)	6/22/1999 12:42:00 AM
From: stockman_scott	Read Replies (1) \| Respond to of 2908

<<Thanks for reminding us Susan.. now we need another Paul Allen! too bad msft bought into firefly which is kind of a competing product.. maybe if we can get IBM to take a look at us :) >> internetwiz: I think Paul Allen invested in "the right company" in NETP's marketspace. I have heard from from friends who understand net technology that Firefly's technology was WAY BEHIND NETP's when the company was bought. Microsoft has so many things going on that they aren't focussing on the personalization marketspace -- yet. My hunch is that NETP's CEO wants to continue to build alliances for distribution (currently they are partnered with great firms like IBM and Broadvision) and maintain his firm's independence. Yet, I'm sure Net Perceptions would carefully consider very credible and substantial buyout offers from firms like CMGI or IBM (or possibly even MSFT <G>)...IMO, the ideal scenario would be for Paul Allen to significantly boost his stake in our company. That would send a message to institutional investors. We would then need to add in some BIG deals / alliances with leading global net players (like AOL, Yahoo, eBay, Excite-@home, DELL etc..). I'll be patient. We still have a market cap. that is well under $500 million and a tremendous amount of untapped potential. Best Regards, Scott