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Technology Stocks : Inktomi (INKT)
INKT 12.70-3.2%10:03 AM EST
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To: Roger G. Frank who wrote (794)2/10/1999 8:58:00 AM
From: charger  Read Replies (2) of 1945
 
INKT compared to the likes of CSCO/INTL/DELL by Roger McNamee at the G.S. conference yesterday. He said he thought it would become a platform company by next year with one of the few recurring revenue streams a la MSFT. Once they unveil the new shopping search engine today at the conference there will be no looking back.

I've been waiting for INKT to retest its 2B market cap, and now am confident that it's a 5 bagger from here long term...in fact I would be surprised if INKT doesn't get taken out sometime soon by a big player, because their technology is second to none and understood by few. Perhaps the only pure internet infrastructure play in existence, this company will grow exponentially along with the internet. Buy the gap down this morning, because it will be your last chance to own one of the only true winners of the internet at a cheap valuation...
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