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

To: rupert1 who wrote (2577)	7/29/2000 7:22:25 AM
From: rupert1	Read Replies (1) \| Respond to of 2908

But this does not explain why NETP did not take off as soon as or go as high as CMGI in the first place. I have got into bad habits on RB - I will go back to using the 15 mins correction window after posting on SI. The above statement is not correct. NETP started its climb about the same time as CMGI and actually exceeded its rate of share price growth for a time. In making my remarks I was relying on memory rather than the chart. CMGI is a much larger company than NETP. The absolute dollar value of its growth was very large, and its rate of growth was also very impressive for such a large cap company. In context, NETP ought to have grown faster, on a percentage basis, because it was coming from such a smaller base and was in a sector which was experiencing hyper-growth. The main observation is intact. Compared with its sector, NETP started later, did not go as high and when it fell, did not bounce as convincingly.

To: rupert1 who wrote (2577)	7/29/2000 5:25:55 PM
From: Carl R.	Respond to of 2908

Finally, this is only a one year comparison. It might be that in 2, 3 or 5 years, the tortoise will beat the hare. As the market gets to understand the differences between dot.coms, B2C, B2B, infrastructure stocks, companies that are tied to specific platforms and those that our agnostic arms dealers, as well as those which have products protected by patents, and as NETP achieves profitability - possibly ahead of some of the comparative companies - then it could be that it will remorselessly overtake them in valuation. I thought I'd repost that very important thought. At the current price even I would agree that NETP is undervalued. From here my projected EOY price of 20-25 is a double, and I think it could double again next year. Carl