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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: Frederick Langford who wrote (104436)	5/10/2000 8:12:00 PM
From: puborectalis	Read Replies (1) \| Respond to of 108040

FFIV.....would double my position if I could....read these items.....With Cisco's great conference call after-close Tuesday, we could see some interest back into the computer networking sector. Stock to watch include QLogic (QLGC) selling at a discount at $62 after it agreed to acquire fibre channel switching maker Anchor Communications (ANCR) on Monday. Other networking players we like include Redback Networks at(RBAK) at $57 1/2, F5 Networks (FFIV) at $31 3/4, and Juniper Networks (JNPR) at $177. Inktomi Exec Sees Boom In Wireless Services (05/10/00, 8:03 p.m. ET) By Stuart Glascock, TechWeb News LAS VEGAS -- An emerging boom in wireless services will create tremendous business opportunities and a need for a huge infrastructure, David Peterschmidt, CEO of Inktomi, said Wednesday at NetWorld+Interop, one of the largest IT conferences for networking professionals. Commerce is going to be the primary use of wireless, he said, not for buying television sets or furniture, but for booking hotel rooms and comparing prices while shopping. "Wireless is another major opportunity for entrepreneurs," Peterschmidt told several hundred N+I attendees. However, he said, "if you are going to be in this business, pack your bags for Europe and Japan," because those countries are far ahead of the United States in deploying wireless products and services. "This wireless phenomena is just incredible," he said. Inktomi (stock: INKT), Foster City, Calif., develops scalable Internet infrastructure software. The company offers a range of portal services and network products such as the Inktomi Search Engine, Directory Engine, Shopping Engine, Traffic Server Platform, and Content Delivery Suite. Roughly 40 percent of all searches go through Inktomi technology, and their caching technology powers about 50 percent of Internet traffic, the company said. Their customers include a who's-who of top-level Internet-based enterprises. Peterschmidt called the Internet a great "disintermediating" agent that has sparked a societal paradigm shift. "People either dislocate or be dislocated when paradigm shifts occur," he said. N+I draws hundreds of networking and communications companies and offers professional buyers from networking, Internet and telecommunications fields a chance to scrutinize the latest developments, concepts, and products.