Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (4792)	11/10/1999 5:17:00 PM
From: allen menglin chen	Read Replies (1) \| Respond to of 10293

Bill, I would love your research on NETP. Here's some recent comments of Steve Harmon on NETP. Message 11760702 Message 11063248 Here is a note 11/9/99 from www.thelion.com Customer management software is beginning to resemble the B2B sector... All kinds of momentum in stocks such as Allaire (ALLR), Agil Software (AGIL), ePiphany (EPNY), Accrue Software (ACRU), and Broadbase Software (BBSW). We like Net Perceptions (NETP) here as it remains undervalued relative to its peers. Long here at $22 1/4. Net Perceptions is valued at $350 million while similar competitors are valued in excess of $3 billion. ========================================================== EPNY has similar # comparing to NETP, and the market cap is 8+ x larger! With NETP's long great customer list, huge growth, relatively way undervalued in the sector, I wonder why NETP is trading so low in the past 6 months. I would love to hear your comments, Bill. Thanks. Allen

To: Bill Wexler who wrote (4792)	11/11/1999 2:37:00 AM
From: Alan Lee	Respond to of 10293

Bill - Have you looked at Pac-West Telecomm (PACW)? Recent IPO, sort of a DSL provider, or CLEC, or whatever, described as "provider of integrated communications services" in SEC filings. Rated as buy by Bear Stearns in initial coverage. Funded by SFE.