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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (6840)	2/23/2000 6:21:00 PM
From: BDR	Read Replies (1) \| Respond to of 10293

<<So my conclusion is that the real "value" lies here...in a company like Inktomi, where it is useless to put a multiple on a dollar of current earnings because the growth is so intense it would be an exercise in futility. Furthermore, the dollar of reinvested earnings in an enterprise such as this has hundreds if not thousands of times more throw weight than the dollar generated by Sears or General Motors.>> Congratulations! Since your take on the market now mirrors mine, it must be correct.(G) Have you been reading Geoffrey Moore?

To: Bill Wexler who wrote (6840)	2/25/2000 3:06:00 PM
From: Smilodon	Read Replies (1) \| Respond to of 10293

Say it ain't so Bill, The bubbles break when they finally get everyone in. <<So my conclusion is that the real "value" lies here...in a company like Inktomi, where it is useless to put a multiple on a dollar of current earnings because the growth is so intense it would be an exercise in futility. Furthermore, the dollar of reinvested earnings in an enterprise such as this has hundreds if not thousands of times more throw weight than the dollar generated by Sears or General Motors. I'm not throwing every penny I have into this company. But I'm making a sizeable investment. And I may kick out more of the boring and shift it into INKT (and similar plays such as AKAM).>>>