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

To: rupert1 who wrote (832)	5/25/1999 2:35:00 PM
From: $Mogul	Read Replies (1) \| Respond to of 2908

I just wish the underwriters would put their $$$ where their mouth is, less than 1/3 is institutional buying, but I guess better than none. $mogul

To: rupert1 who wrote (832)	5/25/1999 3:11:00 PM
From: Roads End	Read Replies (2) \| Respond to of 2908

Victor..You have probably seen this but some of their revenue sources are revealed. Steve messages.yahoo.com 76 1) said in late 1998 they switched to a liscensing model which tries to capture more revenue on a recurring basis. of the 17 new transactions in the quarter, 14 were under the new recurring model, while 3 were under the old perpetual model, which they said is now off the pricing sheet. in addition to the 17 new transactions, they also stated there were 3 upgrade transactions, and what they called 3 'renewal' transactions. they were pleased their transactions were becoming larger in scope, encompassing the enterprise space, and that 2 of their new transactions were for products across multiple touch points. 2) described the 4 components of revenue: a) a perpetual liscense per URL b) a recurring liscense based on the number of profiles stored in their underlying database. c) site maintenance, which is 18% d) services whereas before they still scaled based on the number of profiles stored in their database, they did it on a perpetual basis. the new model does it on a recurring basis. 3) they have expanded their sales team, especially that specifically targeting the enterprise. in addition, they have added to their sales team an industry expert in each of the fields they are targeting, ie call centers, etc. 4) while near term they will continue to invest in infrastructure to grow their services business, long term they are targeting gross margins on the services side of 45-50% now some numbers: - 85% of revenue for the quarter was from new customers - 14% of revenue was from international sales (12% europe, 2% asia) - 88% of revenue was direct, 12% from other channels - 85 current customers (the leader in their space) - 21 live sites future vision, etc: - continue to expand their product across multiple touch points. - continue to leverage their technology in innovative applications - growth internationally - possible acquisitions which would leverage their technology, and be accretive --------------------------------------------------------------------------------