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To: Mark Fowler who wrote (117973)2/16/2001 7:10:53 PM
From: Glenn D. Rudolph  Respond to of 164684
 
Yeah i know they lost Yhoo but how much growth potential is there really?

Mark,

There is a lot of growth potential when broadband is widely accepted. These services are not that important to dail-up users.

And will they hit an inflection point about the time Inkt did..in that industry the content delivery business has many more players now too. Akam is a pure play on it with great potential?? . I have it on my watch list but not going to buy now.

Content delivery is too narrow a description. I am done for today but I may call you this weekend and discuss a few things. I do agree there is time.

Anyhow, this is far more than content delivery and it appears many people do not understand it. The loss of YHOO for INKT is not an issue either. These firms are not headed for a collision. They are now trying to capture two different parts of a distributive market.