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Technology Stocks : Inktomi (INKT) -- Ignore unavailable to you. Want to Upgrade?


To: jhg_in_kc who wrote (1526)8/17/1999 5:27:00 PM
From: Bearded One  Read Replies (1) | Respond to of 1945
 
"Plumbing?" 60 percent of their revenue just went down the toilet.

INKT derives three fifths of their revenue from internet caching. Novell just gobbled up that market:

Company Press Release

SOURCE: Novell, Inc.

Novell BorderManager Leads Proxy Server Caching Market, Report
Shows

1999 Internet Caching Report Reveals More Than Five Million Users Rely On Novell for Internet Caching

PROVO, Utah, Aug. 17 /PRNewswire/ -- Novell, Inc. (Nasdaq: NOVL - news) announced today that it is leading the proxy-server caching market, according to
the 1999 Internet Caching Report, published by the Internet Research Group. The report confirms Novell's caching market leadership with 85 percent of revenue
market share and 49 percent of proxy-server unit sales along with the opportunity for continued growth in a caching market expected to reach nearly $2.2 billion in
2003.

''Our report research shows that in the enterprise market, the two most important factors for choosing a caching system are vendor familiarity and price,'' said
Peter Christy, vice president of the Internet Research Group Principal. ''Novell is well positioned to take advantage of these factors with its strategy to provide
performance and price-leading caching technology through its BorderManager proxy server, as well as OEM hardware partnerships for the Novell Internet
Caching System with vendors such as Compaq and Dell.''
...

biz.yahoo.com

It's over. The egg has fallen out of the nest and now we just have to wait for it to hit the ground. Either this or the next quarterly report will tell the story.