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

To: papazitto who wrote (2025)	11/22/1999 12:59:00 PM
From: Walt Corey	Read Replies (1) \| Respond to of 2908

Here is my take, unfortunate as it may seem. First off, one needs to divorce themselves from any emotions. Wall St is not the place for emotions. Vign went public long after Netp, Vign is somewhere around $170. It came out with a story that, for whatever reason people bought. Netp came out with a story that, for what ever reason, people didn't buy. Now we have a forthcoming CPEX standard that everyone will be involved in creating. Those in high tech, remember OMG and CORBA? However everyone remembers COM and DCOM (Microsoft's propriety, "I don't care what the committee choses, we're doing this". Standards form amonymity. Who are the players that created Unix? Who created Windows? I honestly don't see CPEX helping netp as far as market cap is concerned. The real question is: is netp worth $170 like vign or is vign worth $35 like netp. I, for one, am a whole lot more comfortable with netp at $35 than I am with vign at $170. I think vign stockholders are highly incented to sell out and take their profits now. I don't see netp going much higher short term and perhaps much lower when the NASDAQ relaxes. It's up like $65 today.

To: papazitto who wrote (2025)	11/22/1999 3:43:00 PM
From: Sofa Kingdom	Read Replies (3) \| Respond to of 2908

I'd be careful judging NETP on a short trend line alone. Its definitely on the upswing, but indications are the pump and dump crowd is into NETP. A month ago this stock was stuck at 16. Today it rocks, but is there an inclination to hold it to keep it from rolling big too? I wouldn't put expectations for a shooting star on NETP yet. Any bets on NETP dropping by Wed. as the dump begins? I think someone on this thread shared thomsoninvest.net. It shows that only a third of the investors today are institutional. I realize it's only a mechanical estimate, but it seems like a reasonable assumption considering the recent activities. Thompson shows a third retail and a third unknown. UPS for instance is like 60+% institutional. I don't know what the float is on NETP, but it looks like the stock will be on the wild ride in both directions for a while. I speculate there are a couple of big fish in this pond, but the rest are frenzy feeders. Eh, chum? Volume is up, but there is a fair amount of sell in that volume. We agree the long trend will be up, but I don't believe it will be quite as aggressively or quickly as you predict. In truth, I hope you're right. I could buy a lot of sour grapes if this stock skies. You could rub my nose in it and I wouldn't mind. There would be more comfy chairs than I would have tushies to put them in. I could live with that. -Sofa Kingdom