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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: saukriver who wrote (22149)	4/17/2000 6:34:00 PM
From: saukriver	Read Replies (1) of 54805

Two interesting articles from this morning's NYT (betw. plenty o' market commentary). See generally nytimes.com 1. "Two Paths to a Speedier Web" contrasts the caching tech. of Inktomi (INKT) with the "content delivery" tech. of Akamai (AKAM). nytimes.com Interesting parts: the suggestion that INKT may be attempting to form a value chain (not in those words) and some stuff on EXDS. Between INKT and AKAM, INKT caches entire pages of site or documents at closer locations, and AKAM moves portions of pages (ads) to closer locations to that the overall page downloads quicker. 2. Record Cos. attempts to do online sales: nytimes.com Briefly, BMG has selected 6 diff. technologies. Sony has focused on two. Neither likes MP3, the dominant technology, because it is unencrypted. You don't get the sense after reading the article that the market--certainly not early adopters--is even close to following the record cos. at the prices mentioned per single recording. Shades of Betamax. Now, enough of these long term trends in technology and its adoption. Let's get back to whether the market is going up or down tomorrow. My prediction: It will go both up and down! saukriver

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