SI
SI
discoversearch

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


To: rudedog who wrote (1484)5/25/1999 7:00:00 AM
From: rupert1  Read Replies (1) | Respond to of 12662
 
rudedog: To cheer yourself read this old posting by JOHN CHEN who, allegedly, has a very good track record. He reiterated his views on the NETP SI thread yesterday evening in response to one of my posts.
_________________________________________
To: +rashomonlynch (393 )
From: +JOHN CHEN Friday, May 7 1999 3:53PM ET
Reply # of 416

ALERT: Today I am taking off CMGI from my top ten list and replace CMGI with NETP. NETP target price $60 a share.

CMGI has been above my target of $200; CMGI is quite over valued even if additional companies they invest in become public.

NETP's powerful one to one marketing software and its current valuation make this stock an attractive long term buy. This powerful one to one marketing tool is one of a kind and is used by major online retails including Barnesnoble.com, CDnow, Preview Travel and others. The implications could extend to other traditional retailers. I expect we will hear additional announcement of new clients in the near term.

NETP does not have inventory and collects a licensing fee. NETP has strong venture capitals backing the the company and it has strong management team with the CEO formerly with MSFT as an executive.

I expect NETP to receive excellent coverage from its underwriters between the 17th of May to 19 th of May.