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Gold/Mining/Energy : Net Shepherd Inc. (WEB) on ASE -- Ignore unavailable to you. Want to Upgrade?

To: Crazy Canuck who wrote (369)	9/1/1999 10:14:00 PM
From: Mike Perras	Respond to of 1252

Hey CC: How often have we read 'who's going to be the next Microsoft or Dell?' we are all willing to chase a stock that we think is the next great monster. A company could easily sit down with NSI & ask it to do the research and through that data spit out the next Microsoft/Dell model. Think of that power, with NSI's help you could gather all the needed data to actually create a blueprint based on existing successful models. Not reinventing the wheel at all, just gather data as it exists and then execute the plan .. a few smart cookies will take that NSI research power and create great wealth for themselves because they took the time to collect quality information. You get the picture by now that NSI is sitting on a very powerful idea . The investors that are in already have a sense of it and have IMO invested a true gem. FWIW, the current stock level looks like a steal to me, as many of us invested at 3.70 and 4.25 & higher and we still see a great upside to Net Shepherd. Net Shepherd will attract many large companies, as they know first hand the savings NSI will offer and the overall effectiveness of quality data, collected in short order. CC, I agree, NSI looks poised to move ahead sooner than later. Mike

To: Crazy Canuck who wrote (369)	9/1/1999 10:40:00 PM
From: Boolish	Respond to of 1252

Officialy this company has finished (for now) the research and development section of their strategy...from here we move into marketing...an exciting time to be an investor. One question that came to mind for me was just how financially efficient will the service be. I mean could the small guys afford to take advantage of such a format? If it turns out that the service is cheaper than the old school method of sending individuals out into the field than watch out!!! Remember on one hand there is no transportation costs, no meal allowances..etc...but on the other hand NSI will pay those costs (as a result of the TASK FORCE) which will obviously be transferred to the customer. So clearly the old method would be less costly. The one variable that needs to be considered then is TIME. Just like in CC's story about his bum summer task...would it be more worthwhile to pay Net Shepherd to collect the information or pay CC to do it. TIME is of the essence. Although Net Shepherd may be a little more costly (which I'm still not sure of)...it may be crucial in a business environment where the competition is always trying to stay one step ahead. In other avenues (Small Fry Central) will it be economically feasible to use the service. Like where would be the ideal location for the next major theme park...or do kids in Hong Kong prefer jeans of khakis? Am rambling tonight...LOL

To: Crazy Canuck who wrote (369)	9/1/1999 11:00:00 PM
From: Barry K	Read Replies (3) \| Respond to of 1252

Hi CC, Well, I thought I'd add a few comments to the already fine discussion that is going on regarding Net Shepherd. After visiting the company last month and meeting with the Senior Management team, having follow-up conference calls with them, and now hearing what they had to say during their first Investor Forum, I can say that I'm excited, real excited. I have made 6 purchases of NSI since last May. After these meetings I'm convinced that now is the right time to add to my position. I encourage anyone that did not hear the conference call to visit the NSI web site netshepherd.com where there is a link to a replay of the conference call. If you have questions, call Peter Hunt , Vice President Corporate Affairs. Peter has been very willing to answer our questions. His phone number is 403-218-8917. I was interested in the answers to the questions that were asked, such as; NSI said that they are on schedule to have NSI trading on NASDAQ, by their next AGM which will be in May. Or, they could possibly be on NASDAQ by the end of 1999 if they merge with a company that is already listed. They offered three scenarios to achieve their objective. 1. File for their own listing. 2. Be acquired by another company that is already trading on NASDAQ (they stated that they have already been approach by 3 companies) 3. NSI could acquire a privately held company, to increase it's position, therefore more easily meeting any requirements. They are actively looking at each of these, trying to make the choice that is best for the company, and ultimately the shareholders. With regards to Answers.com, they stated that they are just now opening offices in Pasadena, CA, and that they have successfully recruited some really talented senior people to manage this part of the business. The Answers.com IPO is expected to be completed by the 2nd quarter of next year. They are considering opening more offices in the States, most likely in the Silicon Alley area of New York, or some other hot Silicon areas. I was also interested to hear that they have 12 revenue projects currently in the funnel. They cannot release further information about the projects at this time due to agreements with the companies that they are doing the work for. I expect to see some really good news here after they move into full production of their technology in the next few weeks. This management team has, in my opinion, developed a very good strategy and business plan. They are executing their plan like clockwork. And best of all, they have shared their commitments with the shareholders. This is refreshing, as many of us know, no news or hype is not good. With NSI there is alot of good news being shared, and there is no hype. Well, these are just a few of my thoughts. I'd be interested in hearing from some of the other investors. Regards, Barry