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

To: rupert1 who wrote (2812)	9/2/2000 11:35:11 PM
From: Vocco_the_punk	Read Replies (1) \| Respond to of 2908

You're dreaming again...find someone that likes you and stay off the msg boards. Oh, sorry; forgot that is impossible...the msg boards are your only outlet.

To: rupert1 who wrote (2812)	9/5/2000 9:47:43 AM
From: rupert1	Read Replies (1) \| Respond to of 2908

The "sizzle" of today's BVSN announcement of a wireless strategy for B2B in Japan has boosted its share price and will help the sector. But in absolute revenue terms, it probably means less than NETP's win of the K-Mart account. When you look at it in relative terms it is even less significant given the large size of BVSN existing revenues. The BVSN announcement is about future possibilities. But NETP is not harmed by it. Firstly, BVSN is a re-seller of NETP. Secondly, I doubt very much that the wireless infrastructre companies hosting BVSN will restrict themselves to a single content provider. Thirdly, the initiative is mainly in the area of B2B. Fourthly, NETP has already pioneered wireless applications with its MGM account (notice in today's K-Mart release NETP refers to its wireless applications). Fourthly, NETP's Knowledge Management solutions will offer to wireless carriers something that BVSN cannot offer and I would think KM would be very relevant to mobile phones and laptops etc. For example, 16,000 of Proctor & Gamble's engineers are plugged into NETP's KM. Fifthly, I would expect that NETP will be announcing its own wireless initiative within the next 3-6 months especially when it completes its Personalization Network (ASP) offerings with the new Personalization Manager to be introduced in 4Q.