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

To: rupert1 who wrote (2653)	8/9/2000 10:40:54 PM
From: Smear_campaign	Read Replies (1) \| Respond to of 2908

Vic, believe me I hope you are right in your excellent analysis. The only problem that I can see is that you make a lot of assumptions regarding share price in your last post. Returning to the 20's after Labor Day with very little coverage and an inept PR in place seems to be rather lofty to say the least. Accepting less than $50 in your scenario would indeed seem silly. Unfortunately the precipitous fall in the Naz and specifically the eCRM group has made it extremely difficult to judge how investors will react once the summer comes to an end. If one evaluates the last couple of years we should see peaked interest in a company that is a leader in its field growing at a 300% per anum clip, but we don't know. Unfortunately, at this point in time, it really may be going out on a limb to state that institutional holders after Labor Day would "expect NETP to be at least $25". You are in my estimation also completely correct in insinuating that if a return of tech interest and subsequent buying does occur and for whatever reason NETP does not fully participate, for their own survival they may be forced to sell out. This however IMHO will occur at a considerable discount to actual worth. Should be an interesting couple of months. Good luck to all

To: rupert1 who wrote (2653)	8/10/2000 9:46:56 PM
From: Carl R.	Read Replies (1) \| Respond to of 2908

"once ... CMGI type companies start recovering the bulk of their "lost" value" Whoa there, Victor. When the Biotech bubble burst in 1990 it took 8-10 years to regain the prior peak, even though most drug research is done using Biotech. It is true that some biotech stocks regained their prior high in only 3-4 years, but many others never recovered. The same will be true of internuts. Some will return to their prior highs over the next several years, but most will never approach their prior peak, and the DOT index will probably not equal its prior high for years. You make it sound like this is just a momentary pause in the internet stocks, and they will quickly return to their prior peaks, and that just isn't true. Some stocks will succeed, and I believe that this one will, and those stocks will be good investments, but even the leaders will probably take years to reach their prior peaks. Carl