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Technology Stocks : Inktomi (INKT)
INKT 11.65-5.7%Dec 5 9:30 AM EST
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To: Millionairess who wrote (1210)4/28/1999 3:36:00 PM
From: ajiaji   of 1945
 
Terrific summary, thanks very much.

Questions re: Inktomi.

1) 5-7% commission on total revenue. Does this total revenue basis include advertising (including sponsorships) and transactions (ie. book sold or fee per brokerage sign up, etc.)? I would think this has to be quite difficult to measure on the large sites like AOL and Yahoo.

2) If you can measure this distinction in revenue with some degree of accuracy, it would seem to make perfect sense to tier their fees in order to garner more from the higher demanded, more lucrative services. For example, let's say someone originates a mortgage in association with Inktomi's software/service, getting a portion of that commission would probably be of more value than the mere "hits" associated with the visit for that transaction.
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