Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Sepster who wrote (196)	7/11/1998 2:22:00 AM
From: Randy C.	Read Replies (1) \| Respond to of 1945

Sepster, In addition to their search engine technology, Inktomi also has a network caching product called "Traffic Server". This product was recently licensed by AOL. It allows WWW pages to be cached on ISP boxes so that every request for a URL by a dial-in (or direct access) customer doesn't need to go out of the box at the ISP to get resolved. This makes downloading pages much faster for the end user. Updates are downloaded periodically by the software to avoid delivering "stale" pages to the users. Although other companies market a similar product (ie. Microsoft's Proxy Server), Inktomi appears to have the best technology. AOL's commitment to their technology was a huge win for them IMO. Check out more on Traffic Server on Inktomi's web site at www.inktomi.com/products/traffic/. I'm back in at 67. They've shown good strength this week after the surge on Monday, I was expecting more of an immediate pullback from the 70's. I think there is still a good deal of near-term downside risk from here, given that we've added 19 points this week. There is also good upside potential, though, given that INKT announces earnings on Thursday. I'm not looking for the floor to drop out of the internet sector next week, as are many others here on SI. It definitely could happen, as valuations are extremely high. There just seem to be too many people looking for it to happen. This may be a contrary indicator. I could be wrong though, wouldn't be the first time! - Randy

To: Sepster who wrote (196)	7/11/1998 10:22:00 AM
From: MileHigh	Respond to of 1945

Jan, I agree about LT, we might see some rotation over time into the Internet infrastructure stocks, if so INKT should benefit.. I too am sold on INKT LT, but I am not kidding myself, it could be a very rocky ride from here!! MileHigh

To: Sepster who wrote (196)	7/12/1998 1:05:00 PM
From: John Wu	Read Replies (2) \| Respond to of 1945

Sepster, Take a look at the links at the top of this page for a description of INKT's business. You can also ask for a prospectus from any of the underwriters (got mine from H&Q). You can also look at the company's website. Basically, INKT's has two businesses: (1) search engine technology that Yahoo!, Disney, Snap!, etc. use and (2) "Traffic Server" cache software that AOL and some other ISP's use. Throw in Hotbot, INKT's "portal" site that is marketed by Wired and you have three hot areas that any tulip-buying, momentum player can hype the hell out of. JW