To: Craig A who wrote (19516 ) 6/2/1999 12:37:00 AM From: Tunica Albuginea Read Replies (6) | Respond to of 41369
OTOT Craig; INKTOMI. A pure play on the internet. I don't follow INKT in any thread. I just follow it personally since the IPO last year. I follow the news. I think it is one of the best kept secrets. The following is one of the best recent articles. It has most of what you need to know. Also the co's home page:streetadvisor.com Also the co's home pageinktomi.com INKT's IPO on the Red Herringherring.com For any further info, you may want to write to Pat MudgeMember 1849400 She posts most frequently on the NN ( Newbridge Networks ) SI thread. She was one of the first to get in in the IPO. She is quite knowledgable in telecommunications and bandwidth, the very thing we talk about here. In the NN thread this is looked at primarily from the telcos viewpoint. This is because NN newbridge.com is the premiere maker of the biggest, best, meanest gg, telco switches; the giant famous ATM switches which are the backbone, hardware switches for the net. INKT would be the equivalent software switch. Both make excellent investments IMO because of the technology that they have and the " difficulty of entry ". NN makes the backbone switches for the net in all of England, Can, Switzer, etc, 250 countries, 10 000 clients. It has been selected by AT&Ts it's internet networks manager for their 3000 prospective business clients. ATMs connect cities, countries continenets. It is down because of Asia and other reasons best followed in the NN SI thread. Should double from 27 in 12 to 16 months IMHO, TA you said OTOTOT Tunica You seem to be one of the few here that have INKT in their group of nuts. It is now my second largest holding Next to AOL. (What was that old life-guarding phrase/ Sink or swim?) Anyway, would appreciate knowing where you share ideas and info on the stock. SI thread dwindled away, YHOO all went to the Bar, and Raging BUll is shallow TIA Craig