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Technology Stocks : Inktomi (INKT)
INKT 10.970.0%Nov 20 3:59 PM EST

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To: MileHigh who wrote (208)7/13/1998 10:02:00 PM
From: MileHigh  Read Replies (1) of 1945
 
I have done some crude analysis on the potential of the caching market by 2001/2002...Looks good if even a small piece of the pie is carved out by INKT...

Analysis as follows, I have read that by 2001 the caching market could be $4 billion. If INKT received %30 market share, then this would translate into $1.2B in sales, 20% Net would be $240 million, spread over 20.5 million shares, could be EPS of $11.70...Of course if INKT gained 20% share, EPS would be $7.81..This represents a tremendous opportunity for INKT....

A potential share price in 2002 at PE of 30 could be between $230- 300 per share....Long INKT!!

Please poke holes in the above analysis for sake of discussion..

MileHigh
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