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Technology Stocks : BEST INTERNET STOCKS TO OWN IN 1999 -- Ignore unavailable to you. Want to Upgrade?

To: SOROS who wrote (361)	4/24/1999 2:17:00 AM
From: puborectalis	Respond to of 471

Hot IPO today will fly next week as the word gets out......Overview Corporate Profile Net Perceptions is a leading provider of real-time relationship marketing solutions that enable Internet retailers to market to customers on a personalized, one-to-one basis. With our software solutions, a retailer learns from each customer interaction and, based on the information received, adjusts marketing messages and product offerings to that customer in real time. We believe that retailers that implement our solutions can attract more customers, generate more products per order and increase customer loyalty. To date, we have focused on providing solutions to electronic commerce retailers. Our customers currently include barnesandnoble.com, CDnow, Egghead.com, Preview Travel, Ticketmaster and Value America. Our objective is to extend our leadership position in providing real-time marketing solutions to Internet and traditional retailers. To achieve this objective, we intend to: (a) maintain and extend our technological leadership in real-time relationship marketing solutions through continued investment in the development of our proprietary recommendation engine and other predictive technologies; (b) leverage this technology investment into additional online and traditional markets; (c) continuously increase the value of our solutions to customers by offering additional and improved professional services; (d) aggressively develop our international presence to address the global adoption of the Internet and to address international demand for real-time relationship marketing solutions; and (e) expand our indirect distribution channels by recruiting additional resellers, systems integrators and original equipment manufacturers. Net Perceptions was incorporated in Delaware on July 3, 1996. Our principal sales, marketing, research and development and administrative facility is in Minneapolis, and we lease sales and support offices in San Francisco and New York. Our telephone number is (612) 903-9424. Shareholder Information

To: SOROS who wrote (361)	4/30/1999 7:39:00 PM
From: JOHN CHEN	Read Replies (1) \| Respond to of 471

Back from vacation. Lots of things going on this week and here are my highlights: CNBC did a story on PTVL. PTVL advanced ahead of the story and fell the day after. The story itself is pretty darn good. I am glad to see other analyst also feel PTVL is undervalued. There are a glut of internet IPOs out there recently. The tough thing is to sort out the good from the bad. Two IPOs seem interesting to me: MPTH and NETP. MPTH is a starter of interactive talking online. NETP which helps you channel to the areas you might be interested in. MSFT and AOL are gunning up for MediaOne. This could may the whole thing interesting. It is so obvious the importance of cable modem... The top 10 list, as of today, has a return of 48.1% or $308,218.75 on equally invested 1,000 shares each of the listing stock.