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

To: stockman_scott who wrote (505)	5/11/1999 10:01:00 PM
From: Marshall001	Read Replies (2) \| Respond to of 2908

Scott... Look at the Thompsons I-watch site and type in NETP. The institutions got serious this morning. Only one sell. All others were buys. thomsoninvest.net Looks like they are setting up for the end of the quiet period... Wish I had bought more... M

To: stockman_scott who wrote (505)	5/11/1999 10:07:00 PM
From: rupert1	Read Replies (1) \| Respond to of 2908

Stockman: Thanks, that is on the ball. I was hoping to get a discussion going. I wondered whether people understand the nuts and bolts of the revenues - the kind of initial installation price, and how licence revenues are generated - are they a fixed annual fee or are they related to the traffic density on the client sites? One can presume that as the client base expands, then revenues from services will also expand. Presumably there is going to be intense competition, and perhaps some existing clients will commission their own solutions - as AMZN appears to have done (judging from previous posts). Perhaps existing clients will seek to renegotiate licence fees downward as competitive products come unto the market. If the stock price takes off, I would also assume that NETP will be in a position to grow through acquisiton buying out potential competitors, and expanding its product lines, using its shares as a currency. I realise it is the leader in its niche but am a bit concerned that the niche may have limits, especially in the face of increased competition and I am wondering where it can grow.