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

To: Roads End who wrote (835)	5/25/1999 3:21:00 PM
From: Peter Blackburn	Read Replies (1) \| Respond to of 2908

it looks like the volume has really slowed down are there alot of shares available on level II (sorry cannot access by level II today) pete

To: Roads End who wrote (835)	5/25/1999 3:55:00 PM
From: rupert1	Respond to of 2908

Steve: Thanks for pointing that out. I would like to see some comparative numbers for each of those revenue sources, but it can wait. In principle, I like the recurring revenues from licenses and other activities but what proportion is that going to be? I like the 85% direct, although that might change if they enter into partnerships where they supply the partner as a distributor. Also like the intention to continue innovative product development organically and through acquisition, but I am not clear how much cash or borrowing power they have for that. At the moment the share price is not a very strong or reliable currency to fund acquisitions. I wonder what kind of a presence they have in London - on those skimpy notes it sounds like the sales people are in the US. I wonder if they gave any idea of what kind of sequential revenue growth can be expected?