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

To: MileHigh who wrote (208)	7/13/1998 10:02:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 1945

I have done some crude analysis on the potential of the caching market by 2001/2002...Looks good if even a small piece of the pie is carved out by INKT... Analysis as follows, I have read that by 2001 the caching market could be $4 billion. If INKT received %30 market share, then this would translate into $1.2B in sales, 20% Net would be $240 million, spread over 20.5 million shares, could be EPS of $11.70...Of course if INKT gained 20% share, EPS would be $7.81..This represents a tremendous opportunity for INKT.... A potential share price in 2002 at PE of 30 could be between $230- 300 per share....Long INKT!! Please poke holes in the above analysis for sake of discussion.. MileHigh