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

To: SecularBull who wrote (1293)	6/23/1999 10:08:00 PM
From: stockman_scott	Respond to of 2908

<<Patience, grasshopper.>> LoD: Have I heard this sage advice somewhere before <G> ? You're are one of the more patient investors out there.....it hasn't been a bad approach has it? Everyone wishes they were in the next Ariba....now, that's a great firm to be invested in IF you got into the IPO...of course since its up almost 300% on day 1 it's priced for perfection. We don't have that problem with NETP <G>....yet, we could use a little of Ariba's volume and momentum. Maybe Paul Allen will buy some additional NETP shares in one of his offshore accounts and drive up the price quickly -- just kidding. Actually I think the Paul Allen factor is significant....look at all the firms he is incubating (like Go to Net and Mercata). They both would be great candidates for NETP products and services. Stay tuned.....Then again I sure would rather have CMGI buy NETP instead of Alta Vista. Who knows what will happen in the long term. I still have a large position in this company and intend to hold my shares. Best Regards, Scott

To: SecularBull who wrote (1293)	6/25/1999 6:17:00 AM
From: stockman_scott	Read Replies (1) \| Respond to of 2908

LoD: The following link has some very interesting info. on NETP... ragingbull.com Large Agreements to be finalized soon! channelseven.com >>NetPerceptions announced that the technology will be integrated into NetGravity's AdServer immediately. NetGravity clients such as Business Week Online and Hollywood Online will have access to the data generated by NetPerceptions. Larsen (the VP of Marketing) said he expects agreements with other ad servers and ad networks to be finalized within a month. NetPerceptions is best known in the industry for its personalization and recommendation software, currently used by more than 80 e-commerce sites including Amazon.com. The ad targeting business is a new one for the company. Larsen expects his client roster to grow to 50 by the end of the year.<< .......................................................... Hmmm....I think there is more going on behind the scenes at NETP than most investors realize. Patience still could pay off <G>. Best Regards, Scott