Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Millionairess who wrote (1210)	4/28/1999 3:36:00 PM
From: ajiaji	Respond to of 1945

Terrific summary, thanks very much. Questions re: Inktomi. 1) 5-7% commission on total revenue. Does this total revenue basis include advertising (including sponsorships) and transactions (ie. book sold or fee per brokerage sign up, etc.)? I would think this has to be quite difficult to measure on the large sites like AOL and Yahoo. 2) If you can measure this distinction in revenue with some degree of accuracy, it would seem to make perfect sense to tier their fees in order to garner more from the higher demanded, more lucrative services. For example, let's say someone originates a mortgage in association with Inktomi's software/service, getting a portion of that commission would probably be of more value than the mere "hits" associated with the visit for that transaction.

To: Millionairess who wrote (1210)	5/2/1999 6:34:00 PM
From: Judy	Read Replies (1) \| Respond to of 1945

otot m, insp's performance re: earnings and revenues growth was impressive. Momentum is fabulous and could continue post-split. Franchise branding has not yet been achieved but may be achieved upon rollout of the shopping engine. To date I prefer inkt long-term, but if insp achieves franchise branding the equation could change. The kicker would be if MSFT shows interest in acquiring insp ... Jain was an ex-MSFT executive. But my gut sense is that Jain wants to grow insp independently. I shall continue to treat INKT as an investment and INSP as trading quality, but could reverse in a heartbeat ... just as the market does. Have your views remained the same? Take care.