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

To: Carl R. who wrote (2516)	7/19/2000 4:42:52 PM
From: rupert1	Read Replies (1) \| Respond to of 2908

Carl: if you are going to go all traditional on me - then a company like NETP traditionally would not have come to the market so soon, and its business model would have been tested and development pre IPO. The fact is that it entered the race to raise capital on the markets, to sell its future earnigns for a high price in oroder to use inflated share values to grow through acquisition and thereby guard the competitive advantage its technology gave it. But whereas EPNY and BVSN and VIGN and others hyped their stock successfully, delineated their business model and simplifed their story so that the market could understand it, NETP failed to do that. It was a laggard long after the others took off and needed a big boost from briefing.com and harmon to start catch up with the others. It never caught up with them fell harder than they fell and has been slower to revoer. I think this relative failure is down to poor PR in the broad sense. Look at EPNY tonight. It has declared revenues of $24 million over $3 million last year a lot fo which was gained through acqusition using its inflated share values. We dont know what NETP is doing maybe $15-17 million. But EPNY has been consistently valued 6 or 7 time more than NETP from the time EPNY left NETP standing in the summer of last year. (They were contemparires at IPO). EPNy goes out and sells itself and I dont think you will hear many of its ivnestors complaining about the lack of effective PR. I dont think management has a right to keep things secret until quarterly earnigns - in fact they are obliged by law to inform the market of material developments.