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.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: pkapsiotis who wrote (15924)1/22/2000 10:48:00 AM
From: Mike Buckley  Read Replies (3) of 54805
 
Inktomi should be on somebody's list to research if it already isn't. And it should be in either the W&W portfolio or the GKI index. I don't know what market share it has, so it may not yet be a Gorilla. (It has a market cap of $12 billion.)

Their search technology is proprietary and open. The product is in the tornado, evidenced by their most recent report showing revenue that tripled. And if you're concerned that the comparison is made on a relatively small base of revenue, be less concerned when you realize that in the five most recent quarters:

1) Sequential revenue has increased at least 30% every quarter; and
2) The rate of increase every quarter was higher than the rate of increase in the previous quarter.

--Mike Buckley
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News