Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Brasco One who wrote (423)	5/7/1999 10:49:00 PM
From: ynot	Read Replies (1) \| Respond to of 2908

Donny, I like NETP's product, and honestly don't know about any of their ecommerce partnerships...do you expect it to perform differently than PRSF? I see the software as a powerful tool, but part of the infrastructure. If they focus too much on services it becomes like SGNT imho To make it like INSP it has to control eyeballs, which I think is not exactly its raison d'etre. No position, just a thought. ynot :)

To: Brasco One who wrote (423)	5/7/1999 11:48:00 PM
From: drakes353	Read Replies (2) \| Respond to of 2908

Donny: When does the Quiet period end??? Quiet period ends May 17th, coverage should begin on the 18th. drakes353

To: Brasco One who wrote (423)	5/8/1999 12:37:00 AM
From: stockman_scott	Read Replies (2) \| Respond to of 2908

<<When does the Quiet period end??>> The other day NETP's lead underwriter (Piper Jaffray in Minneapolis) told me that later this month the "quiet period" would end and analysts from a number of firms could speak up. I called NETP and within 48 hours I got a prospectus -- issued April 1, 1999...Of course it has all the legal ease in it <GG>....I'll read it carefully this weekend. It is comforting to know that the NETP CEO owns almost 10% of the company and Paul Allen's Vulcan Ventures owns 11%. Ann Winblad's VC firm Hummer Winblad Venture Partners owns about 15% of the shares. Follow the BIG money and the SMART money. I plan to patiently HOLD my shares and wait for the rest of the world to discover the hidden potential behind NETP <VBG>...In the last 18 months (when the company was younger) I had a chance to talk with the CEO and the VP of Marketing. They are both very sharp and have impressive track records. I like to invest in the BEST management I can find. That's clearly a major reason I have a LARGE position in CMGI and DELL. Talent and effective leadership are essential for a company to consistently grow at many multiples of the industry rate. Best Regards, Scott