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

To: Daniel King who wrote (936)	2/24/1999 4:20:00 PM
From: LLCoolG	Respond to of 1945

The Red Herring article was much more disturbing than the one you posted, IMO. Whatever Novell & Co. are planning is one thing, they have not really done anything yet. There have been two instances now where INKT revenues have been cut--by MSFT and not by HotBot. The company is downplaying it. Makes no sense to me. When we get the short-term bump associated with the release and publicity about the shopping engine, I'm probably gone. Also, FWIW, Goldman Sachs have been on the bid all the way from 53 through today. That is usually a very, very good sign for a short-term timeframe. G

To: Daniel King who wrote (936)	2/25/1999 12:40:00 AM
From: Bahama	Read Replies (1) \| Respond to of 1945

Hello Danny, from a traders perspective, I suppose it's troubling. From an investor's perspective, it's too early to call. They need to prove they can respond favorably to competitive threats, but the mere whiff of competition shouldn't scare off someone that's in this company based on their future prospects and what they've done to date. Competition is a business reality. It's a big market that's getting bigger. There's room for more than one. Also, it's hard to judge a company's real competitive advantage without some competition. We'll see how they respond, and how the market views the strength of their products. Gotta give 'em that chance though, unless you're a trader. regards, Bahama