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

To: jlivea who wrote (1421)	7/16/1999 12:09:00 AM
From: stockman_scott	Read Replies (2) \| Respond to of 2908

Here is a GREAT Summary of the NETP Conf. Call from Raging Bull...FYI... <<26 deals completed in the quarter. There was a lot of service revenue due to some e-commerce sites and brick-and-mortar companies trying to get on the web. Some of these companies names were undisclosed. There was mention of the Lycos deal, the scalability of the product, etc. Breakeven was projected as mid-2001. The Amazon deal was mentioned as well. As one of NETP first customer's (Jan 97), I am not sure what they are getting paid by them, but it is not on the recurring model, though. At the end of the call, there was some talk about the Columbia House/CDNow aquisition and Doubleclick/Net Gravity acquisition. There seemed to be positive sense that Columbia House would come to agreement with NETP. The licensing results in payment of 6 cents per user for 1 Million+ accounts (12 cents for smaller sites). Contracts are being signed on a recurring basis now as well. --------------------------------------------------------- MY Thoughts I think this last point (the per user charge) has to bode well for NETP in the future with the now becoming abundant cheap and free PC's in the future. With increasing numbers of users on the net, NETP's revenues grow by expanding their customers (e-commerce sites), and by increased web traffic. With a 23% increase in companies signed up (quarterly) and a similar 23% increase in web traffic (quarterly), NETP can increase revenues 50% quarterly (on their licensing, which I think will explode). That may push the breakeven point up even more. They need to get Amazon on this deal, though, even if it's only for 3 or 4 cents a share (some kind of volume discount) when they upgrade their software.>> ragingbull.com -------------------------------------------------------------------- Hello..!! Anyone understand how well NETP may be doing..?? The company just picked up one of the top global portals as a client. Shouldn't a Lycos announcement have been a separate one? They still have good old Amazon as a client (their poster boy). When AMZN is upgraded to the new liscensing model watch out...Still, 26 new clients in the quarter and revenues up over 180%.....Hmmm....Look at some of the highflyers (like GOTO, JNPR, EELN etc...) that have recently gone public. Are they adding more value in the digital economy? Will they hit profitability sooner? Is their technology more essential in this new world? Just wondering <G>....We have a number of recent IPOs that have skyrocketed 3-500% in under a month. Is that warranted? The market claims it is right now. I have invested in some of these other young internut stocks (like EELN) yet I firmly believe that NETP offers as much strategic value to the market place as some of the highest flyers (including ARBA). I know NETP is perceived differently than these other stocks now. Yet, I wonder what the management will do about this? I sure hope the analysts step up to the plate and comment on NETP's progress and potential. Oh well, I guess I'm just a little frustrated. Patience may pay off. Best Regards, Scott