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

To: 10K a day who wrote (1795)	11/24/2000 10:27:49 AM
From: thesmay	Read Replies (1) \| Respond to of 1945

INKT has traded on its growth story since day 1. That story has not changed. To suggest that its growth rate is subsiding is the issue. INKT got way ahead of itself, as did alot of other stocks, but has maintained its guidance and consistently beat the numbers. Fundamentally speaking, nothing has changed with the company. Actually, with the AT&T broadband news today about lower spending, things look better than ever for companies like INKT and AKAM. With the unbelievably slow roll-out of broadband, more companies need cacheing products and streaming enhancements to avoid bottlenecks and congestion. All you have to do is look at ATHM to realize how slow the roll-out has been. Take a look at the percentage of homes with cable TV and compare with the homes with cable modem access. Personally, I believe this was done intentionally, so the majors could figure out a way to sustain growth for many years to come. That said, I believe there will be growth for INKT for quite a long time.