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

To: stockman_scott who wrote (695)	5/20/1999 9:25:00 AM
From: David Harker	Read Replies (1) \| Respond to of 2908

Thanks, it was your posting on the Dell thread that got me into Netp.

To: stockman_scott who wrote (695)	5/21/1999 10:56:00 AM
From: Walt Corey	Respond to of 2908

OT Hey Scott, I am curious about your take on CYCH, if you have one. I got out of a large position held in CYCH to get into an equally large position with NETP. However, my motives were the same. I felt CYCH had tremendous potential and was really primed to take off. It hasn't and probably won't except for a widely anticipated fire sale perhaps as early as this summer. Yes, they might be bought or merge but I stopped believing there'd be an attractive premium for it. So essentially what's your opinion on them and why do you feel NETP will fair better. I also dumped 1/2 my DELL, sadly, but I think the best they can hope for atleast until this fall is sideways motion. Worst case, and perhaps more likely, is the street will drop, perhaps significantly, their multiple. They may well end up in the high $20's. Geeze, maybe I should dump the rest now. Any thoughts? Walt