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

To: Dave Doriguzzi who wrote (2098)	11/30/1999 5:47:00 PM
From: Walt Corey	Read Replies (1) \| Respond to of 2908

Dave, no one is trying to talk anything down. NETP may hit $500 tomorrow, but I doubt it. Because the Perkins' said it doesn't make it so, regardless of what they say. There are no metrics that can value NETP (or 132 of the others) at their current prices. Greenspan has cautioned about this over and over again and he CAN make is so. I, and other, are only stating that NETP will go down. It's not if, it's when, period. That doesn't mean there isn't more money to be made on it. If ever someone might whisper to you saying it's time to liquidate your holdings in NETP, you might want to check it out. But logic that says since it's climbed from $10 to $40, it's overdue to climb to $100 is idiotic and anyone subscribing to that will lose their lunch money. It also fell from $35 to $10. Irrespective of i-nets, smart investing for this class of company says pick a target and get out once it's been met. These are not buy and hold companies, DELL, IBM, EMC etc are. Some people spend their lunch money on lottery tickets too. For all those living in bliss in their own private realities, good luck. I prefer cautious investing and when all the indicators say it's time for a major drop I pay attention, independent of what the Perkins' say. I may well reinvest in NETP, but only to ride it up, not ride it down. I already rode it down once. If you saw them on CNET, wonderful, that was not the Cliff Notes, read the book. rant rant rant.

To: Dave Doriguzzi who wrote (2098)	11/30/1999 6:06:00 PM
From: papazitto	Respond to of 2908

DD: I agree with you, NETP has very good price momentum with higher revenues, earnings growth and stock prices ahead of it. The analyst interviewed on V-Call last week said his original target for NETP DID NOT include the revenues of NETP's new personalization software and that he is going to have to do a new analysis and figure these new and additional revenues for and into his new price target (if he upgrades it). This is a real story. I urge all longs to remember that DClK was upgraded to a BUY by Merrill yesterday and DCLK has a "big" analyst meeting tomorrow, 12/01/1999. I don't know about anybody else but I believe that DCLK has to have their eyes on NETP as an acquisition target. Or maybe VIGN, EPNY, IBM or others; even if these guy don't want to acquire NETP at his time, all of the best stocks/players in NETP's playground are valued much higher than NETP. So NETP's stock price has some catching up to do!!! NETP has some serious profit gains going on and a very impressive list of insiders; such as Microsoft's Paul Allen with aprox. 11% stock ownership and virtually no insider selling going on at these supposed high prices. Quite frankly you two guys are doing your best to talk this stock down and probably because you've been left behind. If not be smart and go for the ride up with very smart money as the insiders of NETP have proven to be and are. Great profits to all LONGS!!! PS Steve Harmon believes in this company's "strong management and strong products offering", too! I'll keep my good fortune with those like Harmon and the NETP insiders, how about you?