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

To: Walt Corey who wrote (1598)	8/13/1999 2:05:00 PM
From: stockman_scott	Respond to of 2908

<<Once NETP shows it is generating revenues in excess of expenses it'll take off. >> Walt: I tend to agree with you BUT so far NETP has exceeded ALL the analyst expectations and still gets very little respect. Last time I checked Stamps.com, Ariba, Juniper, and Phone.com were no where near profitability <G>. They are all high potential companies and first movers (so is NETP) but look at their valuations. Some (like ARBA ) will probably be quite profitable some day. I wonder about a firm like Stamps.com -- they have new emerging competition and an unproven business model. Internet Stock prices seem to be based on future expectations and sentiment and hype and underwriter support. NETP never marketed itself effectively to all of its stakeholders. Yet, it is starting to address that. It still amazes me that iprint.com's CEO has already been on CNBC and this firm is not even public. NETP has been public for months, has over a hundred major clients, and offers a very important enabling technology for successful personalized e-commerce. Yet, NETP has not shown up on CNBC. If this company knew how to create buzz and support and market itself like those behind Ariba....it would never have sold off like it did. ARBA had Fund Managers supporting it from day 1. Granted it is in the hot B to B e-commerce area and has charter clients like Cisco and Merck. Yet, it has gone from the 20s to the 120s very quickly -- and it doesn't stay down long at all . NETP is starting to show up at investment conferences but they need to do more to help stakeholders understand the power of their technology. The underwriters could also speak up more about this company. They may have very good ratings on NETP but we don't hear from them too often <G>. NETP will rise again. Maybe just not as quickly as I would like...!! Best Regards, Scott