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Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: umbro who wrote (9191)	7/7/1998 12:12:00 PM
From: Father E.	Read Replies (1) \| Respond to of 164684

I wish I was preaching to the nonbelievers. The poor souls that have put their hard earned money into this non classic, air type THING

To: umbro who wrote (9191)	7/7/1998 4:27:00 PM
From: umbro	Read Replies (1) \| Respond to of 164684

Marketguide now says that AMZN has a 19.M share float. I sent them some mail, and they indicated that the 6M figure previously posted was the IPO number, and wasn't adjusted for the split. According to their records, insiders still control 61% of the shares. The 5 mil. share secondary hasn't yet completed, and the 500 mil. long term debt will likely not show up until it is posted in the quarterly report.

To: umbro who wrote (9191)	7/7/1998 4:34:00 PM
From: umbro	Respond to of 164684

Inktomi Corp. (INKT) 81 1/2 +7 7/8: BT Alex. Brown initiates coverage of provider of software applications with "buy" on the view that company addresses relatively untapped market opportunity estimated to be $1.4 bln by the year 2002; revenue growth expected to be strongly correlated with growth of Internet..... [source: briefing.com] Uh, since INKT's market cap just crested 1.4B today, I'm left wondering, if the analysts think INKT will capture _all_ of the backend web accelerator/search engine market by the year 2002? (by the way, a quality company - Network Appliance (NTAP), which has never been cheap, would be my pick on going after INKT's market. When the time comes, consider shorting INKT and going long NTAP. Should be a decent hedge.)