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

To: Thomas Haegin who wrote (1737)	6/26/2000 9:17:00 PM
From: Sepster	Respond to of 1945

Bambi's article certainly provides more information and perspective (actually more in depth than most of her stuff). Seems like INKT could have written a better press release - e.g. that Yahoo searches includes only 2% of its revenues. I suspect we'll see a bounce back tomorrow unless the Fed spoils everyones' day. Sepster

To: Thomas Haegin who wrote (1737)	6/26/2000 10:09:00 PM
From: Ibexx	Read Replies (1) \| Respond to of 1945

Thread, Prudential reiterated STRONG BUY rating on INKT and set the target price at $200. In the research paper it was also mentioned that INKT had lost, and later regained, major customers before; ie. MSN once replaced INKT with AltaVista, but later kicked out AV and took INKT back in. On top of that, YHOO only accounted for 2% of total revenue. No big deal. Ibexx