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

To: bernieb2 who wrote (2834)	9/28/2000 10:18:52 PM
From: Smear_campaign	Read Replies (1) \| Respond to of 2908

bernie, the thing that gets me is that Snyder mentioned something about revisiting their model, doesn't sound like a booking to me. Aren't you glad your 401k money got delayed?

To: bernieb2 who wrote (2834)	9/28/2000 10:22:36 PM
From: Smear_campaign	Read Replies (1) \| Respond to of 2908

Bernie, the thing that gets me is that Snyder mentioned something about revisiting their model, doesn't sound like a simple delayed booking to me. Not that they would do it but the geniuses at NETP should consider taking some of the SPO money to buyback some shares at these prices. Aren't you glad your 401k money got delayed?

To: bernieb2 who wrote (2834)	9/29/2000 10:59:14 AM
From: J. Conley	Read Replies (1) \| Respond to of 2908

Bernie, I need to correct an error in my earlier post. I should have said Chase H&Q, instead of CSFB. BTW, that Chase report was on 9/6, a day or so after Kmart. At that time, Chase indicated they believed Q3 was tracking well, and they expected the company to beat estimates as they had in the previous 6 consecutive quarters. They also quite favorably wrote about new products to soon be introduced. Matthew Davies was the author. I agree with everyone that the company needs to better explain the miss, as there seems to be a considerable discrepancy somewhere. Chase indicated net cash of $4.49 per share in the 9/6 report. Have a good weekend.