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

To: rupert1 who wrote (2671)	8/12/2000 7:08:14 AM
From: rupert1	Respond to of 2908

Compare NETP share price at end of 2Q 2000 with end of 2Q 1999. 1999 Number of shares: 15,476,110 2000 Number of shares: 25,744,809 Price now: $7 = price then $11.64 Price now: $11 = price then $18.29 Price now: $15 = price then $24.95 Price now: $20 = price then $33.27

To: rupert1 who wrote (2671)	8/12/2000 8:45:43 AM
From: Carl R.	Read Replies (3) \| Respond to of 2908

I guess the proof is in the pudding. Compare a graph of the DOT index over the last several years to a graph of the biotech index from 1990. I had a link to such a comparison, but I can't seem to find it right now, though I do have a printed version sitting in front of me. The graphs are eerily identical, down to even the timing of minor corrections and the percentage changes of the moves. The interesting thing about the internet bubble is that there are really two separate bubble patterns. Projecting the future of the the DOT index based on the biotech bubble, the DOT should stay between 600 and 800 until the end of the year, and then should move to 900 or so next January before returning to 700. I don't put much stock in such a forecast, but on the other hand it is at least as likely as any other forecast I can think of. I expect that some companies with sound business plans (e.g. NETP) will continue to grow and move towards profitability, and they will do well, while others (e.g. "the cash suckers") will continue to slide into oblivion, with the net result that the index stays flat. Carl

To: rupert1 who wrote (2671)	8/13/2000 10:01:56 PM
From: Leeza Rodriguez	Read Replies (1) \| Respond to of 2908

I recently listened to the BFRE cc and management stated that they are now competing in the same space as NETP. For those of you unfamiliar with the company, BFRE is an affiliate network aggregator--matching merchants of goods and products with highly targeted web sites. In the call, BFRE management pointed out that potential customers who previously looked to the $300K NETP product were showing enormous interest in the $5K/month BFRE asp solution which allows merchants to upsell and cross-sell among the merchants and affiliates in the network. IF the products are indeed somewhat similar, I would speculate that in order to compete , NETP's software package prices are going to fall dramatically. Just thinking out loud. What does the thread think? leeza rodriguez p.s. I do not have a position in netp