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

To: Elmer who wrote (985)	3/17/1999 9:44:00 PM
From: Guardian	Read Replies (1) \| Respond to of 1945

if you people keep talking up a speculated and unfounded rumor on these boards, you run the risk of it becoming a self-fulfilling prophecy. beware the ides of march

To: Elmer who wrote (985)	3/17/1999 10:27:00 PM
From: Wizard	Read Replies (1) \| Respond to of 1945

>>the search engine business is not what makes INKT a potentially huge winner. It is the ecommerce engine. INKT has 3 legs to the story right now: 1) Outsourced search services for portals (i.e, YHOO) 2) Caching software for networks (i.e, AOL, ATHM etc...) 3) Outsourced shopping engine (real version ships soon) The first two are overhyped (neither is anything huge). Still deciding on #3... Inktomi is high risk, IMO. You can get great returns without being so speculative by just buying the more secure winners. AOL, YHOO are lay-up's ATHM, AMZN & EBAY are very well positioned VRSN, VIGN and BCST have interesting and unique advantages EXDS, MSPG, ELNK etc... are all riding the internet wave and are in the right spot at the right time. INKT is not really unique and doesn't really have any advantage to leverage their current position. They are growing nicely along with the internet but I just don't see why INKT should be owned at such a high valuation realtive to any of the above companies.