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


To: Susan G who wrote (1920)11/12/1999 7:11:00 PM
From: stock leader  Read Replies (1) | Respond to of 2908
 
every board i go to you are on it.
you definitely get around



To: Susan G who wrote (1920)11/13/1999 4:07:00 AM
From: allen menglin chen  Read Replies (1) | Respond to of 2908
 
NETP news everywhere, look for a super hot Monday! Any guess on how high NETP will close Monday?

bloomberg.com
#4 % gainer in bloomberg net stock list.

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Here is a good analysis on NETP and other B2B hot stocks from YHOO board, any comments?

If NETP can move to the middle range of list in terms of the "market cap/99 revenue ratio", roughly 150, NETP can be triple to 33*3 = 100, which again confirm WST's price target of 100. Hope we can get there in 12 months!

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A little research I just did
by: MERALYNNE 11/12/1999 11:27 pm EST
Msg: 2016 of 2023
for my own pease of mind, that I can share with the board.

I looked at stocks that are somewhat related to this sector that I could think of and took their market cap to 99 rev ratio.

In ascending order:

NETP - 53

BVSN - 65

BBSW - 84

ARBA - 140

EPNY - 170

VERT - 205

CMRC - 205

KANA - 277

PPRO - 361

I also looked at growth rates, cash and cash burn rates. All fo the above except BVSN are in the red and on average quarterly losses are about the same figure as revenues. NETP is close to the top of the list of cash available at current burn rate.

Of course I know these stocks because they are successful and had great stories to tell the street. If next week NETP can tell their story well, why wouldn't they have as high of valuation as the rest of the group