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Technology Stocks : Jimbo's Playhouse/CPQ -- Ignore unavailable to you. Want to Upgrade?

To: Mao II who wrote (1291)	5/18/1999 6:16:00 PM
From: Jimbo Cobb	Read Replies (2) \| Respond to of 12662

M2...I'm fully equipped...no semi-equip for this guy !!!!! Nice call though !!!!! I'll have to make do with my rather LARGE (and getting LARGER every day) position in LSI !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! AMAT is a major butt-kicker though !!!!! Wish I had some right now, but I don't... Jimbo.

To: Mao II who wrote (1291)	5/18/1999 7:15:00 PM
From: Jimbo Cobb	Read Replies (1) \| Respond to of 12662

M2...Did U see this on NETP ??? (posted on NETP thread) crank it up baby...we've now put in our dues and we are primed and ready to catch the next Inut wave !!!!!!!! YES !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! smells like EPAY all over again.... jajajajajajajaja Jimbo. (PS: I especially like that Aggressive Strong Buy Rating... almost as good as the Aggressively Accumulate via Strong Buying rating) ---------------------------------------------------------------------- Oh, did I tell you that US BANCORP PIPER JAFFRAY initiated coverage with an "Aggressive Strong Buy Rating." Check out this series of comments from Piper Jaffray's Hany Nada.... <<-The market for one-to-one customer relationships is explosive since it is the key differentiating advantage of Internet-based marketing as well as the main competitive weapon for the growing number of online businesses. We believe this market will track, at a minimum, the growth of e-commerce revenues, projected to increase 90% between 1999 and 2002. We estimate that Net Perceptions currently has over 70% market share in off-the-shelf real-time recommendation solutions for online businesses. -Net Perceptions has leveraged its core recommendation platform to create several vertical applications including e-commerce and call center solutions, while expanding its market to traditional channels and offering one-to-one marketing across multiple customer touch-points into the enterprise. The scaleable core architechture allows the Company to expand into several vertical markets, providing significant growth opportunities. -Instead of relying on a single algorithm, NETP's solutions are based on a set of highly advanced technologies that together provide the most accurate predictive recommendations in the industry. The flexibility of the recommendation system makes the solutions suitable for a number of vertical applications, from e-commerce to knowledge management. -NETP's customer base has increased from 8 in 1Q98 to over 60 at the end of last year and includes many of the top Internet names such as CD Now, Egghead.com, iVillage, Broadcast.com, and Ticketmaster.com. The company also has partnerships with the leading providers of e-business solutions such as IBM, Vignette, Broadvision, and Allaire. -Net Perceptions is currently trading at a 23x multiple of our estimated FY00 revenues of $19.9 million. While this is a high multiple by traditional standards, the vast potential opportunity in the Internet economy combined with strong investor interest in owning Internet stocks has made such valuations irrelevant. We note that companies in Net Perceptions' comparable group, the Internet Infrastructure Technology, trade as high as 50x CY 00 revenues and we see no reason why NETP would not trade in the same way. Furthermore, we believe Net Perceptions could receive a significantly higher valuation if its solutions become widely adopted across multiple touch points in the enterprise, in both online and traditional channels, thus creating a new marketing paradigm for many types of businesses.>>