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

To: MileHigh who wrote (219)	7/16/1998 9:03:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 1945

CC notes I posted on YHOO, as always, buyer beware and caveat emptor!! Regards, MileHigh ============== I found the conference call to be strong and well balanced...A few notes 1-The Internet challenge is that we now have 300 million documents online with 1 million added a day, INKT provides the infrastructure to help all parties navigate efficiently and cost effectively. 2-July 4th is when the YHOO search service began, it is now up and running. 3-Traffic Server was launched at AOL a few weeks ago, they are proud of this and state that AOL and Telenor in Norway are very big wins for INKT 4-Outsourcing of core internet technologies is gaining strength and INKT should benefit from this trend. 5-Cache solves the bandwidth -vs- supply of data problem... 6-We should expect all expenses to rise as they ramp up all support services...they did not mention how much? 7-New search customers take about a qtr or two to fully ramp up into a full revenue stream, i.e., YHOO and C.NET. 8-INKT has several Operational Trials going on now with Traffic Server, again AOL and Telenor big wins. 9-They mentioned Open Base (sp) in Korea as either new customer or VAR...!? 10-Traffic Server Competition = Network Appliances (stronger) Cache Flow (less of factor) Cisco (not seeing now) 11-SOmeone mentioned that CEO of @Home was talking about working with INKT (could be HUGE) 12-They mentioned that there search business is strong and getting stronger (do not see much competition here) 13-Search business will grow and they mentioned that new search customers will be coming on board this qtr. 14-INKT 5 Key Initiatives are 1-Increase search queries 2-Add 3 more search customers 3-get Traffic Server up and fully running on a network ( I am assuming AOL and/or Telenor) 4- Add a Telecomm Cache customer 5- Successfully add sales service and support internationally (International focus) 15-Mix of revenue stream is 95% Domestic and 5% International, they see this mix changing over time. Overall strong CC and they expect further strengthening of their business over time