Inktomi (INKT) Message Board

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Technology Stocks : Inktomi (INKT)

INKT 13.85

+3.7%

1:20 PM EST

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To: Elmer who wrote (982)	3/17/1999 6:45:00 PM
From: LLCoolG	Read Replies (1) of 1945

David, It would have a tremendous impact if YHOO dropped them. The stock would see the 40's. Look what happened when MSFT dropped them and Wired cut back their dependence on them. The stock went from a solid 80 to 52. I would not say that the stock would be dead meat if this were to happen. Over time, it would recorrect itself to reflect what you wrote about. However, YHOO dopping INKT in the next month or two would be devestating for quite a while. If the other two incidents did not occur, INKT is easily 120-140 right now. All the other infrasturcture plays, such as DCLK, EXDS, and even RNWK were well behind INKT in January, and now far exceed it. Take care! G

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