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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 (523)11/10/1999 12:19:00 PM
From: Denise D  Read Replies (2) | Respond to of 1252
 
CC,

Well, you've certainly well articulated the explosive potential of this Company. Thank you!

It appears as if the market is finally starting to understand also, the stock has moved up .60½ since the latest NR came out, with very strong support at $3.00. (Remember, in TA resistance becomes support.)

It is apparent to me that Net Shepherd has no problems at all. How can they possibly attract the talent that they have as of late? This goes back as far as, and includes, the hiring of Peter Hunt. It is ridiculous to conject that Peter may have been a fluke when there is the likes of Mike Morrison (et al from that PR) and David Herman standing alongside!

I'd like to add that I've been accumulating Net Shepherd since February, and I've been pleased with the management of the Company. They've not yet promised anything that they hadn't been able to deliver. Net Shepherd has been steadfast in doing things right. I can only have the highest esteem for a company that does not yield to public outcries of news by pumping out trifling bits of information, or jeopardizes a deal by allowing information to leak out. A smart investor can put the pieces together and see the potential (as CC so well summarized). No one wants to be disappointed, and investor reaction can be downright cruel if there's any delay in -- or exaggeration of -- expected news.

I know that Net Shepherd has been extremely tight-lipped (in fact, the information pipeline is so narrow, it's like trying to coax an ice cube through a straw). That being said, CC's post about his conversation with Peter Hunt has that much more weight. For Peter to say something like that...well, it leads me to feel they are very close to being done.

Be patient. What I do believe about the events of late (or lack thereof, as it appears from the sidelines) is that their plans have continually evolved into something bigger, with more parties stepping into the ring.

I will conclude by saying that my confidence is high for the medium- to long-term, and I intend on staying in for tremendous and ongoing share appreciation.

Denise.

PS. Bruce, what I wrote to you via PM was just too good to not share with the rest :)



To: Crazy Canuck who wrote (523)11/10/1999 2:01:00 PM
From: Boolish  Respond to of 1252
 
Three Businesses (or more) for the Price of One?

It sounds like some sort of Walmart sale...lol. Maybe we could start some kind of stock promotion targeted at the elderly...I mean who could resist.

All joking aside things are getting exciting again and I personally added to my position this morning. This jet has just finished taxying and you can just feel were getting close. Just when it seems like the bricks and mortars are complete they go and make the pot even sweeter. :)

Thanks for the "get your blood pumping" post CC.



To: Crazy Canuck who wrote (523)11/10/1999 7:28:00 PM
From: WhatsUpWithThat  Read Replies (1) | Respond to of 1252
 
It may be surprising for some shareholders of Net Shepherd (WEB:ASE) to know that we are in fact holding an interest in three companies for the price of one. Yes, we bought shares only in Net Shepherd. However, during this past year, NSI has created significantly greater value for our initial investment.

Indeed when i first got involved with NSI it was remaking itself from a network services (for example, they were a high-end Exchange consultant) company into a company built around this Web-based collaborative product. Looked to me like they'd be developing and selling the product.

Not a bad business to be in, but as any company will tell you, the real money is made in selling knowledge. Sell your experience (consulting and outsourcing) or sell the actual information and analysis and you'll outstrip what you could make simply selling the software itself.

And that seems to be what NSI is doing (times three, which is even more encouraging: their vision isn't confined to just one market segment). Maybe all that time as a high-margin IT consulting firm helped them understand this often over-looked concept, that knowledge/information is more valuable than just code.

Seriously, every time I look these guys are doing, as Denise says, the right thing: build a business - and make sure it's done right - rather than build a stock price. The stock price will follow, and will do much more than any efforts to hype/over-promote the stock too early.

WUWT