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Non-Tech : Le coin des francophones -- Ignore unavailable to you. Want to Upgrade?

To: kamtrader who wrote (20012)	6/20/2000 8:41:00 AM
From: faro	Read Replies (1) \| Respond to of 77509

Pour les puts sur RMBS, Mes 40 contrats … 1 3/8 ne retrouveront pas leur valeur mais j'en ai achet‚ un autre 40 contrats … 1/2 Je devrais me refaire avec ces derniers. Faro

To: kamtrader who wrote (20012)	6/20/2000 10:31:00 PM
From: sirinam	Read Replies (1) \| Respond to of 77509

Pour ton info Kam, Trader's Edge: Inktomi 20-Jun-00 11:24 ET [BRIEFING.COM - Robert Walberg] With the technology sector heating up again, traders are likely to start gaining renewed confidence in many of the "old" momentum leaders... One such stock is Inktomi (INKT 145 1/2 +7 1/4)... Inktomi develops and markets scalable software applications designed to enhance the performance and intelligence of large-scale networks... For the following reasons Briefing.com contends that INKT could enjoy a sharp near-term advance: Sector tone improving, with investor tolerance for risk increasing - both good news for INKT. Recent acquisition of Ultraseek gives INKT entry into the rapidly growing market for corporation-specific search technology. INKT's wireless initiative, announced a few months back, also significantly expands potential revenue base... Company contineus to expand relationships in this marketplace, recently announcing an agreement with Nokia (NOK) that will enable the delivery of wireless data services and applications to current and Third Generation networks. Company is expected to turn a profits this year of $0.03 and then $0.20 in FY01... As investors become a little choosier over which tech companies they are willing to buy, in light of recent carnage, earnings visibility likely to be major deciding factor... Based on company's history of beating consensus estimates, above numbers probably too conservative. INKT's technical posture also improving... Stock bounced off of its 200-day moving average and moved back above its 50-day moving average for first time since April... Has also broken cycle of lower lows, lower highs. Given improving technicals, bright earnings outlook and more favorable sector backdrop, INKT poised for near-term run at 168-170 area. Gains beyond this ceiling will be difficult, however, as INKT remains a poster child for the new math... Even though earnings growth is very strong, company trading at 4850x estimated FY00 earnings and 728x projected FY01 results, with a price/sales ratio of 85 (based on annualizing last quarter's revenues)... So while we see momentum carrying the stock over the short-term, valuations will prevent stock from returning to its old highs. Robert Walberg