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Technology Stocks : Inktomi (INKT)
INKT 13.07+2.3%Nov 5 3:57 PM EST
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To: charger who wrote (994)3/22/1999 7:01:00 AM
From: astyanax  Read Replies (2) of 1945
 
Hey, sorry to hear about your luck. Yeah, I didn't expect CHeckpoint to be trailing so far behind the Net plays. And i'm not totally sure about why INKT 's been fizzling lately. Analysts don't seem to rate it so high compared to other Net plays. Yeah, I think the fact that it's software has something to do with it.

The Internet Fund (WWWFX) portfolio manager's been the most successful at making $ off the Internet but says he tends to stay away from software due to price competition and other factors. Besides, Checkpoint has huge earnings so it can't be a Net stock :)

-Netconductor.com

charger wrote:>>
>>Thanks for posting the text as I missed the interview...I can't understand why the likes of
RNWK and DCLK go parabolic while INKT muddles around. Could this just be the
result of lockup expiration or is something else lurking out there that we don't know
about? INKT's story seems too good to be true, yet the market remains unconvinced...I
got bullish on CHKPF about a year ago in the same way...internet infrastructure with
solid earnings etc. and it has gone nowhere. Maybe it has something to do with the
perception of software as having more risk, or the constant fear that a MSFT or CSCO
will want to play on their turf. Am I way off here? Regards
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