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Technology Stocks : Inktomi (INKT)
INKT 10.86-2.2%Dec 2 3:59 PM EST
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To: Millionairess who wrote (1210)5/2/1999 6:34:00 PM
From: Judy  Read Replies (1) of 1945
 
otot

m,

insp's performance re: earnings and revenues growth was impressive. Momentum is fabulous and could continue post-split. Franchise branding has not yet been achieved but may be achieved upon rollout of the shopping engine. To date I prefer inkt long-term, but if insp achieves franchise branding the equation could change. The kicker would be if MSFT shows interest in acquiring insp ... Jain was an ex-MSFT executive. But my gut sense is that Jain wants to grow insp independently.

I shall continue to treat INKT as an investment and INSP as trading quality, but could reverse in a heartbeat ... just as the market does.

Have your views remained the same? Take care.
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