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

To: rupert1 who wrote (2596)	7/29/2000 11:44:08 PM
From: Carl R.	Read Replies (2) \| Respond to of 2908

I wasn't referring to the SEC filing. So far as I know, the two main sources for information on how a company did compared to estimates are Zacks and First Call. The Zacks numbers are shown on Yahoo, and they are reporting the number as -$.15. I get First Call through Schwab, and First Call is also showing -$.15. Both of these sources normally show the numbers the analysts use, and not the reported number. Thus I question whether there is a single number in use. Some analysts may be using the -$.15, others may be using -$.12. In any case the only thing that is important from here is how they do in the future. Carl

To: rupert1 who wrote (2596)	7/30/2000 2:10:48 AM
From: Smear_campaign	Read Replies (2) \| Respond to of 2908

Victor, to say that earnings were really -.12 rather than -.15 is akin to not counting the last touchdown in a football game because in one's opinion, the refs "blew the call". We had a -.15 loss and that's it. The one time charge was annoying, but it counts. I was more disappointed in revenues being in the 12 mill range, I thought they woud have done somewhat better. On one of your posts highlighting and commenting on Dain's view of the company was extremely interesting. You seemed to insinuate that much of Dain's view was a more than a tad conservative. Well then, if NETP doesn't reach most if not all of the prognostications they put forth we should all be looking at other investments. I will definitely be looking at that report and NETP's performance as a measuring stick for this company in the next few quarters. My question, and I hope to open somewhat of a debate here, is who is the most likely candidate to acquire NETP? I ask this because I really don't see them holding out long enough to be able to grow the company sufficiently to withstand competition. Not with a share price at these levels. IMHO the most likely potential acquirers are Oracle, KANA, EPNY as the top 3.