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

To: John Stockman who wrote (1061)	4/10/1999 12:19:00 AM
From: LLCoolG	Read Replies (1) \| Respond to of 1945

John, Very smart move. I am sure that these internet stocks will decline so much that people who have been long them will lose everything and be upset. For example, my basis for AOL is 17. Yep, I bet when the "crash" occurs, that AOL will be valued under 17. I own RealNetworks at 50. I am sure that after the split, the stock will trade down below 25 when the "crash" occurs. We have seen this song and dance before. Many people own INKT at 35 or less, where the stock traded as recently as October. Somehow, even in a major correction, I doubt INKT's market cap goes to a level below that. I am just sorry that I sold my shares in this stock at 63 (on Harmon's BS) and the rest at 80. Congrats to Craig A and M, and I am sure that they will continue onwards from here with the likes of bright folks like you shorting the stock. Lok sjust like it did when this stock was at 55 (110) in January--those people were probably jumping from windows like you will be soon. G

To: John Stockman who wrote (1061)	4/10/1999 6:55:00 AM
From: David Birnbaum	Respond to of 1945

John - You must be missing what all this internet hype is really about. You have here an economic explosion that can be compared to nothing less than the Industrial Revolution. The companies that are going to be integral in its growth are going to become huge. INKT shows more promise than the lot of them, and maintains serious barriers of entry by potential competitors. It as well has not been recognized accordingly by the internet investment community to date, and I do believe as this begins to happen the stock will skyrocket. Investors do not want to miss out on one of the truly best internet plays before it is too late. There is also a strong possibility this company will be gobbled up by a larger player, such as YHOO or AOL. See where the stock is within half a year from now, and you will see that this was just the very beginning. I am very long this one. DB