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

To: stockman_scott who wrote (1552)	8/6/1999 3:55:00 PM
From: WallStreetTips	Read Replies (2) \| Respond to of 2908

NETP >>> Growth pace and future looks Brighter than many .coms NETP has superb growth. Its sales are soaring at tremendous pace. Its business is growing and the company is expanding globally. Actually do a comparison with the growth rate of NETP to some other .Com stocks and you will find that NETP is even better than stocks like GNET, SEEK, OMKT, EELN just to name few. Many E-tailers would be implementing NETP products now and gear up for the upcoming eChristmas. This quarter should be a blowout quarter in my opinion. At $10 something this is a real steal for investors with long term investment objective. I am accumulating very heavily at this low low price. Just my views.

To: stockman_scott who wrote (1552)	8/6/1999 4:35:00 PM
From: Walt Corey	Read Replies (2) \| Respond to of 2908

I tend to agree Scott, yet it's in the $10 range now, this is like 40% of where we bought it at. This is a major major tanking. I have no realistic option but to be patient. In my case we're talking a s**tload of shares. I am very confident as Q3 numbers get bantered about everything, well those strong companies, will rebound. But at $10/sh they are hemorrhaging badly. My fear is if they cross into the single digits they'll be written off completely, if they haven't been already. Remember, every techie and their brother are doing dotcom IPO's, it's easy to get lost in the crowd. I fear that with .coms it's really easy to become a hasbeen. People (and funds) are looking for the next Dell, if they think they've found one everyone else gets ignored.

To: stockman_scott who wrote (1552)	8/6/1999 10:09:00 PM
From: Peter Weber	Respond to of 2908

Scott: Difference between AMZN and NETP is that NETP has a product that needs to be sold to a client (a company) for big bucks and then implemented at the client for a probably even greater cost then the initial purchase price (I've been in the software business for many years). NETP can't just pop up their company logo on thousands of different web pages all over the internet to get 'eyeballs' and hopefully eventually get enough customers (internet users) to buy their product to make a profit. NETP can probably be more compared to an SAP, Peoplesoft or Siebel (different product, but similar marketing and sell cycle). It takes marketing at a different level and good references to succeed in that game. The everyday internet user doesn't care what kind of a program or system the company they're purchasing something from uses to determine their buying habits. Peter PS: I'm long only a few hundred shares of NETP. Feel it's too much of a gamble to commit serious money. But then, I feel that way about most IPO's, especially internet connected.