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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: nick stalin who wrote (53995)	12/30/1999 11:54:00 AM
From: Saulamanca	Read Replies (1) \| Respond to of 108040

Net Perceptions (NETP) 30 5/8 +1 1/8: Being left behind in the rush to own everything B2B is Net Perceptions (NETP)... After spiking higher in November, the stock has retreated nearly 25%... But as we are seeing with Intraware (ITRA 85 +16 3/16), which has nearly doubled in the past two days - and is now up 124% since being profiled on this page by Briefing.com on 11/11, all it takes for a stock in this area to get hot is for one or more Wall Street analysts to pound the table on its behalf... Given NETP's incredible growth it shouldn't be much longer before stock starts coming to the attention of the street as an "undervalued" B2B play... Last quarter, NETP posted year/year and sequential revenue growth rates of 256% and 46%, respectively... In addition, company made major inroads into building out its client base... NETP also introduced several new products... As Briefing.com noted in its recent Stock Brief on the B2B - CRM Marketing/Email group, the key to NETP's long-term prospects is to successfully expand its offerings in the marketing and knowledge areas... If successful, and early signals are encouraging, company will command much richer multiples... At present, stock trades at roughly 62x trailing twelve month sales, while others in its group such as Broadbase Software (BBSW 101 1/2) and E.piphany (EPNY 218 1/4) trade at 270x and 500x TTM sales, respectively... Briefing.com's initial target is 50. - RW briefing.com