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

To: Daskin who wrote (396)	5/6/1999 11:50:00 PM
From: stockman_scott	Respond to of 2908

<<What if the market already wake up from the Internet fantasy? How much does NETP worth by traditional valuation method?>> The Digital Economy is here to stay. If the Net Stocks continue to correct NETP has very little downside IMO compared to some of the highflyers -- like AOL, Doubleclick, Infospace, Inktomi, Real Networks, VERT, etc... I would rather have a LARGE position in a GREAT company that has a reasonable valuation than have too much stock that may be overvalued. Traditional valuation methods are not used to evaluate NETP or the other internut stocks -- and they won't be. Companies are rewarded for first mover advantages and for developing dominant standards. IMO, NETP is a key enabler for successful e-commerce. If you want to invest in the cyclicals, go ahead -- there is not much growth there. I'm 100% in tech stocks and DELL is my conservative internet investment. I also have taken large positions in AWRE, CMGI, and NETP. I believe in these market leaders and sleep very well. Good Luck Investing. Best Regards, Scott