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To: H James Morris who wrote (77747)	9/20/1999 10:28:00 AM
From: Mark Fowler	Read Replies (1) \| Respond to of 164684

Mark, Inkt and Dclk?? Don't you own any P&G? How come your 60% in cash, when you could have it all in your above?<< P&G don't own, 60% cash no way, keep your eye on Inkt,Vrsn,Rnwk and Dclk.

To: H James Morris who wrote (77747)	9/20/1999 1:30:00 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 164684

He wants Inktomi to provide the technology foundation on the Net, much as Microsoft's Windows operating system is the crucial software for personal computers. The software may reside largely behind the scenes, but ''we're supplying a unified operating system for getting information on the Web,' says Peterschmidt. ''This is about dominance.'<< Seems possible and on Inkt's chart is very telling something is going on here! O'Connor's new ambition is to achieve the Holy Grail of advertising (Dclk)--true one-to-one marketing. He plans to match up the company's huge collection of consumer shopping data with the latest ad-targeting techniques. My advertising gorllia! You suppose this company will be able to track your buying habits everywhere you go on the internet someday. And Who coined Icge the GE of the Internet?... Hmmm could be? You know Mike Dell is in on this too. On Vrsn perhaps someday you will not be able to buy and sell without Vrsn's stamp and verification.