To: jhg_in_kc who wrote (11524 ) 10/23/1998 8:50:00 PM From: Lizzie Tudor Respond to
<OT> jhg, re:INKT caching for internet servers, yes thats my understanding. The problem with inkt is Im afraid the technology might be too much like a tools vendor, vs the internet stocks with the high valuations that are generally content. I watched their earnings today and the stock took a 6 pt hit, if it drifts lower I may pick up a little. Its a gamble but so is aol for that matter. Upside has done a few articles discussing the company, heres an excerpt of one of them with some details about how the company is positioned... notice AOL is inkt's largest customer.The company made its fame with its Inktomi Search product, used in Wired Digital's HotBot search engine and soon to be featured in Microsoft's upcoming Start page; but the real money's on its Traffic Server, which caches Web pages and graphics to throttle back bandwidth on congested Internet pipelines. ...and it signed up America Online as a Traffic Server customer. "What will make this IPO sexy is when they start looking at what they've got as a platform generally -- a network processing architecture, if you will," says Ted Julian of Forrester Research. While AOL may seem like the biggest win Inktomi could manage, Mr. Brown claims there's more where that came from. "There are still another 4,000 ISPs after that in the USA alone," he says. "Those people are still growing into the same kind of [bandwidth] problems the big guys face today."
