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

To: Walt Corey who wrote (903)	5/26/1999 4:30:00 PM
From: ALTERN8	Respond to of 2908

<< don't go all orgasmic over some wonderful 'what if' scenerio you dreamt about last night>> Walt, Without any dreams or goals what do you have? No, this company has not proven itself to me and no, I do not believe in the management until they prove themselves (show me the money). But I can hope that I've made the right decision buying NETP and dream about it trading at $200 one day. It's the dream that is going to help me hold this stock on days like this not the trust in the management of the company which is nonexistant. Let me have my wet dreams in peace or if and when my dream deals are announced I'll have to come at you with the stupid I called it first BS. I agree with Scott too and plan on holding NETP very long, but I'm not going to stop dreaming, specially when I'm at work. zzzzzzzz

To: Walt Corey who wrote (903)	5/26/1999 6:18:00 PM
From: stockman_scott	Respond to of 2908

<< It is this sort of wild, frenzied buying high and selling that is making the market so volatile. Look for a company that has carved out a decent market niche, has the management to execute a plan and the backing to cover the startup expenses and the rest will take care of itself. But not in a single month. >> Walt: IMO, you have shared some wise advice. Early this afternoon I bought NETP for the 8th time -- at around $16/share. My average price is now below $23 and I am not worried at all. I have time on my side. I will not sell any shares until the fundamentals change or we have had such a BIG run-up that it becomes prudent to diversify more. NETP has a great management team, a solid business plan, market leading products and triple digit growth prospects. This firm is lacking some of the visibility and hype that some of the other players currently have. Yet, IMO that will change. Look at Healtheon (HLTH) as an example of a firm that sold a vision with a passion. They have had help from aggressive underwriters, analysts and the media. Now this company is in a hot area -- online healthcare services. Yet, HLTH has had quite a rise in valuation for a firm whose losses are larger than its sales. HLTH now has to flawlessly integrate the new companies that it has bought and prove that its infrastructure investments will truly yield a sustainable and profitable business model. IMO, this company is priced for perfection. We'll see what happens with this high flyer. I would rather bet on a young, undervalued, undiscovered internet pioneer that may have all the right ingredients to dominate the very large Internet Intimacy Marketplace. It's true I'm taking a risk by having A LOT of my investing capital in NETP vs. some of the proven players on the web. Yet, it is a calculated risk I'm willing to take. IMO, suggestive selling and personalization is going to be huge. Web Merchants and Call Center Organizations are trying to find new ways to improve the customer experience and promote loyalty. NETP's technology is cutting edge and their recommendation engine has a very high market share. There are a number of catalysts that could move this stock and I won't speculate on all of them. Yet, IMO here are a few possibilities: -Major new contracts are announced with large, global e-tailers that have a great deal of credibility. -An alliance or contract may be set up with a major online portal property -- Like AOL/Netscape, YHOO, ATHM/XCIT, AMZN, eBay, MSN, etc... -An Important Investor like Paul Allen (whose Vulcan Ventures owns over 10% of NETP) decides to significantly raise his stake in the company..This would add real support to NETP's efforts (remember what happened to GNET when he invested Big Time). -An Deep Strategic Alliance is formed with a firm that may have complementary technology (like a Doubleclick, Infospace, AOL, or Microsoft). -One of "The Top Tier" Internet Analysts (like Wit's Jonathon Cohen or Morgan Stanley's Mary Meeker) initiates coverage with a Strong Buy on NETP. -NETP's CEO Steven Snyder is invited to an interview on CNBC and it is very well received. **I have just listed a few things that I feel might trigger BIG MOVES in the price of NETP shares. I am sure there are many others. I am on board for the LONG RUN and will let Net Perceptions execute. This company only has a market capitalization of a couple of hundred million compared to some of the multi-billion dollar market caps for many of the high flyers. IMO, NETP's unique technology, dominant position in a hypergrowth market, and strong management all make this company a firm that could evolve into "an Inktomi in its category." These are just my views. Good Luck Investing Everyone. Best Regards, Scott