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

To: rupert1 who wrote (2465)	5/12/2000 2:49:00 AM
From: rupert1	Read Replies (4) \| Respond to of 2908

NETP at the H&Q conference. The following report was submitted on Raging Bull by a poster who attended the NETP presentation at the H & Q conference. Given that MSFT was presenting at the same time the attendance of about 75 was good. __________________ By: Wildman60s Reply To: 8527 by bernieb Thursday, 11 May 2000 at 9:08 PM EDT Post # of 8538 H&Q impressions. About 75 people sat in on the 30 minute presentation. This was simply a description of what NETP does. Nothing earth shattering here. Q&A after only reinforced my impression that this is a very good company with excellent products that allow retailers to improve sales and profitability. Look forward to significant future announcements. Anticipate profitability to be brought forward based on market conditions dictating management to do so. The only apparent surprise to participants (they seems to perk up a little) was the hosting being done in Dallas by the KD1 part of the company. JPM deal was bigger than most of us realize and expect more to follow. The KD1 acquisition seems to have really jump started this company. Analyst seem to be targeting revenues of 11.5MM this Q but I (personal opinion) will be expecting close to 14. Only comparisons worth a hoot were with EPNY and BVSN. Both are so far behind NETP in technology but so far ahead in market cap that I tend to cry. This is a long term commitment. I hope I can play ostrich for about 6-12 months. I know we will be all tempted to sell way to early and regret that we did. Lord give us all the patience (patients) to fulfill our dreams as we are but infants not even knowing how to walk yet. Patience and I think we will be rewarded sometime in this millenium. PR is so hard to get approved by the other side of the deal. The big ones are not as urgent as us little guys. Wildman