INKTOMI - Infos/Analysen/Meinungen - 500 Beiträge pro Seite

[german]

http://www.internetventure.de/data/profile/Images/inkt.gif

Hallo,

fangen wir mit einer einer kurzen Zusammenfassung über INKT an ( von trendstocks.de):


Zum Unternehmen:

Für was wird im Internet die meiste Zeit verwendet?
Für das Suchen!
So geht es den meisten privaten und auch geschäftlichen Internetbenutzern. Das Internet ist vergleichbar mit einer riesigen unordentlichen Kiste. Jeder Anbieter wirft seine Inhalte hinein und hofft, daß der Internetbenutzer sie benutzt. Ohne Hilfe gleicht das Finden derselben aber der berühmten Suche nach der Stecknadel im Heuhaufen. Dies ist so, als ob man in einer fremden Großstadt ein bestimmtes Haus sucht. Ohne eine Straßenkarte, oder sogar ein Navigationssystem, ist man aufgeschmissen.
Und genau ein solches "Navigationssystem" stellt Inktomi für das Internet her.
Inktomi ist der weltweit führende Internetsoftware Hersteller für Suchmaschinen. Ohne die Software von Inktomi könnten die Suchmaschinen von z.B. Yahoo, AOL und Microsoft gar nicht funktionieren. Hier verdient Inktomi durch Lizensierung, und profitiert so automatisch von dem Wachstum der Branche. Durch die Zuverlässigkeit, Schnelligkeit und die Anpassbarkeit der Software ist Inktomi zum bevorzugten Unternehmen der Branche aufgestiegen. So lässt sich die Technik u.a. auch für Preis- und Qualitätsvergleiche (Shopping Engine) verwenden.
Gerade in der letzten Zeit hat sich aber auch die von Inktomi angebotene Traffic Server Technologie (Caching Technologie) durchgesetzt. Sie ermöglicht es, oft abgerufene Daten in der Nähe des Nutzers in einem schnellen Zwischenspeicher abzulegen. Hierdurch werden Datenstaus verhindert, was wiederum das Internet beschleunigt. Hier hat Inktomi z.B. AOL und Excite@Home als Kunden. Von einigen Experten wird erwartet, daß sich auch diese Technologie als Standard etablieren wird. Bis zum Jahr 2002 erwarten sie ein Wachstum alleine dieses Marktes um das 16fache! Dies führt schon jetzt zu einem jährlichen Geschäftswachstum bei den Traffic Servern bei Inktomi um 300%, was einem Umsatzwachstum von 200% pro Jahr entspricht.
Das Inktomi sich aber nicht auf den erreichten Erfolgen ausruht, zeigen immer wieder aktuelle Kooperationen und Entwicklungen.
So wurde erst kürzlich eine Kooperation mit dem Sprachsoftware Hersteller e-lingo verkündet. Inktomi will hier die Möglichkeit geben, Suchergebnisse in ausländischen Sprachen bereitzustellen. Laut Merrill Lynch "hebe sich Inktomi dadurch von dem hart umkämpften Softwaremarkt ab. Außerdem könne man in Zukunft auf diesem Baustein aufbauen und weitere Geschäftsfelder erschließen" (6.3.2000, Merrill Lynch).
Außerdem hat Inktomi eine umfassende Infrastruktur- Lösung für den Vertrieb von Internet- Inhalten über Mobilfunknetze entwickelt. Durch die entwickelte Software wird es Mobilfunkanbietern, Internet-Portaldiensten und Unternehmen möglich, datenintensive Anwendungen über Handys oder andere Mobilfunkgeräte zu versenden. Inktomi hat bereits eine Reihe von Allianzen mit Unternehmen geschlossen, die die Lösung einsetzen werden. Dazu gehören z.B. Sun Microsystems, Hewlett Packard, Cap Gemini und Spyglass. Inktomi beteiligte sich in diesem Zusammenhang u.a. mit 20 Prozent an AirFlash, einem Unternehmen, daß einen Mobilfunk-Portaldienst entwickelt.
Inktomi ist desweiteren Kooperationen mit 3Com und Vignette eingegangen. Hierdurch sollen u.a. gegenseitig die Leistungsfähigkeit und die Zugriffsgeschwindigkeit erhöht werden.
Abschließend ist noch eines bemerkenswert: Inktomi hat am 18.4.2000 zum ersten Mal in der Firmengeschichte ein positives Ergebnis geliefert (1 cent pro Aktie), und damit die Analystenschätzungen (-7cent pro Aktie) deutlich übertroffen. Dies ist gerade aktuell nicht zu unterschätzen, da viele Investoren nach Unternehmen Ausschau halten, die schon Gewinne machen!
Ähnlich positiv ist die Analystenschaar gestimmt:
Für den berühmten Analysten Henry Blodget ist Inktomi eine der wichtigsten Beteiligungen im Internet-Portfolio von Merrill Lynch. Das Haus sieht Inktomi als BUY mit einem Jahresziel von 175$.
Die Analysten der Zeitschrift Capital meinen, daß "die drückende technische Überlegenheit gegenüber Konkurrenten wie Altavista die Aktie zu einer Bank in jedem High-Tech-Depot macht" (25.4.2000, Capital).
Das Haus SG Cowen sieht Inktomi als STRONG BUY mit einem Jahresziel von 200$.
Der erfolgreiche Fondsmanager Gary Liberman (Fleming) ist überzeugt, daß nur "Unternehmen mit einer dominanten Marktposition in einem der schnell wachsenden Technologiesektoren, mit gesunden Finanzdaten, auf lange Sicht überdurchschnittliche Erträge erzielen werden (2.3.2000, Telebörse)". Einer seiner Favoriten: Inktomi!
Auch der bekannte Analyst Steve Harmon sieht in Inktomi einen zukünftigen "Global Player, dem eine Schlüsselbedeutung zukommt" (8.2.2000, Stockworld).
Zur Zeit gibt es 9 STRONG BUY, 8 MODERATE BUY und nur 1 HOLD Empfehlung von Seiten der Analysten. Diese sind u.a. Bear Stearns, Morgan Stanley, Pacific Crest, Prudential Securities, Robertson Stephens, Salomon Smith Barney,...! 

Fazit:
Was soll man da noch hinzufügen?!
Wir meinen, daß Inktomi zu einem Global Player im Bereich der Internetsoftware werden wird. Hier hat Inktomi, mit dem CEO und Visionär David Peterschmidt an der Spitze, schon in der Vergangenheit bewiesen, daß sie Maßstäbe setzen und wichtige Kooperationen eingehen können.
Man darf Inktomi aber (noch!) nicht als Blue Chip, wie z.B. Cisco Systems, sehen. Das heißt, daß Inktomi auch in Zukunft stark schwanken wird, und somit nichts für schwache Nerven ist. Wer aber bereit ist, langfristig sein Geld in ein aussichtsreiches Unternehmen zu investieren, der wird mit Inktomi in Zukunft seine Freude haben!

 Gewinnschätzungen:

INKTOMI CORP. (914850) Sektor: Software
Branche: Standardsoftware
 Gewinn / Aktie

1999 (14 Analysten)
0 Low: -0.24, Ø -0.23, Hi: -0.20 1

2000 (17 Analysten)
0 Low: 0.03, Ø 0.03, Hi: 0.04 1

2001 (17 Analysten)
0 Low: 0.17, Ø 0.21, Hi: 0.31 1

2002 (1 Analyst)
0 Low: 0.66, Ø 0.66, Hi: 0.66 1  Cash-Flow / Aktie

(onvista.de)

 

 Ausgewählte Analysten-Statements

Merrill Lynch 25.04.2000/11:37
 Inktomi kaufen

Capital 25.04.2000/09:58
 Inktomi kaufen

INVESTools 07.03.2000/09:27
 Inktomi kaufen

Merrill Lynch 06.03.2000/09:11
 Inktomi Kursziel $175

SG Cowen 02.03.2000/10:15
 Inktomi Kursziel $200

Capital 16.02.2000/10:13
 Inktomi Kursziel 150 Euro

Merrill Lynch 28.12.1999/08:49
 Inktomi Upgrade

S.G. Cowen Securities 11.11.1999/13:41
 Inktomi Kursziel 150 Dollar

Friedman Billings 25.10.1999/09:19
 Inktomi auf Investitionskurs

Dt. Bank Alex. Brown 25.10.1999/09:19
 Inktomi ein Kauf

Chart:

http://www.internetventure.de/data/profile/Images/inkt.gif

Soviel für heute ...

german

[german]

Hier ist der Chart:

[german]

Dritter und letzter Versuch (schluck):



Gut Ding will Weile haben - und viel Spaß am ach so volatilen Kursverlauf.

german

[german]

Top Institutional Holders of INKT     Shares Value

FMR Corporation (Fidelity Management & Research Corp)     7,046,663 $779,100,201
AIM Management Group Inc.     2,896,200 $320,212,561
Lincoln Capital Management Co   2,361,200 $261,061,356
Morgan Stanley Dean Witter & Co  2,230,436 $246,603,695
Janus Capital Corporation     2,092,710 $231,376,296
Provident Investment Counsel Inc  1,971,300 $217,952,842
Intel Corporation     1,589,890 $175,783,008
Munder Capital Management, Inc.  1,434,900 $158,646,849
Amerindo Investment Advisors Inc. 1,286,850 $142,277,997
Goldman Sachs Group Inc     1,120,273 $123,860,744
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Top Mutual Fund Holders of INKT Shares Value

Fidelity Magellan Fund Inc 2,153,550 $238,102,949
AIM Constellation Fund 1,125,000 $124,383,375
United Science and Technology Fund 940,000 $103,929,220
Vanguard U.S. Growth Fund 900,000 $99,506,700
Alliance Technology Fund, Inc. 802,050 $88,677,054
Marsico Focus Fund 626,735 $69,293,702
Janus Mercury Fund 513,353 $56,757,848
AIM Summit Fund, Inc. 495,000 $54,728,685
Internet Fund, Inc 401,250 $44,363,404
Morgan Stanley Dean Witter Strategist Fund 330,000 $36,485,790


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[german]

Und weiter geht´s:


 

Stock Analysis

Inktomi Corporation (INKT)

 

The Company

 

Inktomi develops the world`s most scalable software for the world`s fastest-moving software environment: the Internet. The company`s core technology underpins products for the Internet infrastructure that contribute to network performance, scalability and efficiency. Inktomi technology paves the way for emerging opportunities in online commerce, media and communications by enabling the Internet to intelligently accommodate more users and data traffic.

Headed by CEO David Peterschmidt, Inktomi was founded in 1996 by two University of California at Berkeley researchers: Eric Brewer, chief scientist, and Paul Gauthier, chief technology officer. Working on a federally-funded project, the computer scientists had developed a way to achieve supercomputer power at microcomputer prices by clustering off-the-shelf workstations and personal computers. The first application built on this platform, a prototype search engine was the genesis of the company.

The incremental and absolute scalability of this core technology is ideal for the Internet, where the number of users, the expanse of the web, and the sheer blizzard of network traffic are all growing exponentially. According to the Gilder Report, some 3,250 terabytes of data flow over the Internet each month, while Inter-national Data Corporation estimates some 170 million people will be logging on to the web by the year 2000.

Product Lines

Based on its core technology, Inktomi provides four product lines: Search Engine, Directory Engine, Shopping Engine, and Traffic Server network caching.

Search Engine: Powering the World`s Search Sites
Inktomi first earned its reputation by building a robust search engine that locates more information with a higher degree of relevance more quickly. The Inktomi Search Engine now powers many of the world`s leading search sites, including HotBot, NBC`s Snap!, Yahoo! and the Disney Internet Guide (DIG) for children and families. It also provides services for the Excite@Home, N2H2, GoTo.com, Anzwers in Australia, Nippon Telegraph and Telephone`s (NTT) Goo site in Japan, RadarUOL in Brazil, and Southam in Canada among others.

Inktomi provides search services on a private-label basis, allowing online media and commerce companies to concentrate on their core business objectives without compromising the brand integrity of their sites. By offering a broad range of customizable features and services, Inktomi enables its customers to build differentiated services that uniquely address the needs of their audiences. For the end user, the Inktomi search engine is both fast and invisible. When a user searches the web from an Inktomi partner, such as HotBot, the query is sent to a cluster of Inktomi-operated computers. Within about a quarter of a second, the user`s search covers over 100 million documents to return a relevance-ranked set of results. Inktomi`s search engine has won numerous industry awards, including PC Magazine Editor`s Choice, PC Computer`s Most Valuable Product, and CNET Editor`s Choice.

Directory Engine: The Web`s first customizable, automated directory solution.
Inktomi Directory Engine is the Web`s first scalable, automated solution for the creation and maintenance of Web directories. Leveraging Inktomi`s expertise in search services, Directory Engine employs state-of-the-art technology to automatically categorize Web content and make it available to your end-users through user-friendly, private label directories that plug easily into your Web site.

Directory Engine uses new technology called "Concept Induction™" to automatically analyze and categorize millions of documents. Concept Induction incorporates algorithms that model human conceptual understanding of information. These algorithms are `trained` to identify high-quality Web pages and to categorize those pages according to either the classification scheme created by editors or your own custom categories. Once trained, the model can be projected across very large databases of documents using Inktomi`s scalable architecture.

Shopping Engine: E-commerce`s High-Growth Sector
Inktomi`s strengths in network scalability and performance are well-suited to the needs of e-commerce. Inktomi`s Shopping Engine software enables users to compare merchandise on more than price alone. The Shopping Engine gives users access to valuable information, including reviews from Consumers Digest and user commentary from Deja News and Delphi to help make informed purchase decisions. The product represents Inktomi`s first venture into the growing e-commerce area, which Jupiter Communications predicts will encompass 33 million online shoppers, generating $17 billion in revenues by the year 2000.

Inktomi plans to integrate its scalable technology and Search Engine with the Shopping Engine software to provide web sites with a sophisticated private-label shopping product, thereby combining the industry`s most comprehensive and scalable search capabilities with an advanced shopping application.

Traffic Server Network Cache: Turbo-Charging the Internet
Inktomi`s third product line, Traffic Server, delivers a powerful solution to help Internet Service Providers (ISPs), telecommunications companies and backbone carriers solve the World Wide Wait. While annual bandwidth demand is increasing ten-fold on average, annual bandwidth supply is rising only by a factor of three. Traffic Server is designed to address this increasing gap between demand and performance.

The Traffic Server software speeds traffic flow on the Internet by intelligently storing ("caching") information closer to the user. Consider, for example, the costs and time delays involved with a major event such as the Princess Diana tragedy. During those few days, an overwhelming number of information requests resulted in millions of redundant copies of data flowing back and forth across the world. With the Traffic Server software, heavily requested information resides at local points of presence (POPs), bringing data much closer to the individual users.

By minimizing redundant traffic, Traffic Server increases effective bandwidth, adding speed, reliability, and scalability to the network. This results in increased quality of service to users. In addition, the Traffic Server solution is well suited to international markets because of the high cost of telecommunication lines.

These advantages have quickly garnered Traffic Server global customers. America Online (AOL), the largest community of cyberspace, has installed Traffic Server across its entire network, creating the world`s largest network cache deployment. Traffic Server allows Internet providers such as AOL to continue to rapidly scale Web services, improve its members` Internet experience, and avoid increasing congestion on the Internet.

Other Traffic Server customers include Ameritech, Excite@Home, BellSouth.net, BellCanada, Digex, Inc., NTT in Japan, and TelenorNextel in Scandinavia. Traffic Server platform partners include Compaq, Intel, Silicon Graphics, and Sun Microsystems.

The Traffic Server network cache also plays an important role as a platform for value-added services for ISPs. This value-added service strategy is exemplified by Inktomi`s agreement with RealNetworks Inc. to create the industry first streaming media cache enabling video and audio content to be streamed to the desktop faster and with greater clarity.

Inktomi plans to add extensions and value-added services to each of its product lines, consistent with its mission of creating software for the world`s largest Internet media and infrastructure companies.

Financial & Stock Price Highlights:

Typical analyst rating:  Strong Buy

52-week price range:                            $159 1/8 – 37 15/16

Shares outstanding:                            53 million

Market Cap:                                          $7.1 Billion

Revenue estimates 2000 / 2001:     $155 million / $255 million

Inktomi stock has enjoyed a steady positive upward trend since its IPO in mid-1998.

Stock Analysts Comments

Major brokerage analysts have a Strong Buy rating on Inktomi, and the typical target price being discussed lately is approximately $170.  This is based on a multiple of 60X the current fiscal 2000 (September) revenue estimate of $155.5 million.  Inktomi is one of the Internet stocks that is valued at multiples of revenue, as they are not yet profitable.  Estimates of $0.10 per share for fiscal 2000 is typical.

 

For fiscal 2001, typical analyst estimates are to earn $0.40 on revenue of $255 million, an increase of 63% over the prior year.  Estimates include a 38% tax rate for each quarter of 2001.

 

According to recent announcements by Inktomi management, the company is broadening its strategy to expand into the enterprise market (in addition to its current focus on service providers) for its networking software products.   This expansion looks to be a logical and strategically sound move to capture revenue from applications that have similar underlying needs.  The enterprise market could be a key driver of potential increases to the current analyst estimates over the next few quarters.  At the same time, the service provider market is viewed as having sustainable growth opportunities and will continue to be aggressively pursued byInktomi.

 

It should also be noted that the stock price has exhibited a tendency toward quarterly cyclicality, moving up either just before or just after a quarter end, then falling back in mid quarter.  For frequent traders, this can provide profit-making opportunities (buy at mid-quarter, sell at quarter-end, generally), in addition to the long term trend upward, for those who hold the stock long.  An exception recently is that the stock may be “breaking out” into new highs, after which one would expect the quarterly cyclicality to continue, at higher levels.

 

Unique positioning and advantages in business model

 

Although one of Inktomi’s basic products is its powerful search engine, it carefully chose to not enter the competition with the numerous search engine companies.  Instead, it quickly developed extensive user-customization features, allowing other large search engine companies to use Inktomi’s products as the backbone of their service.  Other search engine companies can brand-label the Inktomi technology, reducing their ongoing R&D investment needs while giving them competitive flexibility in configuring their services.  This has evolved to the point that Inktomi is seen as having special growth and leverage even as competition continues to heat up among search service providers.  Inktomi must keep its basic advantages in its core search technology, which continues to win best-of-class industry awards, and has shown strong ability to do so.

 

Another reason to be positive about the stock long term is the fact that it does have technology not easily created or duplicated.  While not relying primarily on patent protection, the difficulty and time required to duplicate such technology serves as an effective barrier to entry into this part of Inktomi’s business.  Any such characteristic that contains competition improves the prospects for a stock over time, and this is viewed as another Inktomi advantage.  Many other Internet companies rely on advertising revenue and other marketing-based revenue streams, making them more susceptible to being displaced by some new company with a better idea or better market presence.  Inktomi’s technology cannot be created overnight.

 

Management is also viewed as another Inktomi asset.  Dave Peterschmidt, CEO, was previously chief operating officer of Sybase, a database company, taking it from revenue of $50 million to just under $1 billion.  He and his team have the technology-industry experience to drive rapid growth and produce a bottom line, which is expected during FY 2000.  This is of course several years ahead of many other major Internet players competing for stockholder dollars.  When Inktomi begins producing profits, it is expected that this will create a new level of investor focus, from both institutions and individuals, providing yet another influence pushing the stock price upward over the next several years.

 

Inktomi’s broadened focus to include enterprise clients, as mentioned above, will provide additional strength in the stock, as it opens up a universe of new partnerships and potential clients, large and small.  The fact that enterprises worldwide are rapidly expanding what they do with their networks, intranets, and the Internet, for internal controls and communication, as well as business-to-business and consumer commerce, leads to even more growth leverage for Inktomi.  In summary, more customers are doing more things that will require Inktomi’s technology.

   

 Outlook & Summary

 

Inktomi is in a unique position to provide the underpinnings for the Internet infrastructure.  Inktomi’s positioning with its “backbone” infrastructure technology for the Internet has led some to liken it to Microsoft’ positioning with operating systems.  The Internet has the potential to become a victim of its own success.  Regardless of how one measures Internet content and usage, it is undoubtedly growing  at a phenomenal rate.  Although countless reasons could be cited for the Internet’s popularity, analysts are viewing the greatest concern as being how the infrastructure supporting the Internet can possibly keep pace with information and subscriber growth.  Inktomi offers Internet Service Providers an alternative to scaling Internet capacity that curtails expenditures in additional bandwidth and internally developed solutions.

 

As Internet use grows exponentially, the Strong Buy rating by analysts looks to be justified for years to come.

(Jacks Investor Insights)

[german]

CHART von Investtech.com

[german]

INKT geht nach Europa:


Inktomi CEO plans Europe sales boost
Vivendi, Vodafone’s portal; Wembley stadium on the block
By Liza Roberts, CBS.MarketWatch.com
Last Update: 7:38 AM ET May 17, 2000 NewsWatch
Latest headlines

LONDON (CBS.MW) -- Internet infrastructure software maker Inktomi will make a handful of “pretty significant” announcements about new customers in Europe over the next couple of weeks, Inktomi chief executive David Petershmidt told CBSMarketWatch.com Wednesday.

Inktomi’s (INKT: news, msgs) betting on the region’s booming wireless industry to provide it with a growing source of business: building the infrastructure for the mobile Internet.

The Foster City, California-based company recently inked a deal with Finnish cellphone maker Nokia (NOK: news, msgs) to develop services for existing mobile phones and the next generation of UMTS phones, and it’s betting on enough other European business to plan for new offices in Spain, Italy and Scandinavia, Peterschmidt said. It’s currently in Germany, Britain and France.

Indeed, the Inktomi chief is already salivating about the possibilities wrought by Europe’s latest mega-deal: Telefonica (TEF: news, msgs) of Spain -- whose Internet spin-off, Terra Networks (TRRA: news, msgs), agreed Tuesday to buy Lycos (LCOS: news, msgs) for $12.5 billion in stock -- is already an Inktomi client, he said. So is Lycos.

But wireless is the company’s real focus in the region. “This market is exploding for infrastructure investment,” Peterschmidt said in an interview. “The whole wireless charge is being led from here. If you’re going to be in wireless, pack your bags and go to Europe.”

The Inktomi chief said the company has been in Europe since 1997 and has long aimed to build out its European and Asian operations at the same pace as it expands in the States. Its aim is to bring on a stable of big-name clients here, the way it has in the U.S.

With the wireless industry’s heavy-hitters soon to be battling it out over the next generation of wireless phones, how does Inktomi know it’s hooking up with the right players? “Our strategy is that we don’t care who wins, as long as we get our technology in the hands of all of them,” he said. “If we can get everyone to use us -- or a majority of the market -- we will be insulated.”

[german]

Handelsblatt nennt vier PERLEN, darunter Inktomi:

TOP Thema


Handelsblatt – die Perlen im Silicon Valley

Noch vor wenigen Monaten hatten die Privatanleger keinen Zweifel, dass mit den High-Tech-Firmen rund um die Bucht von San Francisco schnelles Geld zu verdienen ist, so die Experten des Handelsblatts in ihrer Wochenendausgabe „Investor“.

Dieser Trend habe sich zwar seit Beginn des Jahres geändert, als die Technologiewerte in mehreren Abwärtswellen einbrachen und sich dann wieder leicht erholten. Doch dieses Platzen der Spekulationsblase werde von vielen Gründern und Risikokapitalgebern mit Erleichterung aufgenommen. Denn nun sei die Zeit gekommen, in der nach einem „digitalen Goldrausch“ wieder die „echten Nuggets vom Katzengold“ getrennt werden könnten.

Die Handelsblatt-Analysten haben für ihre Leser vier „Perlen im Silicon Valley“ zusammengestellt, die ihrer Meinung nach zukünftig die Big-Player in der Internet-Branche sein werden:

Eines dieser aussichtsreichen High-Tech-Unternehmen sei Juniper Networks [ Kurs / Chart ]. Nach Ansicht der Fachleute im Silicon Valley könne Juniper durch verbesserte Technologien im Hardware-Bereich sowie durch ein optimiertes Netzbetriebssystem ein wichtiges Problem bei der Datenübertragung lösen: Die Übertragungs- geschwindigkeit. Besonders die Fach- und Wirtschaftspresse feierte die Lösung dieses Problems als bahnbrechenden Erfolg. Mit einem aktuellen Aktienwert von 168 Dollar sei das Papier zwar relativ teuer, doch sei trotz einer Marktkapitalisierung von 26,4 Milliarden Dollar noch genügend Spielraum nach oben - unter anderem durch den Aktiensplitt im Verhältnis 2:1 am 15. Juni.

Cisco Systems [ Kurs / Chart ], der „riesige Netzwerkklempner“, biete nach seinem Kurseinbruch eine optimale Chance zum Kauf, sind sich die Handelsblatt-Experten sicher. Wie ein Klempner sorge Cisco mit seiner Technik dafür, dass der Datenverkehr auf den weltweiten Datenautobahnen nicht ins Stocken gerate. Wie wichtig diese Technik im Zeitalter des Internets geworden ist, beweise die Tatsache, dass Cisco zusammen mit General Electric und Microsoft zu den Unternehmen mit der höchsten Marktkapitalisierung gehöre (417 Milliarden Dollar). Nach einem Kurseinbruch Anfang Mai, der durch einen negativen Pressebericht ausgelöst wurde, biete die Cisco-Aktie dem Privatanleger eine gute Kaufmöglichkeit. Denn trotz nach wie vor guter Quartalsergebnissen dümple die Aktie derzeit bei günstigen 60 Dollar.

In diesen unsicheren Zeiten zeige auch die Aktie von Inktomi [ Kurs / Chart ] gute Zukunftsperspektiven, betonen die Fachredakteure vom Handelsblatt. Das Unternehmen biete die Infrastruktur einer „Supersuchmaschine“ im World Wide Web, die in der Lage sei, Millionen von Internetseiten auf der ganzen Welt in Windeseile zu durchsuchen. Der Vorteil von Inktomi: Das Unternehmen lege es nicht darauf an, mit Internetgrößen wie Yahoo oder AOL in Konkurrenz zu treten. Im Gegenteil, Inktomi beliefere diese Unternehmen mit seiner schnellen Suchstruktur und mache sie somit zu wichtigen Partnern. Die Inktomi-Aktie sei nach den Kursturbulenzen der vergangenen Wochen deutlich von ihrem Höchststand abgewichen, so dass sich langfristig eine klare Kaufmöglichkeit biete.

Mit einem Kundenstamm von 145 Millionen registrierten Besuchern könne Yahoo [ Kurs / Chart ] auf einen sechsmal so großen Kundenstamm wie der Hauptkonkurrent AOL zurückgreifen, schreibt das Handelsblatt weiter. Dennoch gelinge es AOL, aus seiner Mitgliederzahl pro Kopf dreimal so viel eBusiness-Potenzial zu schöpfen wie Yahoo. Deshalb wolle Yahoo streng an der Unternehmensstrategie festhalten, die neue Medienfirma des Internets schlechthin zu werden. Ziel sei es, als weltweiter „Broadcaster“ – also Verbreiter von Inhalten – aufzutreten. Dieses Ziel sollte mittelfristig auch erreicht werden, da Yahoo zu den wenigen Internet-Firmen zähle, die schon schwarze Zahlen schreiben. Insgesamt sollten die Anleger auf Yahoo setzen, die der strengen Internet-Philosophie mehr vertrauten, als dem Verbund-Ansatz von AOL.


© 21.05.2000 www.stock-world.de

[german]

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News von heute (nimmt die Börse derzeit kaum zur Kenntnis, leider):

Numero Uno:

Company Press Release

Backbone, Outsourced and Satellite Service Providers Select Inktomi Traffic Server for Performance, Value-Added Services

ORLANDO, Fla.--(BUSINESS WIRE)--May 24, 2000--Inktomi Corp. (Nasdaq:INKT - news), developer of scalable Internet infrastructure software, today announced continued momentum for the Inktomi® Traffic Server® network cache platform as core infrastructure technology. Epoch Internet, Infonet Services Corporation and InterPacket Networks join the hundreds of access, backbone, hosting, content delivery and enterprise networks that use Inktomi Network Products to manage network growth, improve performance and offer new services such as content filtering, streaming media delivery, and content and application distribution.

Epoch Internet (www.epoch.net), the nation`s largest privately held Internet Service Provider (ISP), is deploying Traffic Server in its high-speed national backbone to accelerate Web download and response times, increase bandwidth efficiency, provide an enhanced quality of network service, and offer a broad range of value-added services. Infonet Services Corporation (www.infonet.com), a leader in providing outsourced global communications services to multinational enterprises and ISPs, is using Traffic Server to deliver higher performance, offer differentiated services and provide content delivery network solutions. InterPacket Networks (www.interpacket.com), a leading global satellite-based network providing high-speed backbone connectivity and content distribution worldwide, is deploying Traffic Server to deliver enhanced performance and optimized bandwidth savings at the transition points between its satellite and terrestrial networks.

Reinforcing Inktomi`s leadership in delivering intelligent network caching solutions for a wide range of service providers and enterprises, Inktomi Traffic Server provides a common platform across all networks. Inktomi`s infrastructure technology optimizes network performance and serves as a foundation for the delivery of content and applications at the network edge.

``InterPacket delivers its customers satellite-based capabilities that are one `hop` away from the Internet backbone,`` said Jon Gans, CEO of InterPacket Networks. ``Working as buffers on both sides of our satellite network, Inktomi Traffic Server allows us to capitalize on our high-speed network and deliver on the promise of broadband by dramatically increasing our customers` performance.``

``Inktomi`s leading Internet infrastructure technology powers the world`s largest and most demanding networks,`` said Vince Vannelli, senior vice president and general manager, Network Products Division at Inktomi. ``As a proven, scalable platform, Inktomi Traffic Server provides core caching functionality and a flexible infrastructure for the delivery of new services and applications at the edge of the network.``

Today`s announcement builds on the recent availability of version 3.5 of the Inktomi Traffic Server network cache platform and Content Delivery Suite(TM) distribution and management software. New features that support both enterprise and carrier-class networks include improved delivery of rich content types such as streaming media and applications, directory support for enterprise networks and customized logging capabilities for hosting and content delivery network providers. Inktomi`s industry-leading content delivery infrastructure is currently deployed by eight of the top nine Content Delivery Networks as well as by hundreds of service provider and enterprise customers.

About Inktomi Network Products

Inktomi Network Products provide key infrastructure technology to optimize the delivery of content and applications in service provider and enterprise networks. The Network Products family consists of Inktomi Traffic Server, the leading network cache platform, and the Inktomi Content Delivery Suite, a robust solution for content distribution and management. By embedding programmable intelligence into the network, Inktomi Network Products provide the infrastructure for ISPs, backbone companies, hosting providers, and enterprises to deliver new services to end users.

About Inktomi

Based in Foster City, Calif., Inktomi develops and markets scalable infrastructure software designed for ISPs, content delivery and hosting providers, Web portal and commerce sites, wireless operators and global enterprises. Inktomi`s portal services include the search, directory, and commerce engine applications; network products include the Traffic Server network cache platform, Content Delivery Suite and associated value-added service applications. Inktomi`s customer and strategic partner base today includes such leading companies as America Online, British Telecommunications, CNET, Excite@Home, Intel, iWon.com, Merrill Lynch, Microsoft, RealNetworks, Sun Microsystems and Yahoo! The company has offices in North America, Asia and Europe. For more information, visit www.inktomi.com.

Numero Due


Related QuotesINKT 107 9/16 +6 1/16
delayed 20 mins - disclaimerGet QuotesWednesday May 24, 8:37 am Eastern Time

Company Press Release
SOURCE: MobShop, Inc.

Inktomi Selects MobShop to Power Group Buying Feature

Alliance Provides Inktomi Commerce Engine With Group Buying Purchasing Power

SAN FRANCISCO, May 24 /PRNewswire/ -- MobShop, Inc. (www.mobshop.com), formerly Accompany, Inc., the pioneer in group buying on the web, and Inktomi (Nasdaq: INKT - news), developer of scalable Internet infrastructure software, today announced an alliance to integrate MobShop`s group buying technology with the Inktomi Commerce Engine.

Inktomi has selected MobShop to power group buying within Inktomi`s commerce infrastructure offering, which currently powers shopping services for more than 50 portals and destination sites. The Inktomi Commerce Engine allows users to compare merchandise based on features, price, and availability, as well as expert content and reviews, to help shoppers make informed purchasing decisions. Inktomi will now offer group buying as an added feature to its Commerce Engine partner sites by providing access into MobShop`s group buying network. Online shoppers will combine their purchasing power with consumers at other MobShop-powered sites including AOL, iVillage.com and ZDNet to obtain volume pricing from MobShop`s network of supplier partners.

The option to participate in group buying provides Inktomi partners with additional functionality and value to pass on to their customers who are searching for volume-based savings on consumer items in high demand. MobShop invisibly pools shoppers into time-limited group buying opportunities called Buy-Cycles(SM) wherein prices drop as more people buy. MobShop will work with Inktomi to offer the new group buying feature to its current and future customers.

``The addition of MobShop`s group buying feature into the Inktomi Commerce Engine adds even greater value and functionality to its already impressive commerce portfolio,`` said Jim Rose, co-founder and CEO of MobShop, Inc. ``With breakthrough Internet companies such as Inktomi realizing the attractiveness of the demand-aggregation model, it`s only a matter of time before all online shoppers demand the option to participate in group buying.``

``MobShop`s private-label group buying solution provides an attractive value-added service for the Inktomi Commerce Engine,`` said Stuart Spiegel, vice president and general manager of Inktomi`s commerce group. ``The integration of leading service offerings like MobShop extends the value of the Inktomi infrastructure platform for our customers, and puts powerful new tools like group buying into the hands of their users.``

About MobShop, Inc.

Founded in 1998, MobShop, Inc. created the MobShop Network, the Web`s first Group Buying Network(SM) of online communities. MobShop aggregates demand for products and services in real-time, using its patent-pending technology to empower communities and suppliers with private-branded group buying environments. The MobShop Network pools buyers from across the Web into time-limited group buying opportunities called Buy-Cycles(SM) wherein prices drop as more people place orders. The MobShop Network revolutionizes dynamic trade by affording consumers and small businesses alike the purchasing advantage traditionally reserved for large organizations who buy in volume. MobShop, Inc. is headquartered in San Francisco, with its development center in Toronto, Canada.

NOTE: MobShop, MobShop Network, Group Buying Network, and Buy-Cycle are service marks of MobShop, Inc. Other names mentioned may be trademarks or service marks of their respective owners.

SOURCE: MobShop, Inc.

german

[german]

Hier die 2. News von heute in der in diesem Land derzeit noch geltenden Landessprache, für die Einheimischen sozusagen :

Inktomi unterstützt den Massenkonsum

Inktomis [Nasdaq: INKT Kurs / Chart ] eCommerce-Software wird künftig den Zugriff auf das Powershopping-Angebot von MobShop ermöglichen. Dies teilte MobShop am Mittwoch vor Handelsbeginn mit. Beim Powershopping schließen sich Konsumenten zu einer Käufergruppe zusammen. Durch die größere Bestellmenge werden dann Mengenrabatte erzielt.

Zudem ermöglicht die Software das Suchen nach Schnäppchen indem sie die Internetseite mit dem günstigsten Preis für ein bestimmtes Produkt herausfiltert. Derzeit liefert Inktomi die Software an etwa 50 Internet-Unternehmen.

MobShop arbeitet bereits mit America Online [NYSE: AOL Kurs / Chart ], iVillage.com [Nasdaq: IVIL Kurs / Chart ] und ZDNet zusammen. Mit Hilfe der Kooperationspartner will MobShop seine Kundenzahl vergrößern, um selber Rabatte bei Großhändlern zu erzielen.

(Quelle: stock-world.de)

german

[german]

Die wichtigsten Entwicklungen bei INKTOMI seit Beginn 1999:

Inktomi Corporation
NASD : INKT
Sector: Technology
Industry: Software & Programming

May 10, 2000Inktomi Corp. announced the availability of the 3.5 versions of its Traffic Server network cache platform and Content Delivery Suite distribution and management software. The upgraded products add features that support both enterprise and carrier-class networks, including improved delivery of rich content types such as streaming media and applications, directory support for enterprise networks and customized logging capabilities for hosting and content delivery network providers.
------------------------------------------------------------------------
May 8, 2000Inktomi Corp. and Hewlett-Packard Company announced an alliance to enable Inktomi Traffic Server and Content Delivery Suite to run on HP-UX 11 and the HP 9000 server family. In addition, HP and Inktomi will explore further opportunities to integrate Inktomi Network Products with HP`s WAP gateway and HP OpenView products.
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May 4, 2000Inktomi Corp. and Nokia Networks, the infrastructure arm of Nokia Corporation, announced an agreement to deliver carrier-class infrastructure software for wireless network operators. This agreement will enable the delivery of wireless data services and applications to both current and Third Generation networks. Together, Inktomi and Nokia will provide operators with a scalable platform for offering mobile services, providing wireless subscribers worldwide with reliable access to content and applications.
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May 4, 2000Inktomi Corp. and Genuity Inc., a business unit of GTE Corp., announced a technology alliance to extend Genuity`s hosting infrastructure and content distribution services using Inktomi`s network products solutions. Under the alliance, Genuity plans to deploy Inktomi Traffic Server and Content Delivery Suite across its dedicated global network infrastructure, to enhance its Site Accelerator content distribution and streaming media services.
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May 4, 2000Inktomi Corp. and DoubleClick, Inc., an Internet advertising solutions company, announced an alliance to offer Inktomi`s portal and destination site customers an integrated solution for matching targeted banner advertising to keyword search results through DoubleClick`s Search category. This agreement will enable Internet portals to leverage their search keyword inventory using DoubleClick`s Network of sites while providing search results powered by Inktomi.
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May 2, 2000Inktomi Corp. announced alliances with Escalate Inc. and Vcommerce Corp., both providers of e-commerce services, to deliver e-commerce infrastructure solutions for portals and destination sites. The initiative will allow portals using the Inktomi Commerce Engine to create their own branded Portal Stores that link directly to manufacturers, enabling lower prices for online consumers and higher margins for portal-based commerce.
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April 27, 2000Inktomi Corp. and Vignette Corporation, a supplier of eBusiness applications, announced an alliance to integrate the Vignette V/Series eBusiness Platform with Inktomi Traffic Server and Content Delivery Suite. This agreement will enable content and commerce providers to manage the distribution, delivery and management of their Web content at the edge of the network. Vignette and Inktomi are in discussions regarding a range of integration points between the Vignette eBusiness platform and Inktomi`s Portal Services.
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April 11, 2000Inktomi Corp. announced its third generation search architecture, GEN3a, a scalable search index of highly relevant documents on the Internet. Designed to scale while maintaining performance as new workstations are added, GEN3 will provide portals and destination sites with a customized and highly relevant search index that leverages Inktomi`s relevance and WebMap technologies.
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March 22, 2000Inktomi Corp. and 3Com Corporation announced a strategic relationship to build a smart caching appliance as part of 3Com`s E-commerce initiative. 3Com and Inktomi will collaborate to integrate Inktomi`s Traffic Server network cache platform into 3Com`s SuperStack networking platform to improve the speed and responsiveness of Web-based content and services for small to mid-sized companies.
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March 14, 2000Inktomi Corp. and GWcom, developer of the byair.com Wireless Internet Platform and Portal Service, announced an alliance to enable advanced wireless commerce services on mobile phones and other handheld devices. The agreement will enable users to access e-Commerce capabilities through WAP-enabled mobile phones and wireless PDAs, spanning a range of products, merchants, and content.
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March 14, 2000Inktomi Corp. announced an initiative to deliver infrastructure software to wireless network operators, Internet portals and global enterprises for the delivery of next-generation mobile data services. Inktomi also announced six new alliances to expand its reach into the wireless space.
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March 8, 2000Inktomi Corp. announced that it has been selected to participate in the Sun Microsystems, Inc. Sun Developer Connection Startup Essentials program to deliver a turnkey, customizable search service for enabling startups to launch e-business portals. Inktomi`s search services will also be featured in the Sun Portal Essentials solution set.
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March 7, 2000Inktomi Corp. announced that NTL, a telecommunications operator, will integrate the Inktomi Traffic Server network cache platform into its access and backbone network.
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March 2, 2000Inktomi Corp. and e-lingo, an Internet-based translation platform, announced the integration of e-lingo`s translation platform with the Inktomi Search Engine to provide a translated search capability to Internet portals and destination sites catering to multi-lingual communities. The alliance between e-lingo and Inktomi provides a multi-lingual Web search and retrieval capability to Internet portals and destination sites.
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January 11, 2000Inktomi Corp. entered an alliance with Campus Pipeline Inc. to integrate the Inktomi Shopping Engine into the Campus Pipeline platform, an official campus intranet that connects students with their campus community, academic resources and administrative services.
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January 10, 2000Inktomi Corp. and Adero, Inc., a global content, application and e-commerce distribution services company, announced a strategic investment and an agreement whereby Adero will deploy over 1,500 Inktomi Traffic Server and Inktomi Content Delivery Suite nodes across and at the edge of Adero`s network-independent AderoWorld Service backbone.
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January 6, 2000Inktomi Corp. and ShopNow.com Inc., an e-commerce enabling company for business-to-business and business-to-consumer e-commerce, announced a broad online commerce infrastructure pact whereby ShopNow.com will integrate Inktomi`s e-Commerce services throughout the ShopNow Network.
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December 13, 1999Inktomi Corp. announced that the Inktomi Search Engine will be incorporated into MSN Search, MSN Web Communities MSNBC.com, MSN MoneyCentral, WindowsMedia.com, and key MSN international search services. Inktomi is also providing customized site search services for selected MSN services worldwide.
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December 8, 1999Inktomi Corp., Sun Microsystems, Inc., and Digital Island, Inc. announced an agreement intended to accelerate Web-site performance for consumers and e-Business Web sites. Under the agreement, Digital Island will deploy up to 5,000 Sun servers equipped with Inktomi`s Traffic Server and Content Delivery Suite, transforming the Internet into a rich infrastructure capable of supporting the demands of interactive e-Business. Sun will make a minority equity investment in Digital Island and Inktomi will make an additional investment in Digital Island.
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December 6, 1999Inktomi Corp. announced that Verio, Inc., a provider of Internet services, will integrate the Inktomi Traffic Server network cache platform into its content distribution service. Inktomi Traffic Server will provide Verio with the infrastructure for accelerating Web download response times, lowering bandwidth costs, and enabling a range of strategic new value-added services that Verio can offer its customers.
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November 16, 1999Inktomi Corp. announced an alliance with SAP AG, a provider of inter-enterprise software solutions, to deliver solutions for the emerging enterprise portal market. Inktomi`s Search and Directory Engines will be incorporated into mySAP.com Marketplace to provide navigation and research services optimized for business users.
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November 10, 1999Inktomi Corp. and Enron Communications, a wholly owned subsidiary of Enron, announced a strategic alliance in which the Inktomi Traffic Server cache platform will be integrated into the Enron Intelligent Network to offer high bandwidth capacity to support broadband content distribution and e-business services.
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November 1, 1999Inktomi Corp. announced the new versions of its network cache platform for the enterprise, the Inktomi Traffic Server E5000 and E200. Inktomi also announced that customers including Bristol Myers-Squibb, Merrill Lynch, and Sun Microsystems have selected Traffic Server E-Class as a cache platform for their global networks.
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October 25, 1999Inktomi Corp. and Mirror Image Internet, a subsidiary of The Scandinavia Company, announced an agreement to integrate Inktomi technology into the Mirror Image suite of instaDelivery Internet Services.
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October 25, 1999Inktomi Corp. announced alliances with software providers to deliver new value-added services on the Inktomi Traffic Server cache platform for service provider and enterprise customers. New partners include Appliant, Inc., The Fantastic Corporation, Funk Software, Secure Computing Corporation, StarBurst Software, and Symantec Corporation.
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October 12, 1999Inktomi Corp. announced that the Financial Times business portal, ft.com, will incorporate Inktomi Search and Directory Engines into its online offering.
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October 6, 1999Inktomi Corp. and iWon.com, a new, CBS-backed destination Internet portal announced an alliance under which Inktomi`s entire suite of portal services, Search, Directory and Shopping Engines, will be incorporated into iWon.com.
------------------------------------------------------------------------
October 5, 1999Inktomi Corp. announced that Adero, a global provider of Internet content and application distribution services, will integrate the Inktomi Traffic Server network cache platform and the Inktomi Content Delivery Suite into its AderoWorld Service network.
------------------------------------------------------------------------
September 20, 1999Inktomi Corp. announced an agreement with Microsoft to incorporate Windows Media Technologies into the Inktomi Traffic Server cache platform.
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September 16, 1999Inktomi Corp. announced that it has signed a definitive agreement to acquire WebSpective Software, a provider of content distribution and tracking software for approximately $106 million. Inktomi will acquire 100% of the outstanding stock and assume all stock options of WebSpective software in exchange for shares of Inktomi common stock, and will account for the transaction as a pooling of interests. The acquisition will enable Inktomi to extend its Traffic Server platform with the addition of new core technologies.
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August 11, 1999WealthHound.com, Inc., a financial web site, announced that it has signed an agreement under which Inktomi Corp. will provide WealthHound general and universal search capabilities, giving its users access to over 200 million documents presented in a relevance-ranked set of results.
------------------------------------------------------------------------
August 5, 1999YouthStream Media Networks announced that it signed an agreement to integrate Inktomi Corp.`s shopping engine into mybytes.com, YouthStream`s Web site for the college market.
------------------------------------------------------------------------
July 13, 1999Inktomi Corp. announced a strategic agreement with British Telecommunications plc (BT), a provider of on-line services for consumer and business use, to integrate the Inktomi Traffic Server network cache platform into BT`s next-generation Internet services. This agreement extends the existing infrastructure alliance between the companies, under which BT Internet properties including LineOne have adopted the Inktomi Search Engine, and BT provides hosting for Inktomi`s European search operations.
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June 15, 1999 Inktomi Corp. announced thehe Inktomi Directory Enginem that uses new technology, leveraging human intelligence to categorize documents within an automated Web directory. The new offering allows portal sites to blend in their own content and integrate advanced Web search and shopping capabilities into a single seamless solution, delivering an intuitive Internet experience to users.
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June 14, 1999America Online, Inc., the interactive services company, and Inktomi Corp. announced an expanded agreement to incorporate Inktomi`s search service into AOL`s next generation Web search products, which will be available on several AOL brands, including AOL, AOL.COM and AOL International properties.
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June 9, 1999 Inktomi Corp. announced that MobilCom AG, a German telecommunications company, has selected Inktomi to provide end-to-end infrastructure solutions for its Internet business. MobilCom will integrate the Inktomi Search Engine, Shopping Engine and Traffic Server network cache platform into its online services beginning this summer.
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April 22, 1999 Inktomi Corp. signed a definitive agreement to acquire Impulse! Buy Network, a developer of online merchandising software, whereby the Company will acquire 100% of the outstanding stock and assume all stock options of Impulse! Buy in exchange for 900,000 shares of Inktomi common stock. Additional financial terms were undisclosed.
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April 12, 1999 Inktomi Corp. and pcOrder.com, Inc., a provider of electronic commerce technology and content for the computer industry, announced an agreement to incorporate pcOrder.com`s computer product data into the Inktomi Shopping Engine.
------------------------------------------------------------------------
March 25, 1999 Inktomi Corp. announced eight new customers for its search services. BellSouth, chello broadband n.v., ComBus, Global DataTel, GoProfit, StarMedia Network, ThundaTech, and 4anything.com have forged agreements to incorporate Inktomi`s search platform into their online offerings, bringing Inktomi`s worldwide search engine customer base to over 25 portals and destination sites on five continents.
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February 10, 1999Inktomi Corp. announced a suite of new customizable services for its search engine offering. Using new premium services running on the Inktomi Search Engine platform including "Dedicated Search Clusters" and "Custom Data Blending," portals and destination sites can offer highly differentiated new capabilities incorporating their own custom data and communities.
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February 10, 1999Inktomi Corp. and British Telecommunications (BT) signed a non-binding letter of intent to form a strategic alliance through which BT will host Inktomi`s first European search cluster, and will use and have the rights to sales and distribution of Inktomi search services as part of its Internet solution portfolio. Implementation of the strategic alliance is subject to completion and execution of definitive written agreements.
------------------------------------------------------------------------
(Quelle: wsrn.com)

[german]

Hallo,

wer selbst ein wenig Research betreiben möchte, sei dieser Link empfohlen:

http://www.bcdforum.org/pr051900.html

Die Mitgliederliste liest sich wie ein Whoiswho der I-Nets.

Auch die White Papers des bcdforums sind interessant.

Viel Spaß

german

[german]

Hallo,

Amerindo (kennen einige aus dem Thread: Langfristige Nasdaq-Entwicklung im DowJones/Nasdaq-Board) legt neuen Fond auf:



TheStreet.com - Fund Watch 1
Fund Openings, Closings, Manager Moves: Bullish Amerindo to Launch Two More Funds



By Ian McDonald and Ilana Polyak
Staff Reporters


Even though his flagship Amerindo Technologyfund is down 45% over the past three months, portfolio manager Alberto Vilar says he`s so bullish on Internet stocks, he`s launching another Net fund next week.

"This correction spells a once-in-a-lifetime opportunity," Vilar said Thursday at a press conference called to tout the new B2B Internet fund, slated to launch Tuesday. Vilar`s $8 billion investment firm, which has been running tech and health care portfolios for institutional investors since the 1980s, also will launch a Health & Biotechnology fund next week. That sector has come down in the world too, but Vilar preferred to speak primarily about Internet stocks.

To say Net stocks are under pressure would be an understatement. Last year TheStreet.com Internet Sector index rocketed to a 184% return, but since peaking on March 10, the index is down more than 41%.

With all this blood in the streets, Vilar says he continues to believe, "We`re still in the bottom of the first inning."

He says he`s most excited about B2B, or business-to-business, companies, a category that includes software, telecommunications and e-commerce companies whose products and services help companies transact business with one another over the Web. He expects 50% of business-to-business commerce will eventually be done over the Internet. In that area his top pick is software shop Ariba (Nasdaq: ARBA - news) .

He also likes Exodus Communications (Nasdaq: EXDS - news) , Inktomi (Nasdaq: INKT - news) and Verisign (Nasdaq: VRSN - news) .

On average, these stocks are down 53.8% since March 10. Vilar says that just means they`re selling at "bargain basement prices." He believes the current correction is nearly over, clearing the path for many of the stocks to run up 50% to 100% from their lows.

He might be right, but investors should clearly take his comments with a basketball-sized hunk of salt. Vilar has posted stunning returns, but sector fund managers can sound a lot like cheerleaders when they talk about the industries where they invest for a living. No matter how bullish Vilar is, investors smarting from the correction might stay on the sidelines.

"I think it`s going to be a tougher sell than it would`ve been four months ago," says Scott Cooley, the Morningstar analyst who covers Amerindo Technology.

It`ll take guts for investors to buy shares of his new Net fund. That`s because he and co-manager Gary Tanaka have a pretty concentrated and risky style. They typically build a portfolio of core stocks and bet big on them. Single positions routinely have double-digit weightings in the fund.

Those risks could be ratcheted up in these two new funds since each focuses on narrow slices of the tech and health care sectors. And if you already own the flagship, you probably won`t need to bother with B2B since Vilar estimates the two funds` portfolios might have up to 60% overlap.

[german]

Wettbewerber von INKTOMI - nach Marktkapitalisierung geordnet:

Competitors: Inktomi Corporation   
Rank |   Market Capitalization  
Symbol Company Name Market

Cap($000)
AOL AMERICA ONLINE INC $111,423,270
YHOO YAHOO INC $60,879,522
EDS ELECTRONIC DATA SYS CORP NEW $28,822,179
CSC COMPUTER SCIENCES CORP $15,039,143
EXDS EXODUS COMMUNICATIONS INC $12,783,160
INKT INKTOMI CORP $11,229,452
NSOL NETWORK SOLUTIONS $9,469,659
UIS UNISYS CORP $7,376,750
ATHM AT HOME CORP $7,024,095
LCOS LYCOS INC $6,484,749
NCR NCR CORP NEW $3,882,860
PSIX PSINET INC $3,680,464
SCNT SCIENT CORP $3,080,885
INSS INTERNATIONAL NETWORK SVCS $2,847,989
SEEK INFOSEEK CORP $2,369,309
ELNK EARTHLINK INC $2,262,488
PXCM PROXICOM INC $2,169,141
MAST MASTECH CORP $2,166,583
GLC GALILEO INTL INC $2,085,975
CNCX CONCENTRIC NETWORK CORP $1,974,943
MSPG MINDSPRING ENTERPRISES INC $1,920,378
FCST FLYCAST COMMUNICATIONS CORP $1,857,713
ABDR ABACUS DIRECT CORP $1,798,235
CPTH CRITICAL PATH INC $1,780,446
INCY INCYTE PHARMACEUTICALS INC $1,560,286
AMSY AMERICAN MGMT SYS INC $1,551,379
SIFY SATYAM INFOWAY LTD $1,422,741
TTN TITAN CORP $1,420,188
GNET GO2NET INC $1,304,110
RAZF RAZORFISH INC $1,254,510
RTHM RHYTHMS NETCONNECTIONS(IPO) $1,183,566
STRM STARMEDIA NETWORK INC $964,090
CBR CIBER INC $941,160
ELIX ELECTRIC LIGHTWAVE $866,680
SYKE SYKES ENTERPRISES INC $809,275
NZRO NETZERO INC $799,405
FDS FACTSET RESH SYS INC $783,835
ITVU INTERVU INC $782,098
GTK GTECH HLDGS CORP $770,039
INIT INTERLIANT INC $718,755
BOUT ABOUT COM INC $673,474
IMRS IMRGLOBAL CORP $599,562
BARZ BARRA INC $571,030
CATP CAMBRIDGE TECH PTNRS MA INC $473,835
PCTI PC-TEL INC $469,066
SYNT SYNTEL INC $465,200
DBT DBT ONLINE INC $449,285
PSIXP PSINET INC $418,600
QRSI QRS CORP $376,927
CDBR CAREERBUILDER INC $369,314
WGAT WORLDGATE COMMUNICATIONS INC $355,542
ATHY APPLIEDTHEORY CORP $347,495
DTLN DATA TRANSMISSION NETWORK CP $346,121
CSGP COSTAR GROUP INC $321,258
TFSM 24 / 7 MEDIA INC $317,989
MAIL MAIL COM INC $312,400
LTBG LIGHTBRIDGE INC $312,026
PEGS PEGASUS SYSTEMS INC $310,575
SPLN SPORTSLINE USA INC $281,819
MPTH MPATH INTERACTIVE INC $270,363
JWEB JUNO ONLINE SVCS INC $268,530
HSAC HIGH SPEED ACCESS CORP $264,423
PSWT PSW TECHNOLOGIES $229,032
DIAL DIALOG CORP $227,202
DCTI DIGITAL COURIER TECH $169,867
ZMBA ZAMBA $167,089
TSK COMPUTER TASK GROUP INC $165,695
LUMT LUMINANT WORLWIDE CORP $164,919
MISI METRO INFORMATION SVCS $162,046
TSCM THESTREET.COM INC $144,833
PILT PILOT NETWORK SVCS INC $144,505
LOIS LOISLAW COM INC $144,176
TERA TERA COMPUTER CO $141,734
MESG MESSAGEMEDIA INC $139,358
THNK THINK NEW IDEAS INC $132,877
TSCN TELESCAN INC $132,032
HCIA HCIA INC $129,620
CERO PSW TECHNOLOGIES $104,759
LAUN LAUNCH MEDIA INC $101,081
IQST INTELLIQUEST INFO GROUP INC $99,700
IZAP ZAPME CORP $93,487
SUPC SUPERIOR CONSUL HLDGS CORP $92,966
SRCM SOURCE MEDIA INC $81,010
MECN MECON INC $78,463
EWEB EUROWEB INTERNATIONAL CORP $72,672
RMII RMI NET INC $71,825
ONDI ONTRACK DATA INTL INC $71,606
AVRT AVERT INC $64,409
TIER TIER TECHNOLOGIES $64,186
APLN ATPLAN INC $58,963

Quelle:http://www.zdii.com/sec_KEY.asp?ticker=INKT

[german]

Ein ganz nettes Kurzporträt von unter

http://www.forbes.com/tool/html/00/mar/0322/feat.htm

german

[german]

Für die Radiohörer:


ON24/TheOnlineInvestor: Spotlight: Inktomi, Arms Merchant to the Web Wars
Friday June 2, 11:29 am Eastern Time
Brought to you by ON24

http://biz.yahoo.com/oo/000602/25985.html

[german]

Hallo,

Infrastruktur-Unternehmen werden hier unter die Lupe genommen. INKT auch - wichtigste Satz ist fett:


Home - Yahoo! - My Yahoo! - News Alerts - Help
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Sunday June 4 2:40 PM ET

Internet Builders Lead Market Recovery

By Dick Satran

SAN FRANCISCO (Reuters) - From the rubble of the Internet stock sell-off, it`s the builders leading the recovery.

The companies that provide technology for setting up e-commerce are proving the most durable players in the new economy -- holding up much better than ones that generate revenue directly on the Internet, either through online sales, advertising or by taking a cut of business transactions.

The ``plumbers`` or the ``picks-and-shovel`` people, as they`ve long been known, have soared in the aftermath of the April-May plunge, as newly chastened investors look for companies that are ``safe bets`` -- able to grow and profit no matter who wins the e-commerce battle of the next decade.

 Speak your mind
Discuss this story with other people.
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(Requires Yahoo! Messenger) But in this year`s 40-percent Nasdaq plunge, even the safest of the safe, companies like Cisco Systems Inc. (NasdaqNM:CSCO - news), Sun Microsystems Inc. (NasdaqNM:SUNW - news) and Oracle Corp. (Nasdaq:ORLC - news) whose products are the basic building blocks of the Internet, were hammered by investors` doubts.

Fast-growing start-ups without the decade-long track record of the tech giants were hit even harder, with some falling as much as 75 percent from their peaks earlier this year.

In the past week`s rebound, though, it`s the smaller ``pure-play`` Internet builders that have gained the most, climbing 30 percent to 40 percent in a week`s rally that saw Nasdaq recover 19 percent.

A few of the nuts-and-bolts Internet companies illustrate the trend. Broadcom Corp. (NasdaqNM:BRCM - news), which makes chips used widely for networking, climbed 42 percent during the week; JDS Uniphase Inc. (NasdaqNM:JDSU - news), an optical networking components company whose products are boosted by the Internet`s growth, climbed 50 percent in the week. Network Solutions Inc. (NasdaqNM:NSOL - news), the main registry for Internet names, soared 52 percent.

All those big gainers are viewed as virtually indispensable parts of the Internet ``infrastructure`` -- and they are models that scores of other companies, producing both hardware and software, want to follow.

``There`s nobody that wouldn`t want to be identified that way,`` said Arnold Berman of WitSoundview.

But for investors, that`s going to be an increasingly difficult problem, as the definition proves ever more elastic, and more companies try to fit themselves into it, including everyone from over-eager content companies to legacy chipmakers.

Some are being clearly deceptive -- others are falling into a gray zone. Inktomi Inc. (NasdaqNM:INKT - news), known as a search engine technology company, produces network caching technology that gives it Internet ``builder`` status.

InfoSpace Inc. (NasdaqNM:INSP - news), a software that helps create Web sites and interfaces, sells itself as ``a leading global provider of information and commerce infrastructure services.`` But it has no central role on the Internet.

Commerce One Inc. (NasdaqNM:CMRC - news) and Ariba Inc. (NasdaqNM:ARBA - news), as builders of e-commerce marketplaces and Internet-based order systems are also often put into the category, though some would debate that they play a central role. Digital Island Inc. (NasdaqNM:ISLD - news) and Akamai Technologies Inc. (NasdaqNM:AKAM - news) are companies with technology that speeds and improves performance of Web sites, but they are not essential elements of the network, and both have competitors.

But beyond the problem of defining which are the true infrastructure stocks, says Christine Nairne of online investment bank E+Offering, investors must deal with a high level of market volatility in a sector that still has relativelyhigh valuations and expectations for continuing strong growth.

``The whole market swing phenomenon has provided people with an opportunity for taking a closer look at what they are buying and selling,`` said Nairne. ``If the market goes down, these (infrastructure) names will go down a lot, and if market sentiment continues to be generally positive, these types of high growth stand to benefit a lot.``

Berman says he looks for companies that have the critical mass to become much larger and win dominance in the shootout over the technology that will rule on the Internet. Once they attain that status, they become an essential ingredient for everybody doing business on the Web.

``The real attraction of these stocks is that even if the economy slows, nobody is going to stop building their e-commerce capabilities,`` said WitSoundView`s Berman. ``There is no corporate spending priority in the world that`s higher than e-commerce right now.``

But figuring out who will be the essential builders of the new economy is more difficult. In a sense, Berman, said, the companies will define it themselves by showing strong results over the year ahead. Those who slip up are likely to just disappear.

``Definitely, over time, there will be a shakeout,`` agreed Nairne. ``But it`s going to happen at different times in different sectors.``

german

[german]

6/2/00 1:40:00 PM
Source: Bloomberg News

New York, June 2 (Bloomberg) -- America Online Inc. and Yahoo! Inc. will be good investments even though Internet shares are likely to have a ``rough`` next few months, Merrill Lynch & Co. Internet analyst Henry Blodget said.

``This year has been brutal`` Blodget said in a speech late yesterday at Merrill`s New York office. ``Only the strong will survive.`` Internet stocks could go lower if investor sentiment remains negative, Blodget said.


Other companies Blodget sees as good investments include: Amazon.com Inc., eBay Inc., HomeStore.com Inc., Inktomi Corp., Ariba Inc., and InfoSpace Inc. Blodget, whose analysis is closely watched by investors, covers America Online, Yahoo and 27 other Web companies. He said the middle of the year could provide the best buying opportunity.

german

[german]

News von heute:


Monday June 5, 6:02 am Eastern Time

Company Press Release
SOURCE: AlterEgo Networks Inc.

AlterEgo and Inktomi Sign Agreement to Deliver Scalable Infrastructure For Wireless Internet

Inktomi Traffic Server(R) Enables Intelligent Web Content Adaptation And Delivery for Leading Adaptive Network

REDWOOD CITY, Calif. and FOSTER CITY, Calif., June 5 /PRNewswire/ -- AlterEgo Networks Inc., the leading provider of Adaptive Network Services(TM) for the wireless Internet, and Inktomi Corp. (Nasdaq: INKT - news), developer of scalable Internet infrastructure software, today announced an agreement to deliver a service-based network infrastructure designed specifically for adapting and delivering web content to the millions of wireless users worldwide. AlterEgo`s Adaptive Network Services provides e-businesses, including content producers, e-retailers, and global enterprises, with the ability to adapt their original web content and applications for fast, scalable delivery to any wireless device.

Under this agreement, AlterEgo Networks will expand its existing deployment of the Inktomi® Traffic Server® network cache platform throughout its Adaptive Network. This integration will enable the delivery of highly relevant and differentiated web content to multiple wireless devices, including PDAs, mobile phones, pagers, laptop computers and a range of Internet appliances.

``We are very pleased to extend our relationship with Inktomi to leverage the Traffic Server network cache platform and powerful API to build new, differentiated services for our customers,`` said Richard Ling, president and CEO of AlterEgo Networks. ``With the launch of the AlterEgo Adaptive Network Services, AlterEgo enables e-businesses to conveniently bring the power of the Internet to consumers anywhere, on virtually any mobile access device.``

``Today`s agreement with AlterEgo supports Inktomi`s commitment to deliver high performance wireless access and next generation mobile data services,`` said Vince Vannelli, senior vice president and general manager, Network Products Division at Inktomi. ``The Inktomi Traffic Server platform is a key component in the build out of the wireless Internet infrastructure.``

Inktomi Traffic Server: Content Delivery Solution for Wireless Internet

AlterEgo has created a network-based infrastructure that intelligently adapts web content and then finds the fastest and most effective route to distribute that content to a variety of wireless Internet access devices. The network is comprised of nine Adaptive Network Clusters, or nodes, co-located with InterNAP`s P-NAPs (private network access points) strategically located throughout the U.S. Each of these nodes has servers that address content adaptation, image transformation, bandwidth detection and intelligent routing. Each Adaptive Network Cluster uses the power of Inktomi Traffic Server to process and store requested content within its distributed nodes. By leveraging Inktomi`s caching technology, AlterEgo reduces latency by processing and completing user information requests through cached data stored in the node closest to the user.

Inktomi Network Products: Enabling the Wireless Internet

Inktomi Network Products provide key infrastructure technology to optimize the delivery of content and applications for service provider, enterprise and wireless networks. The Network Products family consists of Inktomi Traffic Server, the leading network cache platform, and the Inktomi Content Delivery Suite, a robust solution for content distribution and management. By embedding programmable intelligence into the network, Inktomi Network Products provide the infrastructure for ISPs, backbone companies, hosting providers, and enterprises to deliver new services to end users.

About Inktomi

Based in Foster City, Calif., Inktomi develops and markets scalable infrastructure software designed for ISPs, content delivery and hosting providers, Web portal and commerce sites, wireless operators and global enterprises. Inktomi Portal Services include the search, directory, and commerce engine applications; Network Products include the Traffic Server network cache platform, Content Delivery Suite and associated value-added service applications. Inktomi`s customer and strategic partner base today includes such leading companies as America Online, British Telecommunications, CNET, Excite@Home, Intel, iWon.com, Merrill Lynch, Microsoft, RealNetworks, Sun Microsystems and Yahoo! The company has offices in North America, Asia and Europe. For more information, visit www.inktomi.com.

About AlterEgo Networks

AlterEgo Networks is the leading provider of Adaptive Network Services(TM) for the wireless Internet. The company provides the first scalable, service-based network that unobtrusively adapts and distributes rich, customized web content and delivers it at high speeds to users accessing the Internet via a variety of wireless and connected devices, including PDAs, cell phones, pagers and Internet appliances. The Adaptive Network, and the Adaptive Network Services it provides, are designed to help e-businesses -- content-producers, e-retailers and global enterprises -- exploit the enormous potential of the wireless web by enabling the delivery of content, applications and services to any device, anywhere in the world. The company is based in Redwood City, Calif., and is privately held. For more information on AlterEgo Networks visit the company`s web site at www.aego.com.

NOTE: Inktomi, Traffic Server, Scaling the Internet and the tri-colored cube logo are all trademarks or registered trademarks of Inktomi Corporation. All other company and product names referenced herein are the trademarks or registered trademarks of their respective holders.

SOURCE: AlterEgo Networks Inc.

[german]

Ein interessanter Vergleich von Altavista und Inktomi, wobei der reine Vergleich der Search-Engines nicht so aussagekräftig ist:

AltaVista searches for brand focus
CEO Schrock sheds light on company’s image
By Bambi Francisco, CBS.MarketWatch.com
Last Update: 10:22 PM ET Jun 6, 2000 NewsWatch
Latest headlines

NAPA, Calif. (CBS.MW) - It’s the seventh-inning stretch of the Internet economy and perhaps one of the best times to reassess, re-evaluate and take hold of the momentary pause to build up a winning branding strategy.

Palo Alto, Calif.-based AltaVista (ALTA: news, msgs) is taking the opportunity to do just that in hopes of putting its best image forward when its postponed IPO goes to bat again.

Detailing the company’s strategy for the first time in an interview with CBS MarketWatch.com, AltaVista Chief Executive Rod Schrock said that AltaVista should be viewed as a “knowledge-based portal, or a Web-wide knowledge resource.”

By pounding that message, Schrock hopes it will sink in and stick with investors by the time the company hits the IPO road show again. The offering, which would have created a $2.8 billion company in market value, was pulled in mid-April due to market conditions.

At bat again

Keeping his chin up, Schrock predicted that AltaVista will “likely list on the Nasdaq before the end of the year.”

The Net economy is “in the seventh-inning stretch of Game 1 of The World Series. And the Internet economy is the World Series,” he said, hopeful that the market will turn up once again.

Schrock was among the panelists of Net CEOs discussing branding strategies in light of the recent market downturn at a Jupiter Communications Mindshare conference held in the Napa Valley.

Now, it’s time for companies to become healthier, he said. “We’re confident in the long-term prospects of the Net economy and AltaVista.” There’s “no refuting the prospects of either,” he added.

The prospects for AltaVista, however, have been up in the air of late and it’s not all due to its postponed IPO. Late last year, AltaVista appeared to strike out after its decision to shift away from its search roots to compete in the portal space.

Market conditions are out of anyone’s control, but not carving out a brand or market niche that hits home.

A knowledge portal?

Schrock believes that by positioning the company as the penultimate search site, its story will be stronger.

Unlike major portals, such as Yahoo (YHOO: news, msgs), AltaVista is not a destination site, but a portal in the “true sense of the word in that we’re a window to the Web,” he said. Portals try to keep users on the site as long as possible opposed to AltaVista’s efforts to send users back out to the Web, he said.

It’s a difficult proposition to grasp in light of conventional wisdom calling for ad-supported portals to keep users on the site as long as possible.

Schrock maintains, however, that “advertisers love what we do,” because search result pages deliver a better proposition to advertisers. “Search pages are the most valuable real estate and our revenue-per-page is 2.5 times greater than Yahoo’s,” he said.

Moreover, AltaVista’s search database is one of the largest, according to the company. Its search technology indexes 350 million pages, more than double that of search engine rival Inktomi (INKT: news, msgs).

While not outright claiming that the company is the leader in delivering search results, Schrock pointed out that AltaVista is delivering 50 million search queries a day or 5 billion a quarter, according to the company’s internal data.

In the rankings

AltaVista.com had 10.4 million unique visitors retrieving the site from home in April, up from 7.9 million six months ago, according to Nielsen NetRatings. By comparison, ExciteAtHome (ATHM: news, msgs) grew its November unique-user base of 9.7 million to 10.7 million.

Still, AltaVista.com has been unable to move up significantly in the rankings. It’s ranked eighth in Nielsen’s top-ten most popular search and portal sites for much of the past six months.

The new branding focus could change that as its peers carve out their niches, such as Disney’s Go.com’s (GO: news, msgs) family-friendly image.

Underscoring its intent to dominate search, AltaVista earlier this month unveiled a new search engine site called Ragingsearch, accessible at www.raging.com. It’s an effort to seize the demand for better quality and faster search results that sites such as www.google.com have benefited from. Coincidentally, the sites look very similar.

Because Raging.com strips the pages of graphics, it retrieves results 20 percent faster than rival sites, according to Schrock. The advertising on those pages will be sold as text links as opposed to banner ads.

B2B search strategy

AltaVista is also trying to re-ignite its private label search business, which had hit a bump in the road in late December when the company decided to compete with its customers, the portals.

Recall, that decision paved the way for Inktomi (INKT: news, msgs) to win back Microsoft’s heart from AltaVista this past December. Inktomi is now the underlying search platform for AOL, Yahoo and Microsoft, processing about 3.4 billion queries in the first quarter.

“Inktomi is strong in the portal market,” Schrock said, explaining that there are three segments in the search business. AltaVista will focus on providing the back-end search engine for commerce companies and corporations seeking to add a search function to corporate intranets.

Earlier this year, the company established a small sales force of about 10 people to hit the pavement and sell to commerce companies and corporations.

It’s unclear how big the corporate Intranet market will be for search applications, according to some analysts. But for now, AltaVista appears to be building up its client list in the commerce sector. They include Amazon.com (AMZN: news, msgs), Buy.com (BUYX: news, msgs), Ariba (ARBA: news, msgs), Borders.com and Nordstrom, he said.

“It’s a huge and growing opportunity,” he said. “Clearly, we’re the leader there,” he added, pointing out that licensing revenue grew nine-fold in the last nine months.

Focus on profitability

By the time AltaVista greets investors during an IPO road show, Schrock is hopeful the circumstances will be more auspicious than in mid-April.

AltaVista’s U.S. operations could be profitable before the end of the year, well before the company would need to raise cash, said Schrock.

Even so, deep-pocketed CMGI (CMGI: news, msgs), has the resources if needed. CMGI bought an 83-percent stake in AltaVista for $2.3 billion in ’99. CMGI has $500 million in cash and $7 billion in marketable securities, said Schrock.

Moreover, the IPO is a “marketing event,” for the company, he said emphatically. “There’s no need to rush because we’re not strapped for cash.”

Schrock is also confident that top-line growth will maintain its heady pace. The company’s quarterly sales have “outpaced” its peers in the last seven straight quarters, he pointed out. That peer group includes ExciteAtHome (ATHM: news, msgs), Go and Lycos (LCOS: news, msgs).

In the two most recent quarters in the company’s S-1 filing, AltaVista reported top-line growth of 50-plus percent. In its third quarter ending January, AltaVista reported sales of $50.9 million, of which $47 million came from advertising and licensing fees. Those divisions are not broken down.

AltaVista also prides itself on its ability to penetrate the global market, where traffic growth is far and away outstripping that of the United States. AltaVista had 60 million unique visitors in its fiscal third quarter, of which 55 percent came from outside the United States. Only 10 percent of sales come from overseas.
------------------------------------------------------------------------
Bambi Francisco is Internet editor of CBS.MarketWatch.com.

[german]

INKT bei Sun Microsystems iForce vertreten:

SUN MICROSYSTEMS: Sun Microsystems assembles industry-leading partners in itsiForce Solution Set for Mobile Wireless Internet; Portfolio cuts through thenoise to deliver the best solutions for the creation, delivery and management ofmobile wireless por
Wed Jun 07 08:33:00 EDT 2000



JUN 7, 2000, M2 Communications - ATLANTA, GA -- Sun Microsystems, Inc. today
unveiled its iForce[sm] Solution Set for Mobile Wireless Internet. This growing
portfolio, which was defined by Sun and developed with solutions from Sun and 19
other important innovators that are shaping the mobile wireless industry, is
designed to provide enterprises, content providers and service providers with a
flexible and powerful infrastructure for deploying wireless-enabled portals and
services. Through the iForce wireless solution set, customers are able to
develop and deliver secure, personalized and localized information,
communication, commerce and entertainment services to customers on a wide
variety of wireless devices and platforms.

In addition, the iForce wireless solution set - which includes solutions from
Sun, 724 Solutions Inc.; Aether Systems, Inc.; AirFlash; Art Technology Group
(ATG); BroadVision; Cambridge Positioning Systems; enCommerce; Entrust
Technologies; Everypath, Inc.; Inktomi Corp.; iPlanet E-Commerce Solutions, a
Sun-Netscape Alliance; Nokia; Peramon; Phone.com; Portal Software; Siebel
Systems; SignalSoft; Spyglass and Vignette - will be incorporated into Sun`s
iForce[sm] Ready Center, first in the Menlo Park, California, center. The iForce
Ready Center will help Sun customers evaluate a wireless approach that best fits
their business needs, which can help reduce application design and development
time, reduce costs, and ensure faster time-to- market.

"Sun`s vision for enabling a networked world is more true today than ever," said
Doug Kaewert, vice president, Market Development at Sun Microsystems, Inc. "In
pulling together the best of industry partner technologies for our iForce
wireless solution set initiative, Sun is helping companies easily create their
ideal, end-to-end mobile wireless infrastructure for delivery of content and
services to their consumers anywhere and on any device." With its wireless
portfolio, Sun continues its leadership position in delivering the products,
technologies, services, partnerships and programs which cater to the unique
needs of the worldwide mobile market.

Maximum Flexibility, End-to End Since wireless application and services delivery
requirements vary by customer and by industry, the iForce wireless solution set
was designed to give customers maximum flexibility.

The solutions in this wireless portfolio are those that have earned Sun`s
recognition for excellence in their field. The iForce wireless solution set
features mobile wireless solutions that are based on industry- leading and open
standards and technologies such as eXtensible Markup Language (XML), Wireless
Application Protocol (WAP) and Java[tm] technology, and address the key market
segments that comprise an end-to-end wireless application infrastructure
solution: Platform, System and Enterprise Infrastructure - Sun`s proven
Solaris[tm] Operating Environment and massively scalable enterprise and
carrier-grade UltraSPARC[tm] platforms, combined with industry- leading
enterprise and Web solutions, provide for the most robust, scalable and secure
wireless Web application foundation.

Wireless Internet Servers and Gateways - Wireless Internet servers and gateways
bridge today`s wireless voice communications networks with the Internet for the
delivery of wireless content and data services onto digital mobile phones and
other wireless terminals.

Industry partner solutions that are part of the iForce wireless solution set
include Nokia`s WAP Server, Peramon`s WAP Gateway and Phone.com`s UP.Link Server
Suite.

Wireless Portal Infrastructure - iPlanet[tm] Wireless Server solution provides a
scalable, standards- based platform for delivering mobile data services, like
messaging, calendaring and directory services, as well as a modular, extensible
architecture for developing advanced, value-added services. To complement the
iPlanet Wireless Server solution, the iPlanet[tm] Portal Server brings together
online communities of connected users by providing personalized, more secure
aggregation of content and seamless integration with back-end applications.

Wireless Content Publishing and Personalization - ATG Dynamo, BroadVision
One-to-One and Vignette V/5 are leading solutions for commerce and content
infrastructure and enable the personalization of wireless services and
applications.

Content Transformation and Transcoding - Spyglass Prism enables the
transformation of Internet content from XML or HTML into a variety of wireless
content formats, such as Wireless Markup Language (WML), Compact HTML (C-HTML),
Mobile Markup Language (MML), as well as other formats.

Performance and Content Delivery - Infrastructure software products from Inktomi
Corp. including Traffic Server[tm], Network Cache Platform and Content Delivery
Suite enable faster and on-time access to wireless content and applications by
storing frequently accessed data closer to the network edge or the end-user.

Wireless Location Infrastructure - Wireless location servers provide network
operators with the ability to determine the location of mobile subscribers in
order to provide them with relevant content and services. SignalSoft`s
local.info and Cambridge Positioning Systems` CURSOR are key location solutions
in Sun`s portfolio of wireless solutions.

Security, Authentication and Authorization - Sun has incorporated Entrust.net
WAP Server Certificates from Entrust, getAccess from enCommerce, and iPlanet`s
Sun SecureNet solution into its portfolio for the security and integrity of
eBusiness data on wireless information, communications and transactions.

Wireless Billing and Customer Care - To address the wireless service providers`
need to develop and incorporate flexible billing and customer support
capabilities, Sun has included Siebel System`s Wireless eBusiness applications
and Portal Software`s Infranet in its iForce Solution Set.

Wireless Application and Content Services - Wireless application and content
service providers enable customers with turn-key, custom, and hosted wireless
applications and content. Key applications include financial services, telco,
search, directory, location-based information and enterprise work-force
automation. iForce wireless solution set members delivering these solutions on
the Solaris Operating Environment platform include 724 Solutions, Aether,
Everypath and AirFlash.

Professional Services - New Sun[sm] `.Com` Consulting Services for Wireless
Service Providers helps customers build network services platforms that can
handle massive scale with confidence. Sun platforms can securely and reliably
support accelerated growth requirements and can be designed to fulfill a wide
range of accessibility requirements. Sun consultants help customers design and
deploy an integrated solution that enables maximum performance, high
availability, orders-of- magnitude increases in scale, and the flexibility to
adapt to ever changing business and technical requirements.

More solutions, enabling specific vertical and horizontal application and
industry needs, will be added to the portfolio based on identified market need
and qualified application and technology availability.

iForce Ready Center: Painless Solution Trial and Infrastructure Design Customers
who need hands-on, in-person help to dot-com their businesses, can take
advantage of Sun`s iForce Ready Centers, which conduct proof-of-concept
demonstrations of Sun and industry partner solutions. The center provides
customers with architectural blueprints or guidelines for the design,
development and deployment of dot-com services on the Sun platform. This center
can assist Sun customers with everything from brainstorming the technological
options for creating a wireless infrastructure, to quick proof-of-concept
implementation, to actual pilot programs.




About iForce Solution Sets

An iForce Solution Set is an aggregation of established best-of-breed
applications that are scalable, easy to customize and follows open standards.
These portfolios of solutions give customers a jump on the dot-com process by
providing a scalable, proven blend of software, hardware, networking, financing
and consulting services all in one simple, manageable relationship. In addition
to the iForce wireless solution set, Sun today announced iForce Solution Set for
IBPP (see "Sun Microsystems, iPlanet, VeriSign and Portal Software Launch the
iForce Solution Set for Internet Bill Presentment and Payment"). Previously, Sun
announced the iForce Solution Set for Retail and the iForce Solution Set for
Portals. By design, Sun iForce Solution Sets are a growing community of products
and technologies that cut through the noise in the marketplace by identifying
the best in their class, helping enterprises to immediately fulfill their
eBusiness strategies and compete more effectively in the Internet economy.
iForce Solution Sets can help a company create a sustainable dot-com business
advantage while reducing risk, shortening time-to-market and minimizing the
dot-com investment.




Availability

The iForce Solution Set for Mobile Wireless Internet is now available through
participating solution providers and will be shown at Sun`s iForce Ready Center.
For more detailed information including technical specification, white papers,
and sales contacts please visit http://www.sun.com/iforcewireless/" target="_blank" rel="nofollow ugc noopener">http://www.sun.com/iforcewireless/ iForce
Solution Set for Mobile Wireless Internet Participant Testimonials iPlanet
E-Commerce Solutions, a Sun-Netscape Alliance "A consistent, complete set of
solutions like the iForce portfolio will significantly accelerate delivery of
standards-based mobile services. iPlanet contributes an tremendous track record
of internet and service provider success, and we look forward to working even
more closely with the iForce solutions providers going forward to continue
driving wireless market expansion," Dr. Stuart Wells Senior Vice President
iPlanet E-Commerce Solutions




724 Solutions, Inc.

724 Solutions believes in empowering consumers by providing access to the
information that is most important to them - on any mobile device. Working with
industry-leading partners such as Sun Microsystems, we continue to build upon
our highly scalable, secure and robust financial services platform to enable
financial institutions to deliver a personalized wireless offering. Being part
of Sun`s iForce Solution Portfolio for Mobile Wireless Internet provides us with
a new channel to reach our customers and, ultimately, consumers around the
world." Greg Wolfond Chief Executive Officer 724 Solutions Inc.

AirFlash "AirFlash is a leading provider of wireless location-based content and
m-Commerce infrastructure for mobile carriers and portals. We are very excited
that Sun selected AirFlash as part of its iForce solution set because of our
ability to provide uniquely compelling location-based content for mobile users."
Rama Aysola Founder and CEO AirFlash, Inc.

Art Technology Group (ATG) "We are pleased to deepen our partnership with Sun by
having ATG`s Dynamo Product Suite be part of the iForce solution set because of
the clear value the portfolio brings to customers. The wireless channel presents
a tremendous opportunity for e-businesses and Dynamo allows those companies to
fully capture the value of personalized customer relationships over the wireless
Web today.

Our commitment to industry standards, including J2EE(TM), makes it possible for
businesses to quickly launch multi-channel applications built on the Dynamo
Product Suite with the flexibility to readily inter-operate with third party
solutions and the scalability to keep up with hyper growth." Joseph Chung CTO
Art Technology Group

BroadVision "BroadVision provides a comprehensive suite of integrated and
personalized e-business applications that have enabled many customers to
leverage targeted Web-to-wireless today. Delivering that information via
wireless devices creates increased performance demands as more users access the
Web from anywhere. BroadVision`s current live customers prove the applications,
on a Sun platform, support this demand." Simon King Vice President, Products
BroadVision, Inc.

Entrust Technologies "Sun`s Wireless Solutions portfolio consists of
best-of-breed technology designed to help customer organizations do business
anywhere, anytime, using the device of choice. As one of the first companies to
deliver digital certificates to enable trusted wireless transactions, we`re
pleased to contribute solutions to the Sun portfolio to secure the integrity of
e-business transactions and communications for customers." Bob Heard Senior Vice
President, Marketing and Business Development Entrust Technologies

EveryPath, Inc. "Everypath is honored to be one of the companies handpicked by
Sun as a key enabling component of the iForce wireless solution set. As a
wireless application service provider (ASP), we givecustomers a rapid on-ramp to
the wireless Internet. We leverage their existing web assets so customers don`t
need to create a separate wireless site. What companies originally developed for
the wired Web is what their wireless customers will get on their wireless site -
the transaction capability, security and content that customers have come to
expect. We enable customers to leverage thier existing back end systems and
infrastructure, reduce the need for custom programming and can dramatically save
implementation time and cost." Venktesh Shukla CEO Everypath

Portal Software "Sun has put together an outstanding set of solutions for
wireless Internet service providers. Today`s dynamic wireless Internet
businesses require proven products that are scalable and flexible - qualities
which are at the core of Infranet. We are confident that the solutions enabled
by Sun will greatly improve time to market for service providers." Steve Sommer
Vice President, Marketing and Business Development Portal Software

Siebel Systems "Siebel Wireless allows consumers to more effectively communicate
with suppliers and companies, and effectively share customer information across
multiple distribution channels. Participating in Sun`s iForce Solution Set for
Mobile Wireless Infrastructure enables Siebel to reach even more companies and
help them quickly deploy wireless-enabled Web sites and applications to support
sales, channel management and customer organizations of all sizes." Bruce
Cleveland Vice President, Alliances Siebel Systems

Spyglass "Sun`s iForce wireless solution set promotes the creation of wireless
content delivery solutions that can be unique to each customer`s own
requirements. The ability of Spyglass Prism to transform Web content into the
many formats of the increasing variety of wireless devices is an essential step
in any delivery system that supports multiple handsets and PDAs." Jack Armstrong
Vice President, Mobile Data Solutions Spyglass Inc.

Vignette "Vignette has been on the leading edge in recognizing the growing
customer demand for personalized content delivered through multiple channels
like wireless. Our participation in Sun`s iForce solution set provides customers
with an excellent opportunity to evaluate Vignette`s wireless platform for the
emerging technologies required to drive business in the wireless era." Bill
Daniel Senior Vice President, Products Vignette




About Sun Microsystems, Inc.

Since its inception in 1982, a singular vision - The Network Is The Computer[tm]
- has propelled Sun Microsystems, Inc. (Nasdaq: SUNW), to its position as a
leading provider of industrial-strength hardware, software and services that
power the Internet and allow companies worldwide to dot-com their businesses.
With $14.2 billion in annual revenues, Sun can be found in more than 170
countries and on the World Wide Web at http://www.sun.com.

[german]

Cautious optimism pervades
Fobes: ‘Microsoft ruling could be upside catalyst’
By Bambi Francisco, CBS.MarketWatch.com
Last Update: 5:09 PM ET Jun 7, 2000 NewsWatch
Latest headlines

Excerpt:

........

Inktomi (INKT: news, msgs) rose 1 5/8 to 128 13/16. The Internet software infrastructure company is expected to announce a major search initiative as early as Thursday.

german

.........

[german]

Hallo, die News von heute:

Der Entwickler von Technologien für Internet-Suchmaschinen Inktomi (Nasdaq:INKT) übernimmt
die zu Go.com gehörende Ultraseek Corp. für 317,5 Mio.
Dollar in Aktien und 3,5 Mio. Dollar in bar.

Ultraseek
entwickelt unter anderem ebenfalls Such- und Navigationstechniken für eBusiness
Unternehmen. Ultraseek wird künftig unter dem Namen von Inktomi
operieren und alle Mitarbeiter der Gesellschaft übernehmen. Die vollständige
Übernahme und Integration von Ultraseek soll dabei in den
nächsten Monaten abgeschlossen werden.

[german]

Auf englisch + Einschätzung im Vergleich zu Critical Paath:


Critical Path is having its day
Building Net infrastructure
Plus: What`s Inktomi up to?
By Bambi Francisco, CBS MarketWatch
Last Update: 3:24 PM ET Jun 8, 2000 Commentary
See related story

SAN FRANCISCO (CBS.MW) -- Infrastructure is the place to be on the Net, and while many investors have already taken note of leading players, there are still companies out there that are undervalued. Well, for some investors, anyway.

Perhaps Critical Path (CPTH: news, msgs) may be worth revisiting. The stock hasn`t been overlooked, really. After an 80 percent nosedive from a high-water mark of 119 on March 19 left shares resting gingerly on top of the company`s IPO price of $24, investors began placing their bets. Shares have since retraced about 25 percent of the decline from peak to trough.  Shares traded at 45 in recent activity.

Still, at current levels, Critical Path trades at about 14 times 2001 sales, according to Jack Ripsteen, an analyst at Chase H&Q, the investment bank that helped take Critical Path public and secure a second round of public financing just two months later.

The price-to-sales multiple is well below the top-tier cluster of Net infrastructure plays, such as InfoSpace (INSP: news, msgs) and Inktomi (INKT: news, msgs), which trade at around 52 times, according to Ripsteen.

Some analysts argue that torrid growth, a big market opportunity, the outsourcing of e-mails, and profitability around the corner, should warrant a greater multiple.

The company is expected to generate sales of $132 million this year, up 725 percent from a year ago. And it`s expected to turn a profit by the fourth quarter of 2000. That`s not bad for a company that went public back in March of last year with about $1 million in sales for the first quarter.

Well, there`s nothing like using public money to go into the market and start buying revenue.

Two months after Critical Path`s IPO, the company went back to the public markets to raise $173 million, in a follow-on offering. It was the fastest turn-around from IPO to secondary since the beginning of 1998, according to CommScan L.L.C.

And the company has been pretty busy, making over half a dozen acquisitions, and recently completing a convertible debt offering. 

"They`ve been executing an intelligent, hyper-growth strategy," said Ripsteen.

That`s perhaps one reason, however, the stock has been under pressure. "They were put in a penalty box from making all these acquisitions," said Kris Tuttle, an analyst at Wit SoundView, who believes Critical Path has been in the box too long.

Chase H&Q`s Ripsteen believes that emphatically, having upped his rating to a "strong buy" this past Tuesday, matching the consensus estimate of the other 10 analysts that follow the company, as tracked by First Call.

"The company has similar business objectives, in terms of long-term gross margins of 70 percent, operating margins of 30 percent, market opportunities and path-to-profitability goals as the other leading infrastructure plays," said Ripsteen. Yet, Critical Path has been a laggard.

However, company checks, the perfunctory pre-earnings check-ups conducted by analysts, conclude that business is on track and the outsourcing trend is still ramping up.

"We`ve been too conservative, and we get a sense that there`s a lot of new customer contracts in the works," he said, after making his rounds. Moreover, customers are adding additional services, such as calendaring and applications." 

"There`s a lot of upside with this stock," said Tuttle. That said, expect about 3.3 million in shares coming off a lock-up in mid-June as a result of recent acquisitions to put potential pressure on the stock. But, according to Ripsteen, it`s an opportunity to buy.

Evolution of a search engine

As some have heard me say before, at its core, Inktomi (INKT: news, msgs) is all about scalable, robust infrastructure. It`s technology that can power the most robust processes. To that end, Inktomi has won over many investors.

Skeptics or those who lean on the conservative side, such as Tuttle, would argue that Inktomi`s price is a bit "ahead of itself."

Inktomi, sporting a market valuation of some $14 billion, is worth about $12 billion, he estimated. That`s based on his DCF (discounted cash flow)-with-a-twist methodology. Oh, come on -- what`s a couple of billion among friends? Okay. Seventeen percent is a meaningful drop.

Tuttle projects Inktomi`s market cap. Then he determines how much revenue Inktomi will generate in that year, as well as how much will fall to the bottom line. He takes that future number and discounts it back to the present value. Those estimates are based on Inktomi`s current client base and market opportunities.

Those forecasts are likely to change if Inktomi stays on the fast-track.

On Thursday, Inktomi made a move to tap into the growing corporate intranet market. It`s spending $344 million to buy Ultraseek, a unit of Disney`s Go.com (GO: news, msgs).

"We bought 30 people and over 1,500 customers," with estimated sales of $20 million for the year, said Inktomi President Dick Pierce, in an interview with CBS.MarketWatch.com.

"They`re picking off the low-hanging fruit," said Chase H&Q`s Ripsteen, referring to the search business.

And that low-hanging fruit is hanging lower every day. In a recent interview with Alta Vista Chief Executive Rod Schrock, the enterprise market is one segment of search he`s targeting. Inktomi, after all, has won the portal market, he conceded.

Reasons for the deal

There appear to be two reasons for the Ultraseek deal. Ultraseek has developed a software package that a corporation can purchase and install themselves. Through this product, Inktomi will now offer a "dedicated search cluster," or a customized search solution for a corporation. That would include a corporation`s existing database, dedicated portions of the Web, as well as Web searches, Pierce explained.

Move over Verity (VRTY: news, msgs) and Autonomy (AUTN: news, msgs), the incumbents of this corporate intranet search business, Inktomi appears to be hungry for a piece of that corporate pie.   

Beyond search, Pierce tells me that investors can expect Inktomi to begin generating sales from its wireless efforts. The company plans to make client announcements, either wireless carriers or portals, that will deploy location-based services. Inktomi will generate sales on a  pay-as-you-serve basis. That is, as mobile users access information about driving directions or hotels. Inktomi receives a piece of that service.

And what`s a Net business without B2B exposure? Not to throw around the once-gushy rhetoric, the strategy does make sense.

As more online exchanges are created, there will be a greater need for searching products or other infrastructure services within those e-marketplaces.

Stay tuned.  

Yes - stay tuned - german

[german]

Steve Harmon beantwortet Leserbriefe:

Wie beurteilen Sie die gegenwärtige Lage der Technologie- und Internetaktien? Haben wir das Schlimmste bereits überstanden?


Steve Harmon:

Markt-Timing ist eine schwierige Kunst! Das ist einer der Gründe, weshalb ich stets nach Firmen Ausschau halte, die über ein langfristiges Potenzial verfügen – Firmen, die mehr als nur eine Modeerscheinung sind. Zu viele Anleger haben sich von der Interneteuphorie anstecken lassen und sich ordentlich die Finger verbrannt, als aus dem Boom eine Baisse wurde. Leider wurden dabei alle Aktien in Mitleidenschaft gezogen, so dass jetzt auch Unternehmen mit großartigen Aussichten weit unter ihren 52-Wochen-Hochs notieren.

Ich glaube aber, dass die Anleger aus der Erfahrung gelernt haben. In Zukunft werden sie bei ihren Kaufentscheidungen kritischer vorgehen und sich an Indikatoren orientieren. Allerdings müssen sie sich davor hüten, nicht nur den Aktien mit dem stärksten Momentum hinterher zu jagen. Diese Investoren, die sich nur an der Schwungkraft des Kurses orientieren und so meinen, bevorstehende Trendwechsel voraussagen zu können, machen den Markt unberechenbar. Sie sind es, die für plötzliche Kursbewegungen sorgen, die niemand vorhersagen kann.
 

Die Unternehmen, die hauptsächlich am Ausbau des Internets beteiligt sind, stellen meiner Meinung nach auf dem erreichten Niveau attraktive Kaufgelegenheiten dar: so zum Beispiel Inktomi Corp. (Nasdaq: INKT), Ariba Inc. (Nasdaq: ARBA) und Oracle Corp. (Nasdaq: ORCL), um nur einige zu nennen. Einige wenige Business-to-Consumer-Aktien könnten sich ebenfalls als interessant erweisen: eBay Inc. (Nasdaq: EBAY), Yahoo und vielleicht CNET Networks Inc. (Nasdaq: CNET). Aber damit hier die Kurse steigen, müssen zuerst die Gewinne steigen.

Quelle: stock-world.de

[Legend]

@german

Danke für Deine bisherige Mühe. Diese hätte mehr
Beteiligung von anderen Usern verdient.
Gruss Legend

[german]

Inktomi Corp. Reiterated `Strong Buy` at Banc of America
6/9/00 6:08:00 AM
Source: Bloomberg News

@Legend

Danke für die Rückmeldung und das Lob.
Wer bekommt schon, was er verdient?

german

[german]

Chart mit 200GD und 38GD:

[IWA Japan]

[IWA Japan]

@german Übernimmst du hier die Rolle des professinellen INKT-Betreuers auf dem BOard.

INKT wird jedenfalls seinen Weg so weitergehen, wie sie es bislang machten, da sich ihre Produkte am MArkt durchgesetzt haben und zudem INKT seine Marktstellung immer weiter ausbaut, was du ja oben bereits ausführlich dargestellt hast!

[german]

@IWA Japan

... was auch immer ich da tue (prof. Betreuer ?, Pflege einer innigen Beziehung zu einer Company ?) -

es ist mein Versuch, das in die Tat umzusetzen, was ich im

Thread: Sinn und Zweck des Internet (reg.)-Boards

als Vorschlag formuliert hatte.

Wenn INKT dann noch Google.com uebernimmt (ist nur mein wunsch und kein Gerücht)und jede Familie 2-3 Mobiltelefone ihr eigen nennt, werden wir auch mit dieser ach so volatilen Aktie auf lange Sicht weiter viel Freude haben.

german

[IWA Japan]

Ich meinte halt, dass du dich hier darum bemühst, alle aktuellen Infos zu INKT zusammentzutragen, dies kann man in meinen Augen schon als eine Art Betreuer bezeichnen, auch wenn zugegenebermaßen der Begriff vielleicht etwas unpassend ist.

...aber mach ruhig so weiter

[german]

@IWA Japan

Mir fiel auch kein passender Begriff ein, deswegen hatte ich im Sinne einer Beschreibung meines Tuns auf den Thread von mir über den (möglichen) Sinn und Zweck des Internet(reg.)-Boards verwiesen.

Zur Zeit habe ich nicht vor, das Zusammentragen zu INKT zu lassen.

Ich finde es gut, wenn jemand, so wie Du, Stellung nimmt.

Gelesen wird der INKT-Thread zumindest häufiger.

THANX - german

[german]

Mr. Ford in einem Chat-Transskript vom, publiziert bei thestreet.com
http://www.thestreet.com/_yahoo/talk/chats/957296.html

(auch zu E*Trade und anderen Online-Brokern und Priceline)



Ford: Being fairly liberal, I`d say there`s probably 50 to 75, maybe 15% that are really quality companies that have outstanding prospects for the next three to five years. Not a lot of them. There are just so many that had no business going public. We had this incredibly ebullient market. The bankers showed no discipline, and the venture capitalists were funding anything that moved and shoveling it into the public market.

Fromson: What are some of the names you spotted? Let`s exclude the ones General Atlantic owns.

Ford: Right. Well, I think Inktomi (INKT:Nasdaq - news - boards) is a great Internet infrastructure company. It`s embedded across most of the different Web sites and search engines.

DoubleClick (DCLK:Nasdaq - news - boards) is another. It has leadership technology, strong management and a unique business model. Proxicom (PXCM:Nasdaq - news - boards) and Sapient (SAPE:Nasdaq - news - boards) are two strong companies -- Internet professional services firms with strong management teams, global position, and they have executed well over many quarters. eBay. I think very highly of eBay.


William E. Ford, 38, is a general partner at General Atlantic Partners, one of the most respected and profitable venture capital firms in the U.S. General Atlantic, founded in 1980, has a $6 billion portfolio of about 80 public and private companies, including stakes in online broker E*Trade (EGRP:Nasdaq - news - boards) and priceline.com (PCLN:Nasdaq - news - boards), the well-known e-commerce company.

The firm has been fabulously successful; its $14.4 million investment in E*Trade garnered about $500 million, and its $30 million ventured in priceline.com is valued at about $1 billion. Based in Greenwich, Conn., the firm is in the midst of a growth spurt designed to transform it into a global player. It has recently added several new general partners and one huge limited partner, insurance giant American International Group (AIG:NYSE - news - boards), which has committed $1 billion over five years to GA. AIG will aid GA`s expansion in Asia.

Ford joined GA in 1991 from Morgan Stanley Dean Witter, where he was an investment banker specializing in technology. He chairs AG`s investment committee, which currently has $4 billion of capital to invest in the next five years; he also sits on the boards of E*Trade and priceline.com.

He sat down recently with TSC Chief Markets Writer Brett D. Fromson to chat about the investing landscape from the vantage point of a VC. They discussed E*Trade and the online brokers, priceline.com, the recent technology IPO boom and bust and the roles played in the melodrama by Wall Street and VCs.

german

[german]

Tuesday June 13, 9:05 am Eastern Time

Company Press Release

Inktomi Expands Commerce Infrastructure Platform

Inktomi Commerce Engine 3.0 Integrates Automated Merchandising, Targeted Opt-in Email Marketing and Smarter Searching

Inktomi Extends Portal Infrastructure Leadership with Integrated Search-Commerce Platform

FOSTER CITY, Calif.--(BUSINESS WIRE)--June 13, 2000--Inktomi Corp. (NASDAQ:INKT - news), developer of scalable Internet infrastructure software, today unveiled Inktomi Commerce Engine 3.0. The upgraded version of Inktomi`s commerce infrastructure platform integrates a range of new capabilities including automated merchandising, targeted opt-in email marketing tools and powerful new feature search capabilities. In addition, Inktomi Commerce Engine results can now be tightly integrated with the Inktomi Search Engine and other Web search services, enabling portals and destination sites to unlock new revenue streams without compromising search relevance or performance.

The Inktomi Commerce Engine provides scalable, turnkey commerce capabilities for over 50 leading companies in a broad range of markets including portals, destination sites, retailers, banks, credit card services, insurance providers, telecommunications providers, Internet appliance providers and wireless portals. Inktomi`s outsourced commerce infrastructure model delivers rapid time to market, robust functionality and dramatically lower costs than in-house software development.

Inktomi Commerce Engine 3.0 enhancements include:

- Automated Merchandising: Customer sites can incorporate
merchandising offers that are automatically generated and
targeted from Inktomi`s product database, comprising hundreds
of merchants and over 5 million products. Inktomi`s profiling
and targeting system dynamically promotes the most popular and
successful offers into heavier rotation, minimizing the need
for content managers to manually script and update offers. The
system also enables keyword targeting of offers on any search
or content page.

- Search-Commerce Integration: Inktomi Commerce Engine 3.0
enables portals and destination sites to tightly integrate
relevant product offers with Web search results. For example,
a consumer who searches the Web for information on digital
cameras would also be presented with matching product listings
that link directly to merchant "buy pages." Leveraging the
same query protocols and search relevance algorithms as the
Inktomi Search Engine, the integrated search-commerce solution
generates new transaction revenue opportunities and increases
the value of search results to users.

- Product Spotlight: The Product Spotlight opt-in email
marketing platform tightly integrates with Inktomi`s product
database, merchandising and user profiling systems to drive
overall customer relationships and repeat traffic. Users can
sign up for offers and alerts via rich HTML email and specify
delivery frequency and areas of interest. Product Spotlight
can be used to create commerce-enabled newsletters, customer
reminders and other personalized communications.

- Local Merchants: The upgraded platform includes support for
local merchant listings, allowing consumers to select nearby
merchants offering services such as installation or same-day
delivery.

- Powerful Reporting and Analysis Tools: The upgraded Inktomi
platform provides a robust billing, reporting and data mining
infrastructure capable of supporting highly complex global
partner networks and a variety of pay-for-performance
affiliate models.

The Inktomi commerce platform also provides substantial benefits for online and offline merchants, including targeted exposure across a broad range of leading Web properties, standardized XML data integration and a highly accountable pay-for-performance affiliate model. Leveraging Inktomi`s search and targeting technologies, the Inktomi Commerce Engine provides the premier solution for cost-effective acquisition of qualified consumers.

``Companies in a broad range of industries are adopting the Internet architecture as a platform for enhancing the lifetime value of their customers; however, the cost and difficulty of building and maintaining these services in-house has been a major barrier, `` said Kevin Brown, director of marketing, Inktomi Commerce Division. ``Inktomi provides the premier commerce infrastructure platform to automate and monetize these customer relationships.``

Inktomi`s private-label offering encompasses a rich set of outsourced commerce services, including merchant recruitment, XML product database aggregation, full text and product feature searching, targeted merchandising, user profiling and personalization, affiliate tracking, data mining, billing and reporting. Inktomi Commerce Engine 3.0 is expected to be rolled out during the third calendar quarter of 2000.

About Inktomi

Based in Foster City, Calif., Inktomi develops and markets scalable infrastructure software designed for ISPs, content delivery and hosting providers, Web portal and commerce sites, wireless operators and global enterprises. Inktomi`s portal services include the search, directory, and commerce engine applications; network products include the Traffic Server network cache platform, Content Delivery Suite and associated value-added service applications. Inktomi`s customer and strategic partner base today includes such leading companies as America Online, British Telecommunications, CNET, Excite@Home, Intel, iWon.com, Merrill Lynch, Microsoft, RealNetworks, Sun Microsystems and Yahoo! The company has offices in North America, Asia and Europe. For more information, visit www.inktomi.com.

[german]

Fein, fein:

Inktomi sees acquisition in future
By Michael Baron, CBS.MarketWatch.com
Last Update: 3:31 PM ET Jun 13, 2000 NewsWatch
Latest headlines

NEW YORK (CBS.MW) -- Inktomi chairman and CEO David Peterschmidt said the company expects to make a large acquisition sometime in the next 12 to 18 months.

The company has also entered into an advertising joint venture with Doubleclick, he said.

“Odds are high” the company will make a major acquisition in the next twelve to 18 months due to consolidation in the Internet infrastructure family, Peterschmidt said, speaking at a Bear Stearns Technology Conference here Monday.

He said Inktomi (INKT: news, msgs)would like any deal to be accretive to earnings but added that could prove difficult.

Additionally, Inktomi and Doubleclick have formed an ad sales partnership targeting vertical web portals.

The deal is structured to allow a vertical portal to receive Inktomi’s search engine free in exchange for granting Doubleclick the right to sell ads on the sites.

Doubleclick will then pay Inktomi a percentage of the ad sales, Peterschmidt said.

.............................

german

[german]

Na endlich: ich dachte schon, die angekündigten News zur Ausweitung in good old europe kommen nicht mehr:


Related QuotesCOLT
INKT 158
120 1/4 +5 7/8
+0
delayed 20 mins - disclaimerGet QuotesWednesday June 14, 9:02 am Eastern Time

Company Press Release

COLT Internet Selects Inktomi to Deploy End-to-End Pan-European Content Delivery Network

COLT to Integrate Inktomi Network Products for Content Distribution and Streaming Media Services

LONDON and FOSTER CITY, Calif.--(BUSINESS WIRE)--June 14, 2000-- COLT (Nasdaq: COLT - news), a leading provider of Internet and telecommunications services to business customers in Europe, and Inktomi Corp. (Nasdaq: INKT - news), developer of scalable Internet infrastructure software, today announced plans to enhance COLT`s Internet network with Inktomi`s leading network infrastructure technology. COLT will deploy Inktomi® Traffic Server® and Content Delivery Suite across its pan-European network, enabling the delivery of content distribution and management services to existing and new customers.

``COLT selected Inktomi for its industry-leading cache and content distribution platform because it provides the scalability, flexibility and robust architecture we need to execute on our vision of becoming the leading content delivery network in Europe,`` said Rob Mainor, managing director of COLT Internet. ``Inktomi Traffic Server provides core technology for our network of Internet Solution Centres currently under development. Inktomi Network Products technology will allow us to deliver on-demand broadband service to our customers in strategic locations throughout Europe and dramatically enhance their Internet experience.``

The integration of Inktomi Traffic Server and Content Delivery Suite with COLT`s leading Internet access, managed and co-located hosting services will improve network efficiency, ensuring the high-performance delivery of content, applications and new services, such as streaming media. COLT plans to deploy Inktomi Network Products technology across its pan-European backbone network by the end of the year. This solution will be deployed initially across COLT`s network of Internet Solution Centres in Amsterdam, Frankfurt, London, Madrid, Milan and Paris, growing to approximately 20 centres by the end of 2001.

``The combination of Inktomi Network Products and COLT`s pan-European network establishes a strong foundation for the delivery of content and applications at the edges of the network,`` said Vince Vannelli, senior vice president and general manager, Network Products Division at Inktomi. ``As the supplier of proven network infrastructure technology, Inktomi will enable COLT to offer a rich suite of revenue-generating services to its broad, geographically dispersed customer base.``

About Inktomi Network Products

Inktomi Network Products provide key infrastructure technology to optimize the delivery of content and applications in service provider, enterprise and wireless networks. The Network Products family consists of Inktomi Traffic Server, the leading network cache platform, and the Inktomi Content Delivery Suite, a robust solution for content distribution and management. By embedding programmable intelligence into the network, Inktomi Network Products provide the infrastructure for ISPs, backbone companies, hosting providers, and enterprises to deliver new services to end users.

About Inktomi

Based in Foster City, Calif., Inktomi develops and markets scalable infrastructure software designed for ISPs, content delivery and hosting providers, Web portal and commerce sites, wireless operators and global enterprises. Inktomi`s Portal Services include the search, directory, and commerce engine applications; Network Products include the Traffic Server network cache platform, Content Delivery Suite and associated value-added service applications. Inktomi`s customer and strategic partner base today includes such leading companies as America Online, CNET, Excite@Home, Intel, iWon.com, Merrill Lynch, Microsoft, RealNetworks, Sun Microsystems and Yahoo! The company has offices in North America, Asia and Europe. For more information, visit www.inktomi.com.

About COLT

Headquartered in London, United Kingdom, COLT Telecom Group plc (COLT) is a leading provider of high bandwidth data, Internet and voice services to business and governmental customers in Europe. It currently has operations in twenty-two European cities in nine countries and plans to be providing service in 30-32 cities by the end of 2001. During the year ended 31 December 1999 COLT`s turnover was (pound)401.6 million and it carried 7.8 billion switched minutes of traffic. At 31 March 2000 COLT had installed 2,075 route kilometres of fibre in its city-networks; provided 4,3 million private wire voice grade equivalents; had 4236 buildings connected to its networks; and served 5,026 directly connected customer accounts. COLT Telecom Group plc is listed on the London Stock Exchange (CTM.L) and Nasdaq (COLT). For more information, please visit www.colt-telecom.com.

About COLT Internet

COLT Internet offers Internet access and hosting services to over 1,300-business Internet customers in nine European countries. COLT Internet Solution Centers (ISCs) are currently available in Amsterdam, Frankfurt, London and Paris. Madrid and Milan will open in June, with 5 further centers announced by year-end. COLT plans to launch world class ISCs in 20-24 cities. For more information, please visit www.colt.net.

Note to Editors: Inktomi, Traffic Server, Scaling the Internet and the tri-colored cube logo are all trademarks or registered trademarks of Inktomi Corporation. All other company and product names referenced herein are the trademarks or registered trademarks of their respective holders.

[german]

Excite UK benutzt Inktomi´s Plattform:

EXCITE UK: Excite UK launches merchandising platform for retailers; Excite tooffer consumers targeted, desirable & personalised deals
Thu Jun 15 08:34:00 EDT 2000



http://www.ragingbull.com/news/news.cgi?articleid=CMTX2u9752

german

[german]

Inktomi setzt übern Atlantik

(14.06.99) Ist schon eine komische Ecke, dieses Europa. Alle sprechen sie eine anderen Sprache, haben ihre eigene Kultur und Befindlichkeiten, nichtmal einen gemeinsamen Präsidenten. Da ist in Amerika alles viel einfacher und übersichtlicher. Nachdem jetzt aber alle in Kürze mit denselben Scheinen bezahlen und die McDonalds-Dichte einen zufriedenstellenden Wert erreicht hat, traut sich ein amerikanisches Unternehmen schon mal übern großen Teich.

Inktomi will jetzt feste in Europa auftreten. Man erwartet auch hierzulande einen fetten Boom und will in bester amerikanischer Tradition daran teilhaben. Deals mit britischen, spanischen, und schwedischen Unternehmen sollen das Netzwerk knüpfen helfen, hierzulande darf sich der Mobilcom Chef Schmidt zu den glücklichen Kooperationspartnern zählen.

Inktomi ist schon lange ein unverzichtbarer Technologiepartner für viele Suchmaschinenbetreiber, jetzt soll das Inktomi-Know-How auch in anderen Bereichen für Cash-Flow sorgen.

german

[german]

Noch eine Info zu Ausweitung der Aktivitäten in Europa:


Inktomi will Europa erobern

Suchmaschinist eröffnet deutsches Büro / Kooperationen in Großbritannien

28. Mai 1999 (dmu)

Inktomi, Hersteller von Suchmaschinen und Cache-Technologien, erwartet "in den nächsten sechs Monaten" einen "gewaltigen" E-Commerce-Boom in Europa und hat vorsorglich seine Aktivitäten auf dem alten Kontinent ausgebaut: In Deutschland hat der Produzent der "Hotbot"- und Yahoo-Suchmaschine gerade ein Büro eröffnet, in anderen EU-Staaten ist man umfangreiche Kooperationen eingegangen.

Neu sind die Kooperationen mit

* dem größten britischen Anbieter von kostenlosen Internet-Zugängen Line One, ein Joint-venture von British Telecom und United News and Media
* mit Dagens Nyheter, einer großen schwedischen Tageszeitung
* mit dem britischen Medienunternehmen Hollinger Digital, das das Portal "UK Max" betreibt
* mit dem früheren spanischen Telekom-Monopolisten Telefonica.

Dabei hat man in erster Linie den elektronischen Handel im Auge: Neben den beiden "traditionellen" Standbeinen Internet-Suchmaschinen und Streaming-Technologie will Inktomi genau wie in den USA "Shopping Engines" anbieten, das sind Suchmaschinen für verschiedene Waren.

Kunden erhalten damit Informationen über die gesuchten Produkte, Preisvergleiche und Kommentare früherer Käufer. Problem: In Europa bietet diesen Service anders als in den USA bislang kein Händler an, so daß die Inktomi-Suchmaschine diese Dienste nur begrenzt offerieren kann.

Inktomi-Chef David Peterschmidt stellte dennoch baldige Kooperationen auch mit deutschen Unternehmen in Aussicht. "Wir haben das Büro in München gerade erst eröffnet. Geben sie uns ein paar Wochen Zeit und wir werden auch hier Partnerschaften bekanntgeben können."

Das große Problem in Europa sei der Mix aus verschiedenen Kulturen und Sprachen, so Peterschmidt. Allerdings hat Inktomi nun auch einen Übersetzungsservice im Angebot: Das Unternehmen Worldblaze bietet holprige Übersetzungen der Inktomi-Suchergebnisse in prinzipiell alle europäischen Sprachen an.

Kontakt: Inktomi, Tel.: [phone]

german

[german]

Hallo,

die beiden letzten Postings können nur helfen, die Dauer der Eroberung Europas durch INKT zu verdeutlichen -sind ja ein Jahr her - im Internet-Business also fast steinalt.

german

[german]

Konkurrenz belebt das Geschäft:

Excite@Home hones its search service
By Evan Hansen
Staff Writer, CNET News.com
June 18, 2000, 9:00 p.m. PT

Excite@Home said it plans tomorrow to introduce a spruced-up search engine, dubbed Excite Precision Search.

The company said the product uses new technology to improve the relevance of search results. In addition, it offers search results in a broad array of content types, including news articles, photos, audio and video files, and Web directory categories.

The move follows a similar effort by rival AltaVista to beef up its search technology. The CMGI-owned Web portal released Raging Search last month, a service aimed at improving the relevance of search results.

Both companies` efforts come as the search market is being roiled by renewed competition and consolidation. Web portals including Walt Disney`s Go.com and Lycos are stepping back from hard-core search functions, while newcomers such as Google have joined the fray along with several start-ups aiming to carve a niche for indexing multimedia content on the Web.

Last week, Disney`s Go.com sold a subsidiary, Ultraseek, for $344 million to search company Inktomi, which provides services to 80 Web companies, including the top four sites on the Internet, according to the company.

Lycos, meanwhile, recently said it would outsource some of its search functions to Fast Search, according to a report on Search Engine Watch, an Internet publication that covers developments in search technology.

"Excite is going the other way, re-committing resources in-house while others are outsourcing," said Search Engine Watch editor Danny Sullivan. "That`s why it`s interesting. Excite hasn`t really done that much with search since its merger with @Home."

According to the company, Precision Search will return more relevant results by scanning an index of 250 million Web pages and using new criteria to rate results. For example, the service evaluates text and link popularity while removing dead links and duplicate pages.

"We continue to innovate and provide our consumers with the best experience on the Web," Michele Turner, vice president of Excite@Home Search, said in a statement.

Excite`s new service will also provide navigation tools to sift through the growing volume of media files on the Web. Sullivan said that feature has been available for some time, but Precision Search will make it easier for customers to find.

A new generation of search tools, including Kick.com, Gigabeat and Singingfish.com, is bubbling up to track the growing volume of MP3 music files on the Web.

Inktomi`s director of business development for search, Troy Toman, said his company also offers multimedia search tools alongside traditional text search. But he said such distinctions are bound to blur.

"We don`t feel media search is a unique and separate application," he said. "Where we see the evolution of the Web going, multimedia will be integral, but it won`t be any more unique than searching for text. The goal is to make available all the content on the Web."

german

[german]

Na bitte - (fast) jeden Tag ein Wachstums-Ei - und die Eroberung Europas schreitet voran:


Monday June 19, 8:04 am Eastern Time

Company Press Release

Inktomi Announces Six New Search Customers Across Europe

Inktomi Search Engine to Power Broad Range of Specialized Internet Portals

LONDON--(BUSINESS WIRE)--June 19, 2000--Inktomi Corp. (Nasdaq:INKT - news), developer of scalable Internet infrastructure software, today announced the addition of six new European customers for its industry-leading Internet search services. Breathe (UK), Everyday.com (Sweden), Ision (Germany), Nomade (France), SwissOnline (Switzerland), and WaySearch (UK) have forged agreements to integrate Inktomi`s® comprehensive and highly relevant search platform into their online offerings. In addition, Ision will adopt the Inktomi Directory Engine, Inktomi`s customizable and automated Web directory.

Inktomi`s new search customers will benefit from its recently announced GEN3(TM) platform. The GEN3 architecture underpins the Inktomi Search Engine, which now includes 500 million of the best documents on the Web, and provides additional scalability to index over one billion documents. This new architecture combined with Inktomi`s leading relevance technologies and WebMap(TM) database will provide portals and destination sites with the largest, most relevant search index, offering users highly accurate search results and new search services.

``Inktomi`s flexible and comprehensive search technology fits very well with our portal strategy,`` said Claes Peyron, chief operating officer at Everyday.com. ``By leveraging Inktomi`s rapid pace of innovation, we`re positioning Everyday.com to offer an unparalleled quality of service.``

``This announcement highlights our increased momentum providing leading search technology to the most prominent European portals and destination sites,`` said Sarah Law, managing director of Inktomi Europe. ``Today`s announcement reinforces our market leadership in providing private-label, highly relevant search services to more than 80 portals and destination sites worldwide.``

New European Search Customers:


-- Breathe, is a pioneer of Mobile Internet services. Today its fixed
and WAP portals provide high quality mobility enabled services
such as Web-based and WAP email, free text messaging to mobiles,
Web calendaring, instant messaging and chat. Breathe can be found
at www.breathe.com or wap.breathe.com (http://wap.breathe.com/)

-- Everyday.com is an MTG (Modern Times Group)/Netcom joint venture.
It is Scandinavia`s leading Internet portal. To date everyday.com
has launched in 11 countries in Europe. Visit www.everyday.com
(http://www.everyday.com/) to visit and/or register.

-- Ision Internet AG is part of the telecommunications group
Distefora. It is one of Germany`s largest ISPs. In addition, Ision
will be reselling Inktomi search services to Internet, media and
enterprise customers as part of its Internet Services Portfolio.
Visit www.ision.de. (http://www.ision.de./)

-- Nomade.fr is the third largest Internet portal in France.
Nomade.fr is one of the first online navigational guides to the
Web in French, helping people to find information more easily and
quickly on the Web. Visit www.nomade.fr (http://www.nomade.fr/).

-- SwissOnline is one of Switzerland`s leading ISPs and portal sites.
SwissOnline is a member of the Cablecom Group that has been
overtaken in March 2000 by NTL. Visit www.swissonline.com
(http://www.swissonline.com/).

-- Waysearch.com is a leading Internet shopping search engine which
allows price comparison and one-basket check-out. The Waysearch
Web site, which will launch later this year, aims to be one of the
most user-friendly sites available. Visit www.waysearch.com to
pre-register.


The Inktomi Search Engine, which has received broad acclaim for delivering comprehensive and highly accurate Internet search results, powers many of the largest Web portals and destination sites worldwide. Inktomi provides search services on a private-label basis, allowing online media and commerce companies to concentrate on their core business objectives without compromising the brand integrity of their sites. By offering a broad range of customizable features and services, Inktomi enables its customers to build differentiated services that uniquely address the needs of their audiences.

About Inktomi

Based in Foster City, Calif., Inktomi develops and markets scalable infrastructure software designed for ISPs, content delivery and hosting providers, Web portal and commerce sites, wireless operators and global enterprises. Inktomi Portal Services include the search, directory, and commerce engine applications; Network Products include the Traffic Server network cache platform, Content Delivery Suite and associated value-added service applications. Inktomi`s customer and strategic partner base today includes such leading companies as America Online, British Telecommunications, CNET, Excite@Home, Intel, iWon.com, Merrill Lynch, Microsoft, RealNetworks, Sun Microsystems and Yahoo! The company has offices in North America, Asia and Europe. For more information, visit www.inktomi.com.

Note to Editors: Inktomi, Traffic Server, Scaling the Internet and the tri-coloured cube logo are all trademarks or registered trademarks of Inktomi Corp.
------------------------------------------------------------------------
german

[german]

Hallo,

im Yahoo-INKT-Board war zu lesen, daß Henry Blodget gestern nach einem Meeting mit dem INKT-CEO noch einige Telefonate führen musste, was den rasanten Anstieg gestern kurz vor Handelsende mit erklären könnte.

german

[german]

Lest selbst:

http://messages.yahoo.com/bbs?.mm=FN&action=m&board=9133397&…

german

[german]

Streaming-media stocks bolt higher
Digital Island up 25%; Exodus, Akamai, Inktomi gain
By Bambi Francisco, CBS.MarketWatch
Last Update: 10:23 AM ET Jun 20, 2000

Inktomi (INKT: news, msgs) jumped 9 5/8 to 147, after a scorching 19 percent run Monday.

Additionally, Merrill Lynch spoke positively about the Net infrastructure company after Inktomi’s chief executive, David Peterschmidt, made optimistic remarks at Merrill’s TechTalk Show. Peterschmidt said Inktomi could achieve 30 percent sequential revenue growth for the next two to four quarters, with some help from acquisitions, according to a Merrill Lynch note. The growth driver, he said, will be Traffic Server, Inktomi’s caching product.

Inktomi trades at 39 times 2001 sales, noted Merrill Lynch analyst Henry Blodget.

german

[german]

Updated: 20-Jun-00
Trader`s Edge: Inktomi
[BRIEFING.COM - Robert Walberg]

With the technology sector heating up again, traders are likely to start gaining renewed confidence in many of the "old" momentum leaders... One such stock is Inktomi (INKT 145 1/2 +7 1/4)... Inktomi develops and markets scalable software
applications designed to enhance the performance and intelligence of large-scale networks... For the following reasons Briefing.com contends that INKT could enjoy a sharp near-term advance:

Sector tone improving, with investor tolerance for risk increasing - both good news for INKT.
Recent acquisition of Ultraseek gives INKT entry into the rapidly growing market for corporation-specific search technology.
INKT`s wireless initiative, announced a few months back, also significantly expands potential revenue base...
Company contineus to expand relationships in this marketplace, recently announcing an agreement with Nokia (NOK) that will enable the delivery of wireless data services and applications to current and Third Generation networks.

Company is expected to turn a profits this year of $0.03 and then $0.20 in FY01... As investors become a little choosier over which
tech companies they are willing to buy, in light of recent carnage, earnings visibility likely to be major deciding factor... Based on
company`s history of beating consensus estimates, above numbers probably too conservative.
INKT`s technical posture also improving... Stock bounced off of its 200-day moving average and moved back above its 50-day moving average for first time since April... Has also broken cycle of lower lows, lower highs.
Given improving technicals, bright earnings outlook and more favorable sector backdrop, INKT poised for near-term run at 168-170 area.

Gains beyond this ceiling will be difficult, however, as INKT remains a poster child for the new math... Even though earnings growth is very strong, company trading at 4850x estimated FY00 earnings and 728x projected FY01 results, with a price/sales ratio of 85 (based on annualizing last quarter`s revenues)...

So while we see momentum carrying the stock over the short-term, valuations will prevent stockfrom returning to its old highs.
Robert Walberg


german

[german]

Die Aktien-Split- Gerüchte mehren sich, nicht nur bei INKT:

http://www.individualinvestor.com/tbd/article.asp?ID=22304

german

[german]

Vielleicht erfahren wir heute von der Multimedia-Konfrenez in San Jose mehr:



Multimedia conference: Inktomi (INKT) co-founder Eric Brewer is scheduled to speak at MultiMediaCom in San Jose Wednesday. The conference, which began Tuesday and ends Friday, examines streaming media and other forms of webcasting.

german

[german]

Der Inhalt:

11:15 a.m.–12:00 noon
Keynote: Dr. Eric Brewer, Chief Scientist and Co-Founder of Inktomi

Enabling Next Generation Streaming Media Networks

The proliferation of broadband access, enhancements in production and encoding technologies and increasing consumer demand for rich, high bandwidth content are fueling the need for reliable and cost-effective streaming media delivery networks that ensure a high quality end-user experience. These networks provide a scalable infrastructure for both live and on-demand streaming media. In his keynote, Dr. Brewer will address specific IP infrastructure needs for streaming media delivery; the importance of caching, multicast and bandwidth provisioning; enhancing media delivery with network edge services; and putting it all together to create a high-performance, reliable streaming media delivery network.

Der Link:

http://www.bcr.com/mmc/default.asp

german

[german]

>INKT on the move again...I smell a stock split coming very soon and perhaps announced prior to earnings reporting...of course, a stock split usually results in a significant rise in share price days and weeks prior to the actual split...

Princeton, New Jersey, June 19 (Bloomberg Data) -- Inktomi Corp. (INKT US) was reiterated near-term ``buy`` by analyst Henry Blodget at Merrill Lynch. The long-term rating was also reiterated ``buy.``

Inktomi Asks Holders to Approve Increase in Available Shares

6/13/00 4:12:00 PM

Washington, June 13 (Bloomberg) -- Inktomi Corp. asked shareholders to approve an increase in the number of its shares because the maker of Internet search software is running out of shares available for stock splits or other transactions.

The Foster City, California-based company called a special shareholder meeting July 26 to vote on increasing the maximum number of shares it may issue to 1.5 billion from 300 million, it said in a proxy filing to the Securities and Exchange Commission.

Inktomi now has 111.1 million shares outstanding, 52 million shares set aside for employee stock options, and 2.1 million more underlying existing warrants. With about 165 million shares already allocated, the company doesn`t have room to split its high- flying shares under its current cap.

The increase would ``give the company additional flexibility to maintain a reasonable stock price with future stock splits and stock dividends,`` Inktomi`s filing said.

Inktomi twice split its stock 2 for 1 in 1999, most recently in December, as its shares almost tripled during the year. The shares have continued to rise, gaining 35 percent so far this year.

german

[german]

... und weiter geht´s - Wachstum pur!!

Related QuotesINKT 147 +0
delayed 20 mins - disclaimerGet QuotesThursday June 22, 9:02 am Eastern Time

Company Press Release

Inktomi Launches Search Operations in Korea

Inktomi Extends Global Search Leadership With Korean-centric Search Capabilities

SEOUL, Korea--(BUSINESS WIRE)--June 22, 2000--Internet World Korea -- Inktomi Corp. (NASDAQ: INKT - news), developer of scalable Internet infrastructure software, today announced the launch of its search operations in Korea. The Korean operations of the Inktomi® Search Engine, hosted by Openbase, Korea`s premier provider of Internet services, will provide customers with localized Korean content within a highly customizable search platform.

``Powering more than 80 portals and destination sites worldwide, Inktomi is uniquely positioned to deliver comprehensive, highly accurate search results to Korean users,`` said Ted Okazaki, vice president, Asia Pacific operations at Inktomi. ``With millions of Internet users, Korea has emerged as a leader in the Asia-Pacific Internet market and Inktomi is committed to providing leading search technology to this region.``

With more than 15 million Internet users in Korea, up from 10 million in December, Korea ranks as the seventh largest Internet market in the world, according to the Korea Network Information Center.

``Today`s announcement broadens our existing alliance with Inktomi as a distributor of the Inktomi Search Engine and Traffic Server® network cache platform,`` said J.S. Jhung, President & CEO at Openbase. ``We are delighted to host the Inktomi Korean search operations and provide our customers with leading search capabilities and new services.``

The Inktomi Search Engine, which has received broad acclaim for delivering comprehensive and highly accurate Internet search results, powers many of the largest Web portals and destination sites worldwide. Inktomi provides search services on a private-label basis, allowing online media and commerce companies to concentrate on their core business objectives without compromising the brand integrity of their sites. By offering a broad range of customizable features and services, Inktomi enables its customers to build differentiated services that uniquely address the needs of their audiences. The Inktomi search operations in Korea is scheduled to launch in July.

About Inktomi

Based in Foster City, Calif., Inktomi develops and markets scalable infrastructure software designed for ISPs, content delivery and hosting providers, Web portal and commerce sites, wireless operators and global enterprises. Inktomi Portal Services include the search, directory, and commerce engine applications; Network Products include the Traffic Server network cache platform, Content Delivery Suite and associated value-added service applications. Inktomi`s customer and strategic partner base today includes such leading companies as America Online, British Telecommunications, CNET, Excite@Home, Intel, Merrill Lynch, Microsoft, RealNetworks, Sun Microsystems and Yahoo! The company has offices in North America, Asia and Europe. For more information, visit www.inktomi.com.

german

[german]

Aus dem TIME-Magazin von Anfang Mai 2000 - illustriert die Position von INKT als GlobalPlayer:


TIME DIGITAL/E-CONOMY
MAY 8, 2000 VOL. 155 NO. 18

Weaving The Wireless Web
Inktomi, big in search software, prepares to cut the cord
BY LEV GROSSMAN

If you run a traditional, off-line business, chances are you`re hurriedly revising your business plan with a large eraser and a tub of red ink to make it Internet ready. But what if your business is already an Internet enterprise? What should you be preparing for? Ask David Peterschmidt, 52, president and CEO of Inktomi Corp., and he`ll tell you: the wireless Internet.

You may not have heard of Inktomi, based in Foster City, California, but if you`ve ever used the Web, you`ve probably used Inktomi`s software. Inktomi writes code that works behind the scenes. Its software powers the conventional search engines of portals like Yahoo and Snap, and it licenses a "shopping engine" that provides surfers with price comparisons and other product information. Inktomi also competes in the network-caching arena, which means that the company produces software that enables Internet service providers to store Internet content locally, so it gets to you faster. AOL and Excite@Home are major customers.

Inktomi is no fluffy "content play": it does the real nuts-and-bolts stuff, though Peterschmidt, who came to Inktomi from the database giant Sybase in 1996, has a headier way of describing the company: "Inktomi was born out of government-funded research technology at Berkeley. We`re a very dense, intellectual-capital company."

Which is all well and good, but being smart means knowing that you can`t rest on your laurels. About a year ago, Inktomi`s executives began to hear disturbing reports from their colleagues in Europe and Asia. Everybody over there was using cell phones, Inktomi heard, and people weren`t just using them for having conversations.

In Scandinavia you can buy a Coke by pointing your cell phone at a vending machine; the charge goes right on your phone bill. "You ought to see what DoCoMo is doing!" says Peterschmidt excitedly (DoCoMo is Nippon Telegraph & Telephone`s mobile-communications group). "You`ll see 11-, 12-year-old kids on the street with their cell phones, and they`re using their thumbs so fast, you can`t see `em."

The kids, he says, were downloading music, playing games, instant messaging one another, you name it. "It was obvious that the Europeans and Asians had thought this through a lot more than we had."

Peterschmidt, who has an M.B.A. from Chapman University in Orange, California, says he realized that cell phones weren`t just nifty gadgets; they were also the future of the Internet. That analysis jibes with what Eddie Hold sees. Hold, who covers wireless technology for Current Analysis, an Internet strategic-planning service, says, "If you look at the size of the customer base for wireless, more people are using wireless handsets than have PCs. There`s a huge potential market there, and someone is going to fill that gap."

If Inktomi was going to have a shot at becoming a major player in the move to wireless, Peterschmidt was going to have to give the company a thorough makeover, reinventing it for the wireless Internet economy. He acted quickly. In July of last year, Peterschmidt packed his entire executive team off to Europe to give it a good, strong whiff of the future. The group soon realized that the Internet is a whole different animal when you`re looking at it on a cell phone.

"The American approach is get everything that`s on a laptop into a cell phone," Peterschmidt says. "That`s ridiculous."

Inktomi set out to tackle one by one the differences between the Internet a la PC and the handheld Internet. The first, most obvious problem was that the cell-phone screen is a lot smaller than a PC monitor`s; phones can`t display a conventional Web page. "We had to learn to reformat Web pages on the fly, so that they fit the device," Peterschmidt says.

Inktomi formed an alliance with a company based in Naperville, Illinois, called Spyglass, which specializes in transforming Internet content--stripping out images and scrunching it down--to fit whatever device the content is being viewed on. The other major hurdle to be overcome was the cell phone`s negligible memory. The little darlings don`t have hard drives, bless them, so Inktomi rebuilt its network software to make sure that when someone uses a phone to access the Internet, as much information as possible will be stored on the server, rather than on the phone`s teensy chips. MORE>>

The differences between the wired and the wireless Internets are more than technical: people use cell phones in different ways and in different situations than they do PCs. Travelers often turn to Internet-enabled cell phones for directions, for example, which means that the user`s location becomes a factor.

The company realized that when a customer asks, "Do you know any good restaurants nearby?," it`s crucial to have good information about where, precisely, the question originates. Inktomi found a solution in AirFlash, a company based in Redwood, California, which has developed technology that can track cell-phone users and customize content specifically for their exact location. Not only can AirFlash find the closest Ethiopian restaurant to you, but it also knows that if the closest one is half a mile away and on the far side of a river, you`ll probably want to eat somewhere else.

Finally, there`s the all-important cell-phone-dinkiness annoyance factor. "I don`t want to do a lot of page views on this thing," says Peterschmidt, holding up his cell phone. "I want to get to what I want in one or two clicks." Inktomi`s answer is to anticipate the user--to guess what you`re looking for, employing what Peterschmidt calls "predictive logic" based on "aggregate behavior patterns," and give it to you before you`ve worked yourself into a tizzy clicking those tiny buttons.

Inktomi went public with its new wireless initiative (which also includes deals with Sun, Hewlett-Packard and Portal Software) in March, and not a moment too soon. In February AOL had unveiled a massive wireless push that includes alliances with Nokia, Motorola and BellSouth; AOL`s Instant Messenger software will be on Sprint PCS phones by this summer. Yahoo recently did a deal to put its e-mail and instant-messaging services on the wireless Palm VII, and Amazon and eBay are rumored to be engineering their own wireless deals. Someone is going to have to move all that data. Inktomi wants to be the one to do it.

As fast as Inktomi is moving, there`s one change the company`s going to have to get used to: the more the wireless Internet grows, the less the U.S. will be the center of the action. "We`re at least two years behind the Europeans," says Peterschmidt. "The technology leadership is all going to come from Europe and Asia." Americans are used to feeling as if they own the Net, but that`s not going to last. So how long until Americans can use their cell phones to buy a Coke? Peterschmidt shakes his head almost ruefully. "I bet it`ll be a while." Oh, well--at least they`ll still be drinking Coke. END

german

[german]

Empfehlung von heute (thestreet.com):


David Hilal


Friedman, Billings, Ramsey, Internet Software and Services

Hilal, 29, specializes in Internet "enabling technology." Prior to joining Friedman Billings in 1997, Hilal was a manager at American Management Systems (AMSY:Nasdaq - news), a global information technology consulting firm. Hilal received both his M.B.A. in finance and his B.S. in mechanical engineering from the University of Notre Dame.

What He Looks for

Hilal takes a top-down approach when evaluating companies. The most important criteria he considers are:

* Market size and market growth: Is the market saturated or still in its infancy?
* Technology: "I view that as the barrier to entry. Companies that have their own intellectual property tend to do better competitively."
* Differentiation: He looks for unique relationships with OEMs, or partnerships, not what he calls "Barney" relationships, the "I love you, you love me" deals.
* Management: "Management must be able to change the direction of the ship. You can`t put it on autopilot."
* Business and revenue models: "If they`re not making money today, do they have a revenue model where they can?"

What He Likes Now

Hilal currently covers nine stocks. His top two picks are Inktomi (INKT:Nasdaq - news) and Ariba (ARBA:Nasdaq - news). Hilal says the two companies both have a dominant position in their space and attractive revenue and business models. Another favorite of Hilal`s is WebMethods (WEBM:Nasdaq - news). Though not yet cash-flow positive, WebMethods has a recurring revenue model that Hilal likes. (Friedman Billings had a venture capital investment in WebMethods and also underwrote the company`s IPO.)

"My relationship with public companies is solely research," says Hilal, explaining that he isn`t part of investment banking decisions involving public companies. (The firm has investment-banking relationships with three of the companies that Hilal covers.) Still, as a limited partner in Friedman Billings` venture capital investment division, Hilal does participate in decisions regarding investments in private companies, like the investment in WebMethods.

german

[german]

Janus Makes Big Bet on Telecom Sector
By Ian McDonald
Senior Writer
6/22/00 8:21 PM ET

Janus has spoken, and the word is telecom.

... und INKTOMI !!

The top-selling Denver growth shop filed shareholder reports for its 15 retail stock funds with the Securities and Exchange Commission Thursday.
............
.............
And in a time when most managers are selling dot-com content stocks, Enterprise manager has raised the industry from a 2.6% weighting in October to a 8.4% weighting on April 30. His favorites in the area are Inktomi (INKT:Nasdaq - news), DoubleClick (DCLK:Nasdaq - news) and Network Solutions (NSOL:Nasdaq - news), the Net-address wholesaler recently purchased by Net-security specialist Verisign (VRSN:Nasdaq - news).
(thestreet.com)

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[german]

Vergleich AKAMAI und INKT:


June 22, 2000
Speedy delivery
Akamai and Inktomi crank up the Web, and their shares are flying too. Should you jump aboard?

By David Futrelle

In the heyday of Internet mania, all a dot-com company needed was well worded press release to send its shares though the roof (even if it said precious little about its business prospects). Well, it`s looking like 1999 all over again.

This week, two former Internet high fliers--Akamai and Inktomi--both experienced one-day surges of nearly 20% on nothing more than some favorable comments from a couple of sell-side analysts. On Wednesday, Chase H&Q analyst David Levy initiated coverage on Akamai with a "buy" recommendation. Two days earlier, Merrill Lynch`s Henry Blodget merely reiterated his "buy" rating on Inktomi. That`s right: He didn`t actually upgrade the stock; he simply announced he had nothing new to announce.

Clearly, quite a few investors were waiting for any excuse to buy these stocks, which for a time were two of the hottest names on the Internet--that is, until March came in like a lion and knocked the wind out of them both.

There`s a lot to like about these companies. Both are in the business of speeding up the Web--not by adding new fiber lines but by moving the Web pages closer to users. Typically, when you go to a website, the information you get is sent hither and thither over the public Internet, a process that can result (as we all know) in various glitches and delays. Both Inktomi and Akamai work by getting information to you over the shortest route possible--though they approach the problem in different ways.

Inktomi targets Internet Service Providers. Inktomi`s software closely monitors traffic on the ISPs` networks, making copies of the most frequently requested Web pages (say, the Starr Report, or the Victoria`s Secret website). Then Inktomi temporarily stores them on its own servers, which are closer to users.

Akamai, by contrast, works directly with content providers, distributing their Web pages to its own network of servers. When you request, say, a page from The New York Times (one of the company`s customers), Akamai takes over and sends you the relevant content from whichever one of its servers closest to you.

Each company, naturally, claims that its Kung Fu is the best. Regardless of who is right, both companies have at least convinced long lists of prominent companies that their Kung Fu is at least good enough. Inktomi has, in the words of analyst Peter Ausnit of Prudential Securities, an "extraordinary roster of marquee customers," including AOL and AT&T@Home. The company is growing hand over fist--in April, the company noted it had managed 200% revenue growth eight quarters in a row. And it has even started to turn a profit.

Akamai, has its fans as well. They think its pitch to content providers is a much easier sell than Inktomi`s pitch to ISPs (basically, content providers care a lot more about speed than do ISPs). Akamai has signed up its own blue-chip roster of clients, among them Microsoft and Apple. To many, it looks like the company to beat. "This company is clearly the market leader in this space," says Chase H&Q`s Levy--and, he thinks, it will likely maintain its lead, quite possibly becoming a "core infrastructure provider for the next wave of the Internet revolution."

The only problem with this rosy picture (you knew this was coming, didn`t you?) is that both of these stocks only look cheap in relation to their earlier, ludicrously inflated prices. Akamai, which is unprofitable, has a price to sales ratio of 540; its market cap of roughly $12 billion is supported by trailing twelve month sales of, er, $11 million. Inktomi`s P/S ratio is also sitting up in nosebleed territory, at 123. (Cisco`s, by contrast, is 29--and even that is high by traditional standards.)



Of the two stocks, Akamai looks to be the biggest risk: Not only is it the more expensive, but the company has a growing number of competitors nipping at its heels. Akamai may have garnered itself some high-profile customers, but it`s a little early to anoint it the winner in this race. "There are a dozen content delivery companies coming to market," says Ausnit, the Inktomi fan. So to say that the company that happens to be the "most visible player in this market today is going to reap monopoly profits is nonsensical."

Akamai and Inktomi are for momentum players only. Remember, stocks that can shoot up 19% in a single day for no good reason can fall just as far, just as fast. Sometimes it`s good to let a little fear temper your greed.

[german]

Ganz interessant:

aus dem yahoo.board zu inkt:

42652   Another INKT Investment (pt 2) HRearden1    6/24/00 4:47 pm
42651   Another INKT Investment (pt 1) HRearden1    6/24/00 4:47 pm
42650   Big INKT Investment HRearden1    6/24/00 4:35 pm
42649   This is the Key HRearden1    6/24/00 3:49 pm
42648   Bear Stearns Report (pt 2) HRearden1    6/24/00 3:45 pm
42647   Bear Stearns Report (pt 1) HRearden1    6/24/00 3:44 pm

Der Link: http://messages.yahoo.com/bbs?action=topics&board=9133397&si…

german

[german]

INKT und US Government:

Saturday June 24 3:01 PM ET

Clinton Announces New Web site

By ANN GEARAN, Associated Press Writer

LOS ANGELES (AP) - The government is consolidating its 20,000 Web sites into a single Internet location offering information from grants and contracts to an individual`s benefits, President Clinton said Saturday.

``Whether you want crucial information in starting a small business, or you want to track your Social Security benefits, you can do it all in one place, 24 hours a day, seven days a week,`` he said in his first exclusively World Wide Web address to announce the project.

The site, http://www.firstgov.gov, should be operating within 90 days as the government and Web designers worked ``in the spirit of cutting through red tape,`` Clinton said.

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(Requires Yahoo! Messenger) It will offer individuals, small businesses and others a single source for information about roughly $500 billion in government grants and contract opportunities, Clinton said.

``When it`s complete,`` he said, ``firstgov will serve as a single point of entry to one of the largest, perhaps the most useful collection of Web pages in the entire world.``

The site is being developed, at no cost to taxpayers, by a team led by Internet entrepreneur Eric Brewer.

Brewer, chief scientist at Inktomi Corp. (NasdaqNM:INKT - news), a software developer and marketer in Foster City, Calif., ``developed one of the most successful Internet search technologies with the help of government grants,`` Clinton said in the Webcast, taped in Los Angeles during a West Coast fund-raising trip.

Inktomi`s Web site said Brewer and Paul Gauthier, the company`s chief technology officer, ``developed a way to achieve supercomputing power at microcomputer prices`` while working on a federally funded project at the University of California, Berkeley, in 1996.

Brewer did not immediately return a message left Saturday at his office.

``Over the coming year we will make it possible for people to go online and compete for these grants and contracts through a simplified electronic process,`` the president said. ``Moving this enormous volume of business online will save a great deal of money and time for our taxpayers.``

The White House said the plan is to offer a more standardized application process for the 30,000 different organizations that currently receive federal grants every year.

The site now features information about the coming service.

The president also announced a competition for new ideas in electronic government service. The nonprofit Council for Excellence in Government will award up to $50,000 for the best ideas from government employees, students, researchers and others.

german

[german]

Wird auch YAHOO-Aktionäre freuen:

Net heavyweights say YES to Yahoo
By Bambi Francisco, CBS.MarketWatch.com
Last Update: 4:32 PM ET Jun 24, 2000 NewsWatch
Latest headlines

SAN FRANCISCO (CBS.MW) -- In a bid to launch its corporate portal services with a big bang, Yahoo is expected to unveil its new enterprise-packaged offering with three Internet heavyweights as partners on Monday.

Inktomi (INKT: news, msgs), Critical Path (CPTH: news, msgs) and Tibco Software (TIBX: news, msgs) are contributing to the overall package development, according to sources close to the deal. The companies could not be reached for comment.

The Corporate Yahoo portal, called Yahoo Enterprise Services or YES, enables companies to integrate proprietary corporate content and applications with Yahoo’s personalized Internet content and services. The first trial is set for the state of North Carolina, according to sources.

For Yahoo (YHOO: news, msgs), the arrangement helps to jumpstart its efforts to enter the corporate market and diversify its advertising-dominated revenue stream. For the other partners, the deal is a major distribution channel. The economics will likely be a revenue-sharing arrangement.

Inktomi is already the search platform for Yahoo. Analysts believe that since Inktomi recently purchased Ultra Seek to enter the corporate small business market, this will be the same service resold through Yahoo’s portal package. Critical Path, the dominant outsourcer of messaging solutions, will provide the e-mail and calendaring applications.

Tibco Software will let Yahoo use its Tibco ActiveEnterprise, for business process integration and automation, and TibcoActivePortal, for aggregating information and personalized interactivity via the Web and wireless devices. Yahoo will resell Tibco’s PortalBuilder product as Yahoo Portal builder.

The corporate market is a major initiative for all companies involved. Merrill Lynch predicts that the enterprise information portal market will climb from $4.4 billion in 1998 to more than $14.8 billion in 2002.  

german

[german]

Da ist sie:


Related QuotesINKT
YHOO 140
125 +0
+0
delayed 20 mins - disclaimerGet QuotesMonday June 26, 6:55 am Eastern Time

Company Press Release

Inktomi Selected by Yahoo! as Premier Enterprise Search Solution Provider for Corporate Yahoo! Service

FOSTER CITY, Calif.--(BUSINESS WIRE)--June 26, 2000--Inktomi Corp. (NASDAQ:INKT - news) today announced an agreement with Yahoo! Inc. (NASDAQ:YHOO - news) to become the premier search and navigation technology provider for Corporate Yahoo!(TM) (http://corporate.yahoo.com), a - customized enterprise information portal based on the My Yahoo! interface. With Inktomi`s Internet infrastructure software, Yahoo!`s Global 2000 enterprise customers can benefit from scalable, easy-to-use search and navigation capabilities, enabling employees to quickly and efficiently navigate their corporate intranets.

Inktomi also stated that Yahoo! will phase out the Inktomi Search Engine for general Internet search queries. Both companies have valued their relationship in this area and look forward to developing solutions for the growing enterprise marketplace and seeking expanded ways to work together in the future.

``Today`s announcement moves our relationship with Yahoo! into a new area of opportunity for the Inktomi search business,`` said David Peterschmidt, president and CEO of Inktomi. ``We are delighted to offer a powerful enterprise search technology solution for use with Corporate Yahoo!. The enterprise market is rapidly expanding and Yahoo!`s selection of Inktomi as a premier enterprise search solution provider is a strong validation of our new enterprise search initiatives.``

``We are pleased to continue working closely with Inktomi to enhance our new Corporate Yahoo! service,`` said Jeff Mallett, president and chief operating officer, Yahoo!. ``The scalable intranet and extranet search technology provided by Inktomi will offer an essential core application for our enterprise customers, giving their employees access to corporate documents with fast and highly accurate search results.``

With Corporate Yahoo!, companies can integrate their corporate content and applications with personalized Yahoo! Internet information. Through the integration of packaged search and navigation software with Corporate Yahoo!, Inktomi further enhances the user experience with powerful search and navigation capabilities while offering enterprises a scalable and easy-to-use search solution. For large organizations aggregating multiple intranet sites, Inktomi provides a robust search solution for finding vital information within corporate knowledge stores.

german

[german]

Und hier aus der Sicht von Yahoo:

Monday June 26, 6:55 am Eastern Time

Company Press Release
SOURCE: Yahoo! Inc.

Yahoo! Introduces Corporate Yahoo! Services for Enterprise Market

Yahoo! and TIBCO Software Co-Develop Yahoo! Portal Builder to Enable Integration of Enterprise Applications With Corporate Yahoo!

SANTA CLARA, Calif., June 26 /PRNewswire/ -- Yahoo! Inc. (Nasdaq: YHOO - news), a leading global Internet communications, commerce and media company, today announced the introduction of Corporate Yahoo!(TM) ( http://corporate.yahoo.com ), a customized enterprise information portal based on the widely used My Yahoo! ( http//my.yahoo.com ) interface. Corporate Yahoo! enables companies to integrate proprietary corporate content and applications with Yahoo!`s personalized Internet content and services behind existing firewalls.

``Corporate Yahoo! will help Global 2000 companies maximize the investment they have already made in their intranets and extranets by providing a compelling service for accessing both corporate and personal information,`` says John Willcutts, vice president, Yahoo! Enterprise Services. ``Corporate Yahoo! is a natural extension of what Yahoo! already does well: provide scalable and customized content and solutions on a global basis with the end-user in mind. We have developed this solution in response to strong demand from companies that want to leverage Yahoo!`s current popularity in the workplace to increase productivity and improve communications.``

While analyst estimates vary, Merrill Lynch predicts that the enterprise information portal market will climb from $4.4 billion in 1998 to $14.8 billion in 2002.

``Corporate Yahoo! is an excellent addition to our commitment to provide open, scalable and secure global communications, information and commerce services for enterprises,`` says Jeff Mallett, president and chief operating officer, Yahoo!. ``We see a tremendous opportunity to fill the same needs for businesses that Yahoo! currently fills for the mass consumer audience, by leveraging our proven ability to provide users with personalized, relevant content and enabling transactions and mobility.``

* Corporate Yahoo! Provides Robust Delivery of Personalized Internet and
* Corporate Content
* Corporate Yahoo! is a highly personalized offering that allows individual

users to view information that is important and relevant to them. The layout
of a Corporate Yahoo! start page is determined by a user`s My Yahoo!
preferences as well as the programs and applications they will have access to
based on their department and role in the organization. For example, a user
may have everything from financial news and personal stock portfolios to human
resources information or sales tracking applications all on one location.

Corporate Yahoo! utilizes TIBCO ActivePortal(TM) technology from TIBCO Software Inc. (Nasdaq: TIBX - news), a leading provider of real-time infrastructure software for e-business. Yahoo! and TIBCO co-developed the Yahoo! Portal Builder software, which resides behind the corporate firewall, to enable the integration of customized Internet content delivered by Yahoo! and corporate content from a company`s existing intranets, databases and enterprise applications.

Corporate Yahoo! can be deployed on a global basis, leveraging the technology platform Yahoo! has built in 22 world properties and 12 languages. Yahoo! also leverages its 1,400 content partnerships to provide superior content and personalization to the user.

``Having delivered 18.8 billion page views to over 145 million users in March 2000, Yahoo! has demonstrated its ability to scale its operations,`` says Willcutts. ``We bring that same strength to the organizations we work with and will deliver our solution to meet the needs of businesses of any size.

``Additionally, Corporate Yahoo! is both cost-effective and quick to install and can be easily integrated with existing intranets. Companies canalso feel confident because their corporate content remains protected behind the company firewall,`` he says.

First Customers Jumpstart Introduction of Corporate Yahoo!

Today, Yahoo! is announcing that Alcatel, Inktomi, Network Appliance and State of North Carolina in conjunction with Andersen Consulting have signed agreements to deploy Corporate Yahoo! in their organizations. Yahoo! is also in early deployment with other major enterprises, including five Fortune Global 500 companies.

North Carolina`s State Chief Information Officer Rick Webb says, ``Corporate Yahoo! is the platform we are using to create North Carolina @ Your Service, an Internet portal giving citizens, businesses, state employees and others fast, simple access to the state`s services and information. We are also leveraging Andersen Consulting`s service delivery and government expertise to integrate Corporate Yahoo! with our network.

``Businesses, citizens and state employees will be able to access online government services, customized applications, and Yahoo!`s personalized content from one start page developed specifically for each audience. Not only will it improve communication among employees and help us expand the level of government services we provide to citizens, it will also establish the infrastructure that is necessary to continue to attract and retain companies in North Carolina,`` says Webb.

Premier Solution Providers

Yahoo! has developed key alliances with leading technology and applications service providers to ensure Corporate Yahoo! delivers a comprehensive, enterprise-level solution.

-- TIBCO Software`s TIBCO ActivePortal and TIBCO ActiveEnterprise®
product suites enable customers to connect, integrate and automate
their back-office and front-office applications into their portals,
and connect these systems to their customers and partners over the
Web.
-- Inktomi Corp. (Nasdaq: INKT - news) will provide premier search and
navigation technology. Yahoo! selected Inktomi because the
customizable, easy-to-use search technology it provides is best suited
to corporate environments, enabling users to quickly and efficiently
search intranets for documents and information.
-- Hewlett-Packard Company (NYSE: HWP - news) will act as a premier reseller. HP
will also provide sales, marketing, system integration and ongoing
customer support.


WebEx will be the premier provider of web-conferencing and real-time meeting and video collaboration tools for interactive intranet conferencing.

Technology Solution Providers

Yahoo! has also developed alliances with technology solution providers to offer additional functionality to the Corporate Yahoo! service.

-- Citrix Systems` (Nasdaq: CTXS - news) NFuse(TM) technology will enable
server-based applications to be launched from a standard Web page
simply by clicking on a link or icon.
-- Netegrity`s (Nasdaq: NETE - news) SiteMinder® secure management platform
will enable single sign-on, authentication management and entitlement
management.
-- Critical Path (Nasdaq: CPTH - news) will support messaging, personal
information management (PIM) and collaboration through its InLine(TM)
Resource Management, InSchedule(TM) Calendaring, InScribe(TM) Email
Messaging and InScribe(TM) Secure File Services.
-- Network Appliance is Yahoo!`s preferred storage solution provider for
My Yahoo! and other Yahoo! properties. Yahoo! is a Powered by Network
Appliance partner.


About Yahoo! Business and Enterprise Services

Yahoo!`s Business & Enterprise Services leverages Yahoo!`s strengths as a leading provider of consumer media, communications and commerce services and extends these services to help corporations meet their objectives. This suite of services includes Corporate Yahoo! ( http://corporate.yahoo.com ) a customized enterprise information portal based on the widely adopted My Yahoo! ( http//my.yahoo.com ) interface, Internet broadcasting services through Yahoo! Broadcast ( http://broadcast.yahoo.com ) and Yahoo! NetRoadshow ( http://netroadshow.yahoo.com ), and commerce exchanges through Yahoo! B2B Marketplace ( http://b2b.yahoo.com ).

german

[german]

INKT im vorbörslichen Handel bei 126$ - sind die Folgen der Ankündigung von Yahoo, auf Google´s Search-engine umzusteigen.

german

[german]

Das führende Internet-Portal Yahoo! (Nasdaq: YHOO) wählt Inktomi (Nasdaq:
INKT) und die Suchmaschine Google für seine Suchtechnologie bzw.
für sein Internet-Netzwerk. Google wird dabei seine Suchdienste in
das Netzwerk von Yahoo! einbinden. Die Integration dieser Services
soll bereits in den nächsten 30 Tagen abgeschlossen sein.


Inktomi wird dabei die vorrangige Technologie für Yahoos Geschäftsportal
liefern, welches auf Basis von My Yahoo! aufgebaut ist.
Darüber hinaus wollen beide Unternehmen zukünftig noch näher zusammenarbeiten,
um weitere Services und Suchdienste für den geschäftlichen Einsatz
zu entwickeln. Über finanzielle Details beider Vereinbarungen wurde nichts
bekannt.

Außerdem gab Yahoo! die Beteiligung an ChinaTimes.com bekannt. Yahoo!
wird für einen nicht näher genannten Betrag eine 5%ige
Beteiligung an der Internet-Tochter des Verlagshauses China-Times erwerben.
Kurse: http://www.wallstreet-online.de/include/suchen.php3?k=US9843…
News: http://www.wallstreet-online.de/include/suchen.php3?k=US9843…
Board: http://www.wallstreet-online.de/include/suchen.php3?k=US9843…
Analysten: http://www.wallstreet-online.de/include/suchen.php3?k=US9843…

[german]

Der Kursrückgang heute scheint übertrieben, da Yahoo´s Anteil an Umsatz gerade mal bei 3% liegt und durch den neuen deal sicherlich nicht geringer wird.

aus dem yahoo-board:

Nonsense
by: msratty_1999 6/26/00 9:32 am
Msg: 42714 of 42717

First, INKT`s main business is not search, it`s caching.

Second, search has not been a big money maker for INKT, in fact it`s almost a loss leader. By that I mean that INKT used search to get its foot in the door to offer other more lucrative services.

Third, I`m certain INKT will make more money in the new deal announced with Yahoo than in the old.
Good luck to Google. It`ll need it. Peterschmidt is no dummy. He`s letting Google handle the search grunge work, while INKT branches out to more lucrative areas.

german

[german]

Monday June 26 10:02 AM ET

Yahoo Turns for Google for Most Web Searches

NEW YORK (Reuters) - Yahoo Inc. (NasdaqNM:YHOO - news) said on Monday that privately held search engine Google Inc. will perform its Web searches, replacing Inktomi Corp. (NasdaqNM:INKT - news), which counted Yahoo as one of its best known clients.

Yahoo said it would continue to use Inktomi`s search services on corporate systems that use Yahoo as a home page, as well as on Yahoo`s own corporate system.

 Speak your mind
Discuss this story with other people.
[Start a Conversation]
(Requires Yahoo! Messenger) Inktomi officials were not immediately available for comment.

Shares of Inktomi fell 21-1/8 to 119-1/4 on Nasdaq on Monday. Yahoo fell 2-9/16 to 122-3/4.

The change will not reduce Inktomi`s earnings, according to a source close to the company, who declined to comment on the impact on revenues.

Inktomi has more than 50 percent of the search market, and while Yahoo was not its largest customer, it was one of its first customers.

Yahoo said it chose Google, which searches the Internet by sites users prefer, ``because they share our strong consumer focus.``

german

[german]

Hallo, hier auch noch mal die Stellungnahme vom INKT CEO zum Deal mit Yahoo. Der Anteil der Umsätze durch Yahoo beträgt ca. 2-3% des Umsatzes von INKT, und der wird durch die Teilnahme am YES-Portal sicher mehr als ausgeglichen.

Trotzdem sind die Umsätze heute bei INKT sehr hoch, derzeit nahe der 17.000.000 Stück-Marke.

german


CNBC 6/26/00 - 11:10 AM... vis and compaq, other considerations here owe than just technology. We never take any loss lightly and we will win it back just like we did microsoft. I don`t see it as any significant technology threat. Inktomi has get the most advanced search technology out there, we control most of the market. We are on six continents and i think more importantly, we run at 99.9% Reliable and that is a huge asset across the board so this technology piece is pretty minor in my mind. We will catch that aspect of it quickly. Steve: When you say you will twin back, you mean you will win back the yahoo! Contract? >> Yeah, my conversation with i can`t is no different that microsoft and took us nine months to get microsoft back and you can rust assured, we will be we`re back after yahoo! Just as fiercely as microsoft. Steve: How secure is the aol contract? >> Very security. Steve: No risk of losing that? >> We talked to aol and i-1 and everybody is committed to inktomi, bullish on the arrangements with us. Steve: When you win it back, is that going to be about price? >> No, i don`t do did on price steve we will leave it there, david peterschmidtt of inktomi, thank you for joining us.

german

[german]

Mal eben 3 Milliarden (in Amerikanischen 3 billion) $ Marktkapitalisierung futsch:


Market Misses Big Picture With Inktomi


June 26, 2000 - Investors in Inktomi should indeed be bothered by news
that Yahoo! (NASDAQ:YHOO) is replacing the company`s search technology
with that of rival Google.

After all, Yahoo`s search service is used more than any other by Web
surfers worldwide, and thus provides a high-profile platform for whatever
search technology runs behind the user interface.

But does that customer loss do $3 billion in damage to Inktomi? Of course
not. Yet panicky investors rushed to dump INKT shares Monday, driving the
stock down to 113, or 19.5 percent below Friday`s closing price of 140
3/8. In terms of market capitalization, that`s a drop from $15.5 billion
to $12.5 billion.

And while shares had crawled back up to 117 by late morning, the selloff
still wiped out most of INKT`s gains for the month of June.

However, even after the market`s overreaction, Inktomi remains one of the
top-performing Internet stocks of the year to date. Through Friday`s
closing, shares of INKT were up 58 percent, a YTD gain exceeded by only
eight other `Net stocks.

At $117 per share, INKT is up 31.2 percent YTD a gain that puts it among
the 15 biggest YTD gainers.

In light of the "buy the rumor, sell the news" investment adage, the
market`s overreaction isn`t shocking. Nor is it unwelcome, at least for
investors who recognize an opportunity to buy into a major `Net player at
a temporary discount, and who understand where Inktomi is headed.

Sure, the company initially made a name for itself with its HotBot search
technology, but Inktomi for some time has been focusing more on its
caching server technology as large networks and ISPs have struggled to
handle the volume of traffic bombarding them. A look at Inktomi`s revenue
growth underscores this strategy.

Sales of the Traffic Server caching software and other networking products
were $52.9 million in the six months ended March 31, an increase of $38.6
million, or 268 percent, over the comparable year-ago period. In contrast,
search technology revenue for that same recent six-month period was $30.5
million, an increase of $18.8 million, or 161 percent over the year-ago
period.

Further, Inktomi is moving aggressively to position itself as a key
infrastructure player in the wireless sector.

Bottom line: This is a company that has held, and even increased its
value, in an imploding market, and has been successfully repositioning
itself to lessen its dependence on search technology revenues. Losing
Yahoo as a general search customer does little or no harm to Inktomi in
the long run.

german

[german]

Und weiter geht´s:

6/26/00 5:02 pm

Yahoo chooses Google, but Inktomi unfazed
June 26, 2000 by Ben Charny
Upstart search engine Google will replace Inktomi (INKT) as the
default search engine provider for Yahoo (YHOO), the companies announced today. But the separation between Yahoo and Inktomi isn`t total. Inktomi will be the search engine for Corporate Yahoo, a site launched today that lets companies customize Yahoo`s products for their own, internal use.
Apparently, the switch was made because Google has a feature called
"relevancy," which Inktomi does not, analysts say. Relevancy lets a
Google user "score" the list of Web page links he receives after
searching, to determine which best fits his needs.
Analysts upbeat on Inktomi
The Street pounded Inktomi today. The stock closed down $25.31, or 18 percent, to $115.06. But Inktomi analysts were upbeat about the deal, saying it will have little short- or long-term impact. The revenue from Yahoo was a scant 2 percent of Inktomi`s cash flow, says Prudential Securities analyst Peter Ausnit.
The company also has revenue throughout the upcoming quarter and is still growing at 30 percent a year, Ausnit says. He adds that Inktomi lost a big-name customer a year ago, only to win it back in about nine months.
Last year, Ausnit says, Inktomi was replaced by AltaVista on the
Microsoft (MSFT) Network. Ausnit said the deal was struck as a way for both Microsoft and Alta Vista-owner Compaq (CPQ) to prop up AltaVista for its now delayed public offering.
It took about nine months, but Inktomi ultimately won back Microsoft. "I don`t like losing a customer, I never do," said Inktomi CEO David Peterschmidt. "We will fight. We will be relentless. But at the same time there are other things in motion here." Yahoo boosting Google`s IPO? Peterschmidt and a slew of analysts think Yahoo may also be helping Google with an as-yet-unscheduled initial public offering. Although the IPO date hasn`t been set yet, Google`s job postings are offering "pre-IPO stock options" to prospective employees.
Ausnit also thinks Inktomi will win back its old beau. "This has happened before, an important customer left Inktomi and went to a competitor. Inktomi rolled up its sleeves and won MSN back," he says. "We believe that Inktomi is poised to win Yahoo
back."
Another analyst with Morgan Stanley agrees that Inktomi will try to
regain Yahoo`s business, although he wouldn`t endorse the notion that
Inktomi is "poised" to win Yahoo back. The analyst said the company will obviously fight for Yahoo, but may not be in as promising a position at it was last year when it lost MSN.

german

[german]

GAGA OVER GOOGLE - Genau!!


How gaga is Yahoo over Google?
Inktomi`s good, bad news 
What should investors do? Inktomi`s acquisition plans
By Bambi Francisco, CBS MarketWatch
Last Update: 5:01 PM ET Jun 26, 2000 Commentary
See related story

SAN FRANCISCO (CBS.MW) -- Yes, there`s good news--but there is also bad news. No doubt when a stock is priced to perfection, there can`t be much by way of bad news. Overall, however, the hatchet job on shares may be a near-term slap on the wrist.

Inktomi (INKT: news, msgs) has said that it will be the underlying search engine behind Yahoo`s enterprise information portal, called Corporate Yahoo.

That`s the good news.

The bad news is that Inktomi is losing Yahoo`s (YHOO: news, msgs) business in general search queries, as Yahoo`s contract expires July 1.

Psychologically, it`s a significant loss. "You never want to lose a customer," said Inktomi CEO David Peterschmidt in an interview with CBS MarketWatch. But from a revenue perspective, the deal accounts for less than two percent of the company`s revenue, he added.

Moreover, new revenue from Ultraseek, is expected to "neutralize" any revenue loss from Yahoo`s general search query business, Peterschmidt said. Inktomi recently bought Ultraseek to penetrate the enterprise portal market. That deal is expected to close in Inktomi`s fourth quarter, which begins on July 1.

Search: not the growth driver

Additionally, Peterschmidt said emphatically said that the general search query business isn`t the revenue-driver for Inktomi.

Inktomi`s top-line growth "has been over 200 percent annually, and between 25 to 30 percent sequentially; the search business is not growing at the rate that Inktomi is growing," he said. Revenue from search has  grown an average of between 17 to 18 percent quarter-over-quarter, he said.

Search also doesn`t account for the lion`s share of Inktomi`s total revenue. According to Peter Ausnit, an analyst at Prudential Volpe, search accounts for 35 percent, while network products accounts for the remainder.
Today on CBS MarketWatch
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Updated:
6/26/2000 4:02:30 PM ET

Still, with start-ups aspiring to dethrone Inktomi as the king of search, Inktomi has to be on guard. "Inktomi can`t sit on its laurels," said Ausnit. 

That could mean Inktomi may come under pressure to lower prices to maintain its current contracts with its other major portal partners.

But according to Peterschmidt, that`s not in the cards. 

Major clients intact

Yahoo`s business accounts for nearly 10 percent of Inktomi`s total search business. Inktomi also depends on other major portals for its general search query business, such as America Online (AOL: news, msgs) and Microsoft`s (MSFT: news, msgs) MSN. Inktomi runs the search for all of Microsoft`s MSN domestic and "key" international Web properties, and all of AOL`s Web properties.

"We feel very secure," Peterschmidt said. Search contracts with Inktomi run between two or three years. Currently, Microsoft just went live and America Online is only a year into its contract, he said.

The Yahoo loss also smacks of another time when Inktomi was 18 months younger. In January 1999, Inktomi lost Microsoft as a client to Alta Vista. Shares were knocked down 28 percent over the course of two weeks, reminds Robert Fagin, an analyst at Bear Stearns. And at that time, Microsoft accounted for a greater percentage of sales than Yahoo does now.

We all know that Inktomi vindicated itself after Microsoft went back to Inktomi a year later. According to Ausnit, Inktomi won back the business because of its reliability and scalability. And those investors who weathered the storm, were greatly rewarded for buying when the stock price dipped.

"We`ve gone through this drill before," Peterschmidt said.

Gaga over Google

The Yahoo and Microsoft loss also have other things in common, said Peterschmidt. "I`m under non-disclosure," he said, prefacing his remarks. "Just as there were other circumstances when Microsoft went to Alta Vista, there`s some of that at play here," he said.

Peterschmidt was likely referring to Google’s and Yahoo’s common board director, Michael Moritz, a venture capitalist at Sequoia Capital, said Prudential Volpe`s Ausnit. “Additionally, there may be some relationship whereby Yahoo has equity in Google,” Ausnit said. Yahoo may be trying to add credibility to the start-up, he added.

That`s a lot more clear than Petershmidt`s comments.

When I pressed Peterschmidt to elaborate, he gave me a very vague and ambiguous answer. Then he proceeded to shed light on a recent meeting with nine portfolio managers at Fidelity who were concerned about the likes of privately-held, fast-growing, and certainly popular search engines, such as Google (www.google.com)  and Norwegian-based FAST Search and Transfer (www.alltheweb.com).

Said Peterschmidt: "The most likely scenario is that they end up getting acquired by our major portal partners because the IPO window is shut and these companies (Google, FAST) won`t be able to build big, long-haul businesses," he said.

I guess that`s his way of hinting that Yahoo has some intimate relationship with Google that`s far deeper than just running searches.

So, what happens if Yahoo really wants to get intimate with Google and  pushes Inktomi out of the corporate portal deal? "Well, you draw your own conclusions," Peterschmidt said dryly.

Hmm. My conclusion would have to be that Inktomi`s search technology is made to support robust search queries. Until Google could handle that much capacity, then Yahoo wouldn`t be offering Google`s, just yet, anyway. And there is something to be said for Inktomi`s scalable technology infrastructure.

Inktomi won back Microsoft`s business because of its reliability and scalability, Prudential Volpe`s Ausnit said. Ausnit predicted that Inktomi could win back Yahoo`s business and that Google would have a hard time delivering for Yahoo. Inktomi delivered more than 20 million searches for Yahoo a day, he said.

On the horizon

For now, Peterschmidt is optimistic that the new business from Corporate Yahoo will provide "upside" to Inktomi`s fourth-quarter results.

The way this deal works is that Yahoo will facilitate a meeting with its prospective clients and Inktomi`s Ultraseek division will close the deals. Inktomi will generate revenue through initial license fees and the ongoing revenue will come from the number of documents a corporation keeps on its database.

But even without Yahoo, Ultraseek now has 1,500 clients, Peterschmidt pointed out. With $4 million in sales and "good deal flow," (which he wouldn`t elaborate on), Peterschmidt is happy with the company`s progress in penetrating what the industry is now calling the "Enterprise Information Portal" space, which is projected to reach $14 billion by 2002, according to an Inktomi press release.

So, what else can we look forward to?

Inktomi`s acquisition plans

Strong revenue growth from the company`s network products division, grew at 35 percent quarter-over-quarter in the company`s most recent reporting period. Going forward, "it`s possible that that business can grow at that rate," said Peterschmidt.

Total sales growth could "possibly" mirror the 30 percent quarter-over-quarter growth rate Inktomi has delivered in the past as well, he said.

On the horizon, Peterschmidt is also in an acquisitive mood, but he wouldn`t share his shopping list. He only said that he had a "short-list," and that investors could expect Inktomi to make one or two more acquisitions before year-end. Each purchase would be larger than the Inktomi`s $340 million purchase of Ultraseek (that deal was announced on June 8), he said.

He also said that one criteria extremely important to Inktomi is a company that`s "geographically desirable," meaning it would have to be based in Silicon Valley or Boston.

As for where those acquisitions would fall, Peterschmidt said that investors can expect to see Inktomi make acquisitions across the board in its network products division, portal services and wireless businesses.

The question, however, is whether investors should cast their lots now. With too many seemingly less-risky investments out there -- infrastructure, commerce enablers, hosting, wireless -- it`s a risky proposition.

As for Inktomi`s push into wireless, Peterschmidt projects that the company will see revenue from its investment in privately-held AirFlash as early as its fiscal fourth quarter. AirFlash, which makes location-based technology for wireless devices, plans to roll out its services next month.

No doubt, wireless will be a huge growth opportunity for Inktomi.

Let`s just hope the Yahoo loss doesn`t hurt moral or slow down the momentum the company has now.

german

[german]

Um die Bedeutung des -caching-Sektors zu unterstreichen:

caching software sales up 268%

In light of the "buy the rumor, sell the news" investment adage, the market`s overreaction isn`t shocking. Nor is it unwelcome, at least for investors who recognize an opportunity to buy into a major `Net player at a temporary discount, and who understand where Inktomi is headed.
http://www.internetstockreport.com/tracker/article/ von heute!
Sure, the company initially made a name for itself with its HotBot search technology, but Inktomi for some time has been focusing more on its caching server technology as large networks and ISPs have struggled to handle the volume of traffic bombarding them. A look at Inktomi`s revenue growth underscores this strategy.
Sales of the Traffic Server caching software and other networking products were $52.9 million in the six months ended March 31, an increase of $38.6 million, or 268 percent, over the comparable year-ago period. In contrast, search technology revenue for that same recent six-month period was $30.5 million, an increase of $18.8 million, or 161 percent over the year-ago period.
Further, Inktomi is moving aggressively to position itself as a key infrastructure player in the wireless sector.
Bottom line: This is a company that has held, and even increased its value, in an imploding market, and has been successfully repositioning itself to lessen its dependence on search technology revenues. Losing Yahoo as a general search customer does little or no harm to Inktomi in the long run.

german

[buckweiser]

Hi, jetzt wird es wohl gefährlich, die 112 muss halten,

viel Glück, buckweiser

[german]

@buckweiser

200-Tageslinie oder was??

und wieder mal was in Deutsch - sollte die 112 doch halten!

Inktomi:
Yahoo kündigte die Zusammenarbeit mit Inktomi teilweise auf. Bisher nutzte Yahoo die Suchmaschinensoftware von Inktomi.
Kommentar: Kein Grund zur Panik. Zwar war Yahoo einer der bekanntesten Kunden von Inktomi, aber in der Bilanz ist er bei Inktomi kaum aufgefallen. Laut Analysten soll nur rund 3% des Umsatzes bei Inktomi mit Yahoo generiert worden sein. So sieht auch das Investmenthaus Prudential Securities die aktuelle Kursschwäche als übertrieben an. Desweiteren sollte man wissen, daß nun das Unternehmen Google die Software für Yahoo stellen wird. Dieses Unternehmen wird in einigen Monaten an die Börse gehen. Durch verschiedene Beteiligungen und Kooperationen besitzt somit Yahoo ein natürliches Interesse, daß Google vor dem Börsengang eine "positive Presse" bekommt. In diesem Zusammenhang sollte die aktuelle Nachricht gesehen werden. Wir gehen nun davon aus, daß nach einem erfolgreichen Börsengang von Google die Internetfirma Yahoo wieder den Marktführer Inktomi beauftragen wird. Schließlich kann man hier nicht nur auf eine langjährige und erfolgreiche Zusammenarbeit zurückblicken, sondern setzt auch auf den Marktführer der Branche. Wir gehen nicht davon aus, daß Yahoo langfristig das Risiko eingehen wird, einen Newcomer dem renommierten Marktführer vorzuziehen. Deshalb bleiben wir bei unserer Einschätzung in unserer Analyse (im Archiv auf Trendstocks.de) und empfehlen, die derzeit günstigen Kurse zum Einstieg oder Nachkauf zu nutzen.

(Quelle: Kostenloser Newsletter von Trendstocks.de)

german

[Jackman]

Hi german,

Inktomi hat ja bei 115$ geschlossen und somit auch die 112$ gehalten, da können wir also eher von einer Richtung
in 120$ für heute ausgehen.
Aus den ganzen von Dir geposteten News sind ja eigentlich auch nut durchweg positive Dinge zu entnehmen.


Jackman

[german]

Hallo,

auch die Radio-Interviews mit COO und CEO betonen die unbegründete Marktreaktion von gestern.
No red ink in the revenues - das sagt alles.

Vermutlich für einige Fondmanager die Chance, die Performance aufzupolieren. Heute abend sind wir schlauer.

german

[german]

Und das ist der Gewinner bei der ganzen Sache - er sitzt sowohl bei Yahoo als auch bei Google im Vorstand.

Michael Moritz - Director
Michael Moritz has served as a member of Yahoo!`s Board of Directors since April 1995. He has been a general partner of Sequoia Capital, a venture capital firm, since 1988. Sequoia provided the original venture capital financing and helped organize companies such as Cisco Systems, C-Cube Micro Systems, Arbor Software, LSI Logic, Linear Technology and Microchip Technology. Moritz also serves as a director of Flextronics International and Global Village Communication, as well as several private companies. Between 1979 and 1984, Moritz was employed in a variety of positions by Time, Inc. Mr. Moritz has an M.A. degree in history from Oxford University and an M.B.A. from the Wharton School of Business.

german

[german]

Hallo, nach dem kleinen Rebound heute bei schwächerem Nasdaq (akt. so um die 125$) kommen die Anleger zur Einsicht (die einleger zur Ansicht), dass .... siehe fetter Schlußsatz der News:



Do you ... Google? Yahoo does -- to Inktomi`s dismay.
By Stephen Lucey
Redherring.com, June 27, 2000

Yahoo (Nasdaq: YHOO) announced on Monday that it is replacing its primary search engine provider, Inktomi (Nasdaq: INKT), in favor of service from the privately held Google. Wall Street punished Inktomi on the news, as shares of the search engine software company fell more than 18 percent, or $25.31, to $115.06.

But was this an overreaction by investors? Despite losing Yahoo`s primary search engine business to Google, Inktomi gained on another front: Yahoo also announced Monday that it is launching a business portal called "Corporate Yahoo," and it named Inktomi as the search engine to power the company`s new business-to-business (B2B) arm.

Analysts quickly pointed out that the impact of losing the Yahoo consumer business is not expected to be material to Inktomi`s sales. "It`s not that big a deal -- Yahoo only accounted for about 2 percent of revenue for Inktomi," says Peter Ausnit, an equity analyst for Prudential Securities in San Francisco.

BRAND-NAME BOUNCE
It seems that the effect of losing one of the Internet`s top brand-name companies as a customer was what had investors so spooked. "There is still a lot of growth potential for Inktomi, but there`s going to be pricing pressure [in the near term] because all investors see is that they lost Yahoo," says Robert Fagin, an Internet infrastructure analyst at Bear Stearns (NYSE: BSC) in New York.

With such mixed signals being sent out by Yahoo, it was not surprising that Inktomi investors were a little confused. An Inktomi executive even admitted the company was taken aback by the Google announcement.

"Emotions swing both ways," said Dick Pierce, chief operating officer for the Foster City, California-based company. Mr. Pierce characterized the reaction by Inktomi to the Google news as one of "overall surprise," but stated that Inktomi was very excited about the opportunity to be a part of the new corporate division of Yahoo. He also expressed confidence they would win back Yahoo`s consumer business from Google.

Up until Monday, Inktomi was the lead search engine provider to the top four Internet portals. Inktomi still provides primary search engine capabilities to Microsoft (Nasdaq: MSFT)`s MSN, America Online (NYSE: AOL), and Lycos (Nasdaq: LCOS). And Inktomi has been in a similar situation with one of those companies before.

"We lost Microsoft 15 months ago and won them back in nine months," said Mr. Pierce, who feels that the switch by Yahoo might have been a result of Google`s private ownership status, which could offer some additional opportunities that would not exist with the publicly held Inktomi.

ACQUIRING MOTIVES?
"I wouldn`t be surprised if Yahoo bought Google," says Tomas Isakowitz, an analyst with Janney Montgomery Scott in Philadelphia. But despite the acquisition rumors, Mr. Isakowitz thinks that Yahoo switched to Google just to distinguish themselves from the competition.

Mr. Fagin discounts the speculation that Yahoo would look to acquire Google: "Yahoo doesn`t want to own this type of technology. I think that they`d just rather rent it."

Regardless of what Yahoo decides to do with Google, it is important to remember that Yahoo still chose Inktomi for its foray into the B2B arena. Inktomi recently got into the B2B world by acquiring Ultra Seek technology from Disney (NYSE: DIS)`s Go.com (NYSE: GO).

Inktomi has so far been the choice of top players in the U.S. Internet portal space on the consumer side, and it hopes that the Ultra Seek technology will be the key to propelling the company to the lead in the B2B search engine space. Mr. Pierce feels Inktomi is well positioned to take advantage of the opportunity in this market, and he says that their applications are perfectly suited to the corporate customers Yahoo is targeting.

It could be that Inktomi investors are overlooking the value of the Yahoo corporate deal, especially if it leads to more business for Inktomi in this burgeoning area.

german

[german]

Hallo,

mit dem Handelsschluß dann doch nur knappe 5% Plus auf 120$. Macht dem Langfristinvestor sowieso nur wenig - am Ende gewinnen die Fundamentals, wie man auf nicht-einheimisch so schön sagt.

Ich möchte mich an dieser Stelle auch einmal für das rege Interesse an diesem Thread bedanken

- dies interpetiere ich als stillschweigenden Wunsch nach Fortsetzung.

german

[german]

Noch mal eine gute Zusammenfassung (in Einheimisch):

Inktomi - "Investoren haben überreagiert"

Die Nachricht schlug ein wie eine Bombe: Yahoo [Nasdaq: YHOO Kurs / Chart ] führt Suchaufträge zukünftig nicht mehr mit Inktomi-Software aus. Am Montag gab der Internetpionier bekannt, künftig das Konkurrenzprodukt von Google.com zu nutzen. Der Kurs von Inktomi brach daraufhin um 17 Prozent ein.

Staranalyst Henry Blodget hat sein „Buy-Rating“ für Inktomi [Nasdaq: INKT Kurs / Chart ] dennoch erneuert. Nach Meinung des Internetexperten von Merrill Lynch haben die Investoren überreagiert. Die Geschäftbeziehung mit Yahoo mache nur zwei Prozent des Gesamtumsatzes von Inktomi aus, so Blodget. Kurzfristig könne die Verunsicherung der Anleger über die weitere Geschäftsentwicklung jedoch den Kurs belasten.

David Peterschmidt, Vorstandsvorsitzender von Inktomi, zeigte sich nach der Meldung ebenfalls zuversichtlich:„ Es ist immer ärgerlich einen Kunden zu verlieren. Durch die Zusammenarbeit mit Yahoo im Bereich für Unternehmensportale gleichen wir den Umsatzausfall aber locker wieder aus, zumal die diese Sparte deutlich schneller wächst als der Privatkundenbereich.“

Die Verträge mit den beiden anderen Internetschwergewichten America Online [NYSE: AOL Kurs / Chart ] und Microsoft [Nasdaq: MSFT Kurs / Chart ] laufen noch zwei bzw. drei Jahre, so Peterschmidt. Ein kurzfristiger Verlust weiterer Großkunden sei demnach nicht zu befürchten.

Peter Ausnit, Analyst bei Prudential Volpe:„ Das Geschäft mit Such-Software trägt nur mit 35 Prozent zum Gesamterlös des Unternehmens bei, der Rest entfällt auf Netzwerkprodukte. Inktomi sollte sich dennoch nicht auf seinen Lorbeeren ausruhen. Denn immer mehr kleine Unternehmen versuchen der Firma Marktanteile abzujagen.“

Investoren sollten sich an die Situation von Inktomi im Januar 1999 erinnern, meint Robert Fagin, Analyst bei Bear Stearns. Damals wechselte Microsoft den Geschäftspartner und ging zu AltaVista. Daraufhin gab der Kurs von Inktomi innerhalb von zwei Wochen um 28 Prozent nach. Aufgrund der Zuverlässigkeit und Flexibilität von Inktomi kam Microsoft ein Jahr später aber wieder zurück. Anleger, die nach dem Einbruch gekauft hatten, wurden mit kräftigen Kursgewinnen belohnt.

Die Investmentbank CIBC World Markets bekräftigte ebenfalls ihre Kaufempfehlung für die Aktie. Das Unternehmen steht mit einem „Strong Buy“ und einem Kursziel von 150 Dollar auf der Empfehlungsliste der Banker.


© 27.06.2000 www.stock-world.de

german

[german]

Hallo, noch mal Schützenhilfe von anderer Seite, dem Autor Perkins des Buches ´The Internet Bubble´

`Internet Bubble` Author Bullish on Tech: Bloomberg Forum
6/28/00 9:49:00 AM
Source: Bloomberg News

New York, June 28 (Bloomberg) -- Anthony B. Perkins, who warned seven months ago in his book ``The Internet Bubble`` that Internet stocks were overpriced, said the stunning decline in technology stocks has created investment opportunities.

``The Internet sector was valued at $1.5 trillion, based on only $29 billion in revenue and $3 billion in profits,`` said Perkins, chief executive of Red Herring Communications. ``We`ve seen that mountain of market capital melt down in half. Now it`s back to reality.``

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Perkins`s book, published by HarperBusiness, has sold more than 65,000 copies. Because of his gloomy predictions, he ``wasn`t a very fashionable person for many months`` until proven right when Internet stocks plunged in March. The Bloomberg U.S. Internet Index of 397 stocks is now about 45 percent below its March 9 peak.

Because ``we`re only in year six of a 30-year tech boom,`` investors need to ``look through the wreckage and identify some cool companies`` that will survive, Perkins told the Bloomberg Forum.

His picks include Exodus Communications Corp., one of the biggest operators of Internet sites; Yahoo! Inc., the most popular search engine; Inktomi Corp., another big search engine; RealNetworks Inc., developer of the most popular Internet media player, and EBay Inc., the top online auctioneer.

``These are great companies that are going to be highly profitable in the future,`` Perkins said, even if some, like Exodus, aren`t profitable yet.

``The Internet is about the global build-out of a network we can all benefit from,`` Perkins said. ``Companies like Exodus are like arms dealers`` in the battle to build the World Wide Web.

Perkins, 42, worked for Silicon Valley Bank before starting Upside magazine in 1989 and co-founding San Francisco-based Red Herring, which publishes a magazine and runs a business-news Web site, in 1993.

The washout in Internet stocks slowed Wall Street`s love affair with initial public offerings of profitless companies and taught inexperienced venture capitalists that ``they can`t always expect a 300 percent profit on their portfolios,`` he said.

Venture capitalists, he said, are probably betting right on companies like Onvia.com Inc. and Andale Inc., which use the Internet to provide electronic commerce to small business.

german

[MoD.]

Die Aktie der Inktomi Corp. (WKN 914850) wird von den Analysten von Kant
Vermögensmanagement mit „Stark Übergewichten“ bewertet.
Das Unternehmen habe derzeit einen Marktanteil von über 50% und versorge
mit seinen Technologien im Internet Unternehmen von AOL bis MSN.

Inktomi habe eine Niederlassung in Südkorea in Betrieb genommen und werde
mit dem größten Internet Service Provider des Landes namens Openbase
zusammenarbeiten.

Der Konzern werde seine Technologien weiter verbessern und als
Infrastrukturanbieter im Internet auch vom weiteren Wachstum profitieren.

Aufgrund der hervorragenden Aussichten werde dem Anleger empfohlen, die
Aktie stark überzugewichten, so die Expertenmeinung.

[german]

Hallo,

@MoD

Thanx fürs Posten der News - warten wir die earnings (so um den 20.07. rum) ab, hoffen auf eine baldige Aktiensplit - Ankündigung und freuen uns, einen value-stock im Depot liegen zu haben.

german

[german]

Hallo - Vergleich Google - INKT
Fri Jun 30

June 29, 2000, 5:29 AM PDT
Yahoo`s Switch to Google Won`t Sink Inktomi
The search engine says it still has plenty of customers to remain afloat.
By Elinor Abreu
 
 
 News that Yahoo (YHOO) is switching the search engine featured on its portal from Inktomi (INKT) to Google might be a marketing coup for Google, but it won`t sink Inktomi, which has plenty of other customers and business not related to search.


Search represents about 35 percent of Inktomi`s overall revenue, while networking services such as caching represent 60 percent, and commerce represents about 5 percent, according to Richard Pierce, CEO of Inktomi.


Without Yahoo, the company has 125 remaining search customers, including five out of the top 10 portal sites: Microsoft (MSFT) Network, America Online, Lycos (LCOS) , iWon and GoTo. Yahoo revenues made up about 2 percent of Inktomi`s total search income.


"It`s hard to pursue Yahoo," says Pierce. "But we`re a scrappy bunch. We`re going to look for an opportunity to win them back."


In the meantime, Yahoo is retaining Inktomi`s service as the search engine it offers to corporate customers seeking to create their own customized portals.


"Google is like a teenager, and they just got their first big job," says Danny Sullivan, editor of Search Engine Watch in the U.K., an industry Web site. "Inktomi is like a seasoned executive, and they would have liked to have gotten a promotion, but they will get other promotions in the future, and they`re earning a hefty salary already."


Indeed, Inktomi has taken other hits in the past. In 1998, Hot Bot dumped the company in favor of newcomer Direct Hit, and in early 1999 Microsoft dropped Inktomi for Alta Vista, though it switched back before the end of the year.


The reasoning behind Yahoo`s decision to boot Inktomi is unclear, although some analysts speculate that privately held Google, based in Mountain View, Calif., may have been able to offer the portal company a better deal than Inktomi, a public company. Yahoo executives have said they chose Google for the company`s main portal search engine because it shares Yahoo`s "strong consumer focus." Those executives could not be reached for further comment today.


Wall Street has not reacted kindly to Inktomi`s separation from Yahoo. The company, based in Foster City, Calif., saw its stock fall from $143 before Monday`s announcement to $114 later that day. It rose slightly Wednesday, to close at $120. Bear Stearns analyst Robert Fagin is maintaining his "buy" rating on Inktomi, though he noted that the "psychological impact of the loss of a high-profile customer … is obvious." Nevertheless, he added, the company has a good overall market position and significant opportunities ahead.


For Google, the Yahoo announcement is a key win that will give the company something to brag about when negotiating with prospective customers.


"Yahoo is a big deal because they have so much traffic, and they send so many searches to us," says Sergey Brin, cofounder and president of Google. "It`s a significant revenue opportunity."


Analysts say Google`s marketing efforts likely will benefit more from the deal than will the company`s bank account.


"It`s a feather in Google`s cap," says Seamus McAteer, senior analyst at Jupiter Communications (JPTR) in San Francisco. "I don`t think it will necessarily generate a whole lot of cash for Google." He estimates that portals typically pay between 1 cent and 5 cents per thousand searches provided by search engines.


Even if the Yahoo deal doesn`t generate much money for Google, the company is making the most of the buzz it has generated. The company recently announced that its searches include access to more Web pages than any other search engine – averaging more than 1 billion. That includes 560 million Web pages that have been full-text indexed and 500 million that have been partially indexed. By contrast, Inktomi`s database includes 500 million pages.


Like Yahoo, Google was founded by two Stanford students who left school to start their company. Brin and Google CEO Larry Page cofounded the company in 1998 and have popularized the concepts of a simple interface and link analysis to determine relevancy. ExciteAtHome, for example, announced improved relevance rankings and simpler navigation as part of its search redesign this week, and Alta Vista last month launched its new Raging Search site. Both include search for video, audio and other content media.


Google has received undisclosed investments from Kleiner Perkins Caufiled & Byers, Sequoia Capital, Stanford and Andy Bechtolsheim, cofounder of Sun and VP of Cisco.


german

[german]

Schummeln ist offensichtlich erlaubt:

------------------------------------------------------------------------
Google: 1 Milliarde Seiten 30.06.2000

Die Suchmaschine Google gibt an, über 1 Milliarde Web-Dokumente indiziert zu haben. Damit wäre Google mit Sicherheit als derzeit größte Suchmaschine zu bezeichnen. Zum Vergleich: AltaVista gibt an, 350 Millionen Dokumente zu erfassen, während es beim Suchmaschinendienstleister Inktomi 500 Millionen sind.

http://www.google.com/
http://www.google.com/pressrel/pressrelease26.html

Doch was die Größe der Indices angeht, übertreiben die Suchmaschinenbetreiber gerne und so lohnt sich auch bei Google ein genauerer zweiter Blick: Eigentlich sind im Verzeichnis laut Google nämlich nur 560 Milionen Seiten voll indiziert.

Weitere 500 Millionen werden als "nur teilweise indizierte URLs" angegeben. Es handelt sich dabei also um Seiten, die von den Spidern überhaupt noch nicht besucht worden sind und von denen niemand weiss, ob es sich um Duplikate, Spam oder einfach nur tote Links handelt.

Im Index der Suchmaschine befindet sich an durchsuchbarem Material jedenfalls nur der mit den URLs verbundene Ankertext.
http://www.intern.de/news/689.html

german

[german]

Hallo,

die Flüsterschätzungen haben fast einen wichtigeren Stellenwert als die durchschnittlichen Erwartungen der Analysten und sie liegen derzeit doppelt so hoch.

Inktomi Corporation (INKT)
 
Whisper Number: +$0.04
Earnings Date: 07-20-2000
Consensus Estimate: +$0.02

Quelle: www.JustWispers.com

german

[german]

Hallo,

eine interessante Zusammenstellung zum Thema *Web goes wireless*, in der auch INKT Erwähnung findet (auf der Seite am Rand des Artikels von Bambi die jew. Links):

http://cbs.marketwatch.com/archive/20000630/news/current/wir…

german

[german]

Und wieder ein Kunde mehr:


Company Press Release

NetRail Deploys Inktomi Traffic Server Caching Infrastructure Technology for Enhanced Content Distribution

ATLANTA--(BUSINESS WIRE)--July 3, 2000--NetRail, Inc., a national broadband service provider and content distribution network, today announced plans to deploy the Inktomi® Traffic Server® network cache platform throughout its Tier One backbone.

The integration of Inktomi`s leading infrastructure technology will maximize NetRail`s Content Distribution architecture by giving Network Service Provider customers the capability to selectively and automatically store popular Web Content at the edge of the network, closer to users and off of the congested Internet backbone.

Caching is critical to the build out of NetRail`s leading content delivery network because it reduces backbone traffic, increases the efficiency of content and application delivery, and distributes streaming media in the most efficient manner possible. By using Inktomi Traffic Server, NetRail`s customers will also be able to generate additional revenues through value-added services such as content filtering, traffic surge protection, pre-positioned content, and customized regional content. NetRail plans to deploy Inktomi Network Products technology across its United States network by the end of September 2000.

``As the world leader in Internet infrastructure technology, Inktomi`s high performance, scalable Traffic Server platform will provide an integral component for NetRail`s content distribution architecture,`` said Steve Massey, CEO of NetRail. ``This deployment will dramatically enhance the Internet experience for NetRail`s customers while serving as the optimized content distribution solution to emerging NSPs.``

``The combination of Inktomi`s flexible, robust network cache platform and NetRail`s content distribution network establishes a strong foundation for the delivery of content and applications at the network edge,`` said Vince Vannelli, senior vice president and general manager, Network Products Division at Inktomi. ``As the supplier of proven network infrastructure technology, Inktomi will enable NetRail to offer a rich suite of revenue-generating services to its broad customer base.``

About NetRail

Atlanta-based NetRail is a leader in delivering broadband services and distributing quality broadband content to both established and emerging Network Service Providers -- including ISPs, ASPs, CLECs, and Wireless Carriers. NetRail`s Tier One backbone is purpose-built for scalability, reliability and speed, spanning over 20,000 miles with more than 50 POPs nationwide. NetRail`s IP infrastructure includes Lucent carrier-class switches and Juniper Networks core routers, and its peering arrangements make congested networks obsolete. NetRail`s unique focus of enabling its customers to deliver data, voice and video to its end-users without competing for them, makes NetRail the trusted Partner of Choice. For more information visit our Web site at http://www.netrail.net or call 888/638-7245 ext. 410.

german

[german]

By Frank Barnako, CBS.MarketWatch.com
Last Update: 9:58 AM ET Jul 3, 2000 NewsWatch
Latest headlines

New federal portal to cost millions

An effort to put all information published by the federal government online in one place is expected to cost $3 million to $5 million. Dave Barram, chief of the General Services Administration, said his agency will operate the site, to be known as FirstGov.gov. He said the government will pay for developing the user interface and links. The costs and building of building of the database will be borne by a nonprofit institution to be organized by Inktomi (INKT: news, msgs) co-founder Eric Brewer, who is now a computer science professor at the University of California-Berkeley, Interactive Week reported.

german

[Jackman]

@german

Inktomi hält sich jetzt ja um die 120 $ !!!
Morgen werden wir bestimmt wieder Kurse über 120$ sehen.
warten wir es mal ab !!!

Jaclman

[Singha]

An jackman: Wie kommst du zu dieser Annahme?

[MoD.]

wahrscheinlich purer optimismus.

[german]

Hallo, heutige News von wallstreet-online.
Die Frage, wann INKT steigt, läßt mich eher kalt, da ich kein i.d.R.Trader bin.

Analystenschaetzung Inktomi kaufen

Inktomi ist der führende Entwickler von Softwarelösungen für die
Informationssuche im Internet. Zu den Kunden des Unternehmens zählen
neben den Betreibern von Suchmaschinen auch Serviceanbieter aus den
Bereichen WebHosting und Internetzugang sowie große Konzerne. Gestern verzeichneten
die Anteile von Inktomi deutliche Kursverluste. Den Grund hierfür
lieferte die Ankündigung von Yahoo, den zum 1. Juli
auslaufenden Vertrag mit Inktomi nicht verlängern zu wollen und
statt dessen auf die Software eines privaten Konkurrenten zurückzugreifen.
Gleichzeitig kündigte Yahoo jedoch an, dass Inktomi die Software
für die neue Suchmaschine für Firmeninformationen CorporateYahoo! liefern wird.
Inktomi bleibt damit der Partner von Yahoo im gesamten
Businessbereich. Wir halten den Kursabschlag von fast 20 Prozent
vor diesem Hintergrund für nicht gerechtfertigt. Der Anteil von
Yahoo am gesamten Umsatz von Inktomi liegt laut Unternehmensangaben
bei etwa 2 Prozent, so dass sich allenfalls der
psychologische Effekt des Verlustes eines der ersten großen Kunden
auswirken könnte. Inktomi hat sich durch seine breite Kundenbasis
ˆ zu der ja auch Yahoo in Zukunft weiterhin
zählen wird ˆ mit Kunden wie AOL, Compaq, Microsoft
oder Sun Microsystems bereits eine gute Marktposition gesichert. Zudem
ist Inktomi eines der Internetunternehmen, die bereits profitabel sind
und auch für die Zukunft deutliche Steigerungen bei Umsatz-
und Gewinn erwarten lassen. Die Bewertung mit einem KGV
von 523 auf der Basis der Gewinnschätzung für das
Geschäftsjahr 2001 ist zwar bereits recht hoch. Aufgrund der
hohen Dynamik bei der Gewinnentwicklung und der zunehmenden Selektion
im Internetsektor hin zu Qualität und Profitabilität sehen wir
jedoch auch weiterhin gute Kurschancen. Kaufen.

Hornblower Fischer AG

Börsenstraße 2-4
60313 Frankfurt
http://www.hornblower.de/1/
mailto:[e-mail]


Haftungsausschluss: Dieser Bericht dient
ausschließlich Informationszwecken. Er gibt nicht die Meinung des Herausgebers
wieder sondern ausschließlich die Meinung und Interpretation des Verfassers;
sie erhebt keinen Anspruch auf Richtigkeit oder Vollständigkeit. Futures-
und Optionsgeschäfte beinhalten grundsätzlich Risiken und sind nicht für
jeden Investor geeignet. Wir weisen ausdrücklich darauf hin, dass
mit dem vorliegenden Bericht keinerlei verbindliche Beratungsleistung erbracht wird,
sondern daß es sich um eine allgemeine Information handelt.
Alle hier zugrunde gelegten Daten entstammen aus für zuverlässig
gehaltenen Quellen. Eine diesbezügliche Garantie wird nicht übernommen. Dieses
Werk inklusive aller seiner Teile ist urheberrechtlich geschützt. Jede
Verwertung außerhalb der Grenzen des Urheberrechtes ist ohne eine
ausdrücklich vorherige Zustimmung des Verfassers unzulässig und strafbar. Dies
gilt insbesondere für Vervielfältigungen, Übersetzungen und die Eingabe in
jegliche elektronische Medien sowie der damit verbundenen Darstellung gegenüber
Dritten. Wir weisen zudem darauf hin, dass es unseren
Mitarbeitern nicht grundsätzlich untersagt ist, die Wertpapierempfehlungen unserer Fachabteilungen
anzunehmen und selber eigene Positionen einzugehen. Dieses Eigeninteresse könnte
dazu führen, dass Sie bei Abgabe eines Kauf- bzw.
Verkaufauftrages einen ungünstigeren Kurs erhalten und die Papiere somit
weniger vorteilhaft für Sie sind.



Quelle:
Hornblower Fischer AG

german

[german]

Im Yahoo-INKT-Board aufgelesen, HRearden ist dort neben CT einer der seriösen Poster (IMHO):

by: HRearden1 (29/M/San Francisco, CA) 7/5/00 12:31 am
Msg: 43605 of 43612
Let me tell you something about content distribution on the Internet. A year from now most web content will NOT be served directly from the origin web server. It will be served from caches located on the edge of the network -- in POPs, peering points and data centers. The reason this WILL happen is that consumers wil never be satisfied with a delay after requesting a web page be downloaded. The response must be instantaneous. It doesn`t matter if everyone has a broadband connection to the Internet. The routers and bandwidth on the Internet backbone simply are not fast enough, and they are not developing as quickly as consumer demand is increasing.
Content providers MUST host their content with a content delivery service (Digital Island, Mirror Image, Enron, Akamai, etc.). If they don`t, their site will be much slower than their competitors, and their customers will leave. It will become a requirement of doing business on the Internet.
All of these services have standardized on INKT Traffic Server as their platform of choice, except for Akamai. Two years from now 90% of all web traffic will be served from INKT Traffic Server. All of these content delivery services will have to buy more Traffic Server licenses to keep up with demand.
This is MSFT in 1990. Except the market (Internet vs. PCs) is larger.
Notice that none of this depends one iota on search. Your focus on search shows that you knew nothing about INKT before the YHOO announcement, at which point you claimed all of INKT`s business was going away. 65% of INKT`s business was from cache last quarter, 27% from search, and 8% from shopping.
BTW, INKT will soon be making an announcement related to content peering, where content delivery networks share the data in their cache with their competitors. The upshot is you buy INKT Traffic Server or you`re out of business.

german

[german]

INKT earnings am 20.07., 4:30 PM ET (22.30 MESZ)

german

[Jackman]

@singha,

ich bin immer Optimist !!!
Inktomi hatte ja auch über 120$ eröffnet, konnten es leider nicht halten !!!
Heute denke ich wird der nächste Versuch gestartet, aber es hängt natürlich von
der Gesamtverfassung der Nasdaq ab !

Jackman

[german]

Hallo, News von heute - ich denke, jedem ist klar, daß bei dem KGV von INKT viele Visionen eingepreist sind und Enttäuschungen derzeit hart bestraft werden.


Related QuotesINKT
PRTL 116 3/8
25 1/4 -1 1/8
+1/4
delayed 20 mins - disclaimerGet QuotesThursday July 6, 7:58 am Eastern Time

Company Press Release
SOURCE: PRIMUS Telecommunications Group, Inc.; Inktomi Corporation

PRIMUS Telecommunications and Inktomi Forge Strategic Alliance To Build Global Infrastructure for Streaming Media and Content Distribution

PRIMUS to Extend Its Global Network Integrating Inktomi Network Products as Core Technology

Inktomi to Invest in PRIMUS

McLEAN, Va., and FOSTER CITY, Calif., July 6 /PRNewswire/ -- PRIMUS Telecommunications Group, Inc. (Nasdaq: PRTL - news), a global facilities-based Total Service Provider offering data, Internet, e-commerce, Web hosting, enhanced applications and voice services on a bundled basis, and Inktomi Corp. (Nasdaq: INKT - news), developer of scalable Internet infrastructure software, today announced a strategic alliance to extend PRIMUS`s global Internet protocol (IP) network for content delivery and streaming media services using Inktomi`s leading network products solutions. The integration of Inktomi`s network cache and content distribution platform will enable PRIMUS to deliver rich, broadband content and streaming media to businesses and consumers who will increasingly use the Internet to communicate, conduct commerce and view news and entertainment programming. Strengthening the alliance, Inktomi has committed to invest in PRIMUS.

Under terms of the agreement, PRIMUS will incorporate Inktomi® Traffic Server®, Content Delivery Suite and Traffic Server Media-IXT as core infrastructure technology within its global facilities-based network. PRIMUS is deploying a global IP network spanning Europe, Asia-Pacific and North America to deliver a suite of bundled services, including high speed data, Internet, Web hosting, hosted applications, and e-business offerings.

``Today`s agreement with Inktomi is critical to PRIMUS`s mission of delivering the most comprehensive suite of bundled Internet services worldwide through our global broadband fiber optic network,`` said K. Paul Singh, chairman and chief executive officer of PRIMUS. ``The integration of Inktomi`s leading content distribution and delivery technology will enable us to deliver rich content, applications and streaming media services to the edges of our worldwide network, while providing our business and residential customers with unparalleled service and reliability. Working with Inktomi, PRIMUS will deliver a rich, robust multimedia experience for Web users who will increasingly rely on the Internet`s global reach for commerce, communications and entertainment.``

``Inktomi`s alliance with PRIMUS reinforces our leadership position in delivering essential Internet infrastructure technology to the world`s leading networks,`` said David Peterschmidt, president and chief executive officer of Inktomi. ``PRIMUS`s global presence combined with Inktomi`s leading network products technology will enable PRIMUS to extend the edges of its network for delivery of streaming media and content.``

PRIMUS`s global data network has been designed for optimal speed, efficiency, security, reliability and scalability to provide a comprehensive suite of bundled Internet/data services. Services include high speed Internet access, Web hosting, application services, broadband content distribution and e-commerce, and are developed through strategic relationships with leading technology companies, including Compaq, Hewlett-Packard, Inktomi, Pilot Network Services, Portal Software and Sitara Networks.

Inktomi Network Products

Inktomi Network Products provide key infrastructure technology to optimize the delivery of content and applications for service provider, enterprise and wireless networks. The Network Products family consists of Inktomi Traffic Server, the leading network cache platform, and the Inktomi Content Delivery Suite, a robust solution for content distribution and management. By embedding programmable intelligence into the network, Inktomi Network Products provide the infrastructure for ISPs, backbone companies, hosting providers, content delivery network providers and enterprises to deliver new services to end users.

german

[Jackman]

Hi,

Inktomi hat bei 121,88$ geschlossen !!!
Also mein Optimismus war gerechtfertigt !!!
Es bleibt eine gute Zeit um sich bei Inktomi zu positionieren !!!
Ich bin von einem erneutem Ausbruch auf schnell 145$ überzeugt, aber ob es morgen am montag oder
erst in 10 Tagen passier ist halt die Frage !?!?!


Jackman

[german]

Halbjahres-Performance der ISDEX-Werte:

Here`s how the current ISDEX members performed through the first two
quarters of 2000:

Juniper Networks +157%
Check Point +113%
Broadcom +61%
ISS Group +39%
Inktomi +33%
Portal Software +24%
Verio +20%
Cisco Systems +19%
Ariba +11%
i2 Technologies +7%
Exodus +4%
Infospace +3%
Vignette -4%
Verisign -8%
BroadVision -10%
RSA Security -11%
eBay -13%
RealNetworks -16%
PSINet -19%
priceline.com -20%
Net2Phone -22%
America Online -31%
Lycos -32%
E*Trade Group -37%
Go2Net -42%
Earthlink -42%
Yahoo! -43%
Ameritrade -46%
Scient -49%
Allaire -50%
Amazon.com -52%
Excite/At Home -52%
StarMedia Network -53%
VerticalNet -55%
CNET Networks -57%
MP3.com -58%
Ticketmaster Online -59%
Healtheon/WebMD -61%
SportsLine.com -66%
marchFirst -66%
CMGI -67%
Open Market -69%
S1 Corp. -70%
DoubleClick -70%
24/7Media -72%
iXL Enterprises -74%
GoTo.com -74%
eToys -76%
Intraware -80%

german

[Jackman]

Hallo german,

wie immer super Informationen von Dir
Mach weiter so !!
Inktomi ist ja vorn dabei !!!
Jetzt hängt es von der 2.Jahreshälfte ab !!


Jackman

[german]

Hallo,

@Jackman Thanks a lot!

Die Hoffnungen auf einen baldigen Aktiensplit bei INKT kursieren weiter. Das Meinungsspektrum ist dabei recht vielfältig:

- wenn INKT die 140$-Marke fest genommen hat
- im Dezember, weil das war fast immer so bisher
- nach der Genehmigung der Aktienanzahl für die angekündigte Großaquisition.

Die Auswirkungen auf den Kurs sind hingegen oft nur kurzfristiger Natur, da die Fundamentaldaten am Ende siegen. Aber wenn es sonst nichts zum Orakeln gibt, neigt der Mensch, und damit auch der Aktionär dazu, sich die Zeit mit spekulativen Gedanken zu vertreiben.

german

[german]

Hallo,

das KGV von INKT liegt auf der Basis der Gewinnschätzungen für 2001 bei 553. Diese liegen bei 0,21 ct Gewinn pro Aktie(116&/0,21$= gerundet 553). Es gibt erst eine Analystenschätzung für 2002, die bei 0,63ct liegt. Das würde das KGV für 2002 auf gerundet185 dritteln.

Dies stellt jedoch immer noch eine hohe Bewertung dar, wenn man daran denkt, daß CISCO bei ca. 85 KGV für 2001 liegt.

INKT hatte im 1. Quartal 2000 die Erwartungen von - 0,3 ct mit einem Ergebnis von + 0,1 ct um 4 ct geschlagen.

Wenn das Wachstum linear fortgeschrieben wird, besteht doch Anlaß zur Hoffnung, daß die Flüsterschätzungen von 0,4 ct (Analystenkonsens 0,2 ct) erreicht oder wieder geschlagen werden könnten. Selbst bei 0,2 ct hätte INKT in drei Quartalen (Geschäftsjahr endet Ende September) mit 0,3 ct die 2000er Jahresschätzung schon erreicht.

Lassen wir uns überraschen

german

[german]

Hallo,

kleine Korrektur (wo ct steht, muß natürlich $ hin)

lt . Yahoo Q1/2000 erwartet - 0,2$, tatsächlich + 0,1 $, also 0,3 $ besser und nicht 0,4 $)

german

[german]

Hallo,

war wohl gestern nicht mein Tag- so stimmt es endlich:

1 Quartal: erwartet: -.02, gemeldet: .01

Flüsterschätzung 2. Q 2000 .04
Analystenschätzung 2. Q 2000 .02

Vermutlich haben alle Leser gnädig drüber hinweggesehen, wohl wissend, was ich sagen wollte.

german

[german]

Hallo,

aktuelle Käufe von INKT wurden von folgenden Fonds getätigt:

[buys(from IBD)]

Fidelity Blue Chip Growth - 591,900 shares

Spectra - 81,800 shares

Uam Sirach Special Equity - 20,200 shares

Idex Alger Agresssive Growth A - 24,000 shares

These are all top rated funds.

german

[german]

Hallo,

CISCO, einer der Wettbewerber zu INKT, rüstet auf und kauft Geschwindigkeit im Netz:



Cisco buys more speed
By Phil Harvey
Redherring.com, July 10, 2000

In the world of pumped-up enterprise networks, Netiverse`s technology is considered a performance-enhancing drug. Soon there will be but one place to see the benefits of its technology: in Cisco Systems (Nasdaq: CSCO)`s product line.

On Friday Cisco said it would buy Netiverse for about $210 million in stock. Netiverse, which will become Cisco`s 13th acquisition this year, is developing a combination of hardware and software technologies that help improve the performance of content servers, firewalls, content routing devices, and load-balancing servers.

Netiverse`s technology isn`t yet ready for the big time, though. The company was only founded in August 1999 and has yet to ship a product. But Cisco says Netiverse`s technology will benefit several of Cisco`s existing products -- especially those Cisco previously acquired from Arrowpoint Communications (Nasdaq: ARPT), Sightpath, and Tasmania Network Systems.

SPEEDY DELIVERY
As more businesses continue to put more of their operations on the Web, the ability to serve up content quickly and make sure transactions go through uninterrupted becomes as vital as basic telephone service. In this line of business, Cisco competes with firms as diverse as Nortel Networks (NYSE: NT), Lucent Technologies (NYSE: LU), Cacheflow (Nasdaq: CFLO), Fastforward Networks, and Inktomi(Nasdaq: INKT).

While Cisco`s product line is known for its data-routing abilities, the company has been using acquisitions to beef up its ability to handle and deliver Internet content.

In October 1999, Cisco started by acquiring Tasmania for about $25 million in stock. A 16-person startup, Tasmania was developing network caching software that helped move more frequently-accessed content closer to end users.

In March 2000, Cisco acquired Sightpath for about $800 million in stock. Sightpath makes devices that monitor Web traffic, network congestion, and how well network servers are handling their workload. Its technology helps route a user`s request for data to the server that`s best able to handle the request quickly.

YOU CAN`T HAVE IT
In May, Cisco said it would buy Arrowpoint for $5.7 billion in stock. Arrowpoint produces network hardware that helps dynamically prioritize network traffic. This means that after Arrowpoint`s products checked to see if the bits coming through the network were, say, part of an e-commerce transaction, it would treat that traffic differently than if it were from a random user requesting a Web page.

Lucent had an agreement to resell Arrowpoint`s switches before Cisco stepped in. In May Arrowpoint boss Cheng Wu told Interactive Week that its deal with Lucent would "quietly disappear."

Getting hot technology off the broad market is, of course, always part of Cisco`s motive in acquiring firms. In the case of Netiverse, though, Cisco was linked to the firm from the very beginning. Netiverse only had two backers: Sequoia Capital and Cisco. According to data from Venture Economics, Sequoia invested about $2.4 million in Netiverse, and Cisco, which previously had a 20 percent stake, put just under $1 million into the startup.

Netiverse`s 34 employees will report to Cisco`s James Richardson, who leads the firm`s enterprise line of business, after the acquisition closes.

german

[german]

Hallo,

heute geht es dann mal wieder gen Süden mit INKT, aktuell so um die 107-108 $, minus 10 $.

Da wittern die Shorties wieder Morgenluft.

Die Vermutungen, jemand wüßte schon was über die Quartalszahlen, ist meines Erachtens unbegründet, dazu ist das Volumen zu gering. Auch die Meldung über CISCO scheint nicht der Auslöser zu sein.

Ich denke, es ist die momentan schlechte Marktverfassung und eine gewisse Angst vor den morgendlichen Yahoo-Zahlen.

german

[german]

Hallo,

Merrill Lynch erneuerte heute das *buy* Rating für INKT.

Böse Zungen behaupten dann ja gerne, dies geschehe nur, um Großkunden noch Gelegenheit zu geben, den Ausstieg zu akzeptablen Preisen hinzukriegen.

german

[german]

Hallo,

die versöhnlich stimmende Meldung zum Schluß des tages:

AT&T Launches "Ecosystem for Media"; Creates the Industry`s Premiere End-to-End Digital Media Platform to Serve 10 Million Simultaneous Streaming Media Internet Users
MONDAY, JULY 10, 2000 2:54:00 PM EST
BEDMINSTER, N.J., Jul 10, 2000 (BUSINESS WIRE) -- AT&T announced today its "Ecosystem for Media," a network
services platform with a comprehensive co-marketing and distribution program that will allow companies to create, manage and distribute audio and video to millions of users over the Internet. Working closely with Inktomi INKT, Microsoft MSFT,
RealNetworks RNWK and other industry leaders, AT&T will leverage its world-class data and Internet infrastructure, its
digital media production capabilities and its broad network reach to build this unique suite of media services.

AT&T`s Ecosystem for Media will enable businesses to unleash the power of applications such as website acceleration,
streaming media, distance learning and media-enriched e-commerce. The initiative is currently in controlled introduction with general availability slated for the first quarter of 2001.

"One of AT&T`s core competencies is scaling technologies," said Kathleen Earley, president AT&T Data and Internet
Services. "We`re applying this skill to our media infrastructure and building the capability to stream real-time media to 10
million simultaneous Internet users. We`re fully committed to providing businesses with the ability to reach as many people
over the Internet as national prime-time television reaches today."

"AT&T`s commitment to this market underscores the importance of content distribution networks," said David Peterschmidt,
president and chief executive officer of Inktomi. "Its selection of Inktomi as a core technology provider is a strong testament to
our role in delivering essential Internet infrastructure. A key aspect of Inktomi`s relationship with AT&T is how closely we are
working with leading Internet companies to deliver streaming media and other rich content for a compelling Internet
experience."

german

[german]

Der Link zur AT&T-Meldung

http://biz.yahoo.com/bw/000710/nj_at_t.html

... denn auch u.a. Realnetworks, Microsoft, Dell und andere sitzen im Boot, bei 10 Millionen Kunden kein Wunder.

german

(der sich wieder über einen *dicken Fisch*, den INKT an Land gezogen hat, freut)

[german]

AT&T Präsentation zum Ereignis:

http://www.att.com/special/media/presentation/slide_014.html

Ganz nett gemacht.

german

[german]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[german]

Hallo,

INKT hat heute wieder etwas Boden gut gemacht (+ 7.48%) auf 116,625 $. (Ganz im Gegensatz zu DCLK, RNWK oder PCLN).

In den USA haben erste Aktionäre schon die Anfrage bezüglich der Erhöhung der Anzahl autorisierter Aktien von 300 Millionen auf das Fünffache (1,5 Milliarden)erhalten.

Es wird viel davon abhängen, was YHOO melden wird heute, wie es kurzfristig weitergehen wird.

Wait and see ...

german

[german]

Hallo,

hier sind sie, die Zahlen von YHOO. Genau die Flüsterschätzungen getroffen.


------------------------------------------------------------------------

Related QuotesYHOO 105 1/2 -4 1/2
delayed 20 mins - disclaimerGet QuotesTuesday July 11, 4:42 pm Eastern Time

Yahoo reports higher earnings, revenue

SANTA CLARA, Calif., July 11 (Reuters) - Internet media giant Yahoo Inc. (NasdaqNM:YHOO - news) on Tuesday reported higher than expected earnings in the quarter and said its revenues more than doubled.

The company reported pro forma net income, excluding certain unusual items, of $74 million or 12 cents per diluted share, compared with $27.1 million or 5 cents per diluted share in the year-ago period. The latest earnings exceeded the consensus analyst forecast for a profit of 10 cents per share.

Yahoo also said that sales grew to $270.1 million from $128.6 million the year before.

It said page views rose to an average 680 million per day in June, up from 625 million in March.

german

[german]

Auf isld.com um 22.40 hiesiger Zeit 119 $.

Immerhin ...

german

[german]

Hallo,

Stellungnahme von GoldmanSachs zu INKT von gestern nach dem Kursabschlag von 8 $:


We believe that INKT shares were down more than 8% yesterday for no fundamental reason. After speaking with management, and in light of recent news, we see this weakness as a buying opportunity. We believe that INKT`s shares reacted unfavorably to a press release published by YHOO that reiterated old news of its partnership with Google on portal search. We believe that the market may not have recognized the positive news that AT&T announced the launch of its CDN based on INKT technology. Furthermore, we expect a strong quarter highlighted by particular strength in its network product business as demonstrated by
yesterday`s AT&T announcement. We reiterate our RL rating. AT&T Launches Ecosystem for Media: Yesterday, AT&T announced the launch of `Ecosystems for Media,` its network services platform. An integral part of this platform will be the construction of a content delivery network. INKT will supply its full range of network products including Traffic Server, Content Delivery Suite and Traffic Server Media-IXT streaming media server to AT&T to enable the CDN service. INKT will receive payments on a per CPU basis, which allows it to grow revenue with the growth of the CDN. While this relationship had already been pre-announced, we view the launch of the partnership as an important first step in the development of a broader CDN strategy.
Growth is in the Cache: As demonstrated by the AT&T deal, INKT`s network products revenues are driving its growth. Today, INKT derives approximately 65% of its revenues from network products. By FY01 we expect network products to grow to 70% of revenues. Search revenues will decrease from 26% of revenues to 23% over the same period of time. INKT`s caching business has been fueled by the emergence of content delivery networks (Digital Island, Adero, etc.), which purchase INKT`s caching solution as a central technology solution for their service.
Network Provider Validates Concept: While current CDN market leaders like Digital Island and Akamai have established a base of marquee customers, we believe that the recent entrance of large carriers like AT&T and Genuity helps to validate the opportunity for content distribution and streaming media industry. AT&T`s launch also helps to validate INKT as the technology partner of choice for CDNs.

german

[german]

Hallo,

RNWK 20% plus und INKT ließ sich auch nicht lumpen und schloß knapp unter 128, z.T sicher auch eine Folge von Short-Eindeckungen, wie es heute bei vielen I-Nets der Fall war.

While Yahoo`s double-digit gains blew away the rest of the field, other top performers included search technology company Inktomi (INKT) and b-to-b software provider WebMethods (WEBM ), which rose 7 and 8 percent, respectively.

german

[german]

Nachtrag für die Charties:

INKT schloß heute über der 50- und 200-Tageslinie.

german

[german]

Hallo,

mal wieder was Neues zum Thema INKT und Europa:


Related QuotesINKT
KQIP 132 7/8
45 1/8 +5 5/16
+5/8
delayed 20 mins - disclaimerGet QuotesThursday July 13, 3:04 am Eastern Time

Company Press Release

KPNQwest Forms Strategic Relationship with Inktomi to Deploy Pan-European Content Distribution Infrastructure

KPNQwest Implements Inktomi Network Products Technology to Further Enhance End-User Internet Experience

HOOFDDORP, Netherlands and LONDON--(BUSINESS WIRE)--July 13, 2000--KPNQwest N.V. (Nasdaq:KQIP - news; ASE:KQIP), the leading pan-European Internet data communications company, and Inktomi Corp. (Nasdaq:INKT - news), developer of scalable Internet infrastructure software, today announced a strategic technology alliance to bring added functionality for content distribution and streaming media to KPNQwest`s pan-European IP (Internet Protocol) network. Under the alliance, KPNQwest will incorporate Inktomi® Network Products into its facilities-based network as the core enabling technology for efficiently managing, tracking and distributing content and high quality streaming media services. The integrated solution will provide KPNQwest`s customers with improved access and delivery of content and applications, a higher quality Internet experience, and the ability to provide accurate and up-to-date information on Web site usage.

``KPNQwest`s relationship with Inktomi is a key element in our content distribution strategy, which is aimed at delivering the highest quality Internet experience to end-users across our network,`` said Jack McMaster, president and chief executive officer of KPNQwest. ``Our unique position and reach in the market, combined with Inktomi`s proven expertise in content distribution infrastructure technology, provides us with the most scalable and intelligent platform for the deployment of high value, revenue generating network services. Content distribution combined with our long-haul, hosting and high-speed local access services delivers an unparalleled set of Internet offerings for our European businesses.``

KPNQwest is planning to build the largest CDN-enabled pan-European IP network, in which Inktomi Traffic Server®, Content Delivery Suite and Inktomi Traffic Server Media-IXT will be implemented as core CDN infrastructure technology. The Inktomi platform will be deployed across KPNQwest`s pan-European backbone consisting of 18 mega-CyberCenters built on top of KPNQwest`s wholly owned macro-capacity fibre-optic network connecting 50 cities across Europe.

``Today`s announcement with KPNQwest highlights the significant role content distribution service providers will play in Europe, validating Inktomi`s leadership position in providing essential infrastructure technology to the world`s premier networks,`` said David Peterschmidt, president and chief executive officer of Inktomi. ``Our caching and content distribution technologies, combined with KPNQwest`s extensive network assets and management expertise, will bring a new level of content and application services to the marketplace.``

The relationship between KPNQwest and Inktomi will enable KPNQwest to offer additional content distribution and streaming media services, complementing its hosting, long-haul, local access and value added Internet services. With rich multimedia and other bandwidth-intensive content hosted at KPNQwest CyberCenters(TM), KPNQwest can push data, streaming multimedia and applications to the edges of the network across its 12,500-mile macro-capacity EuroRings(TM) network, for easier and more immediate access by users. End-users may also access content using KPNQwest`s high-speed ADSL (Asymmetric Digital Subscriber Line) service, which is currently being rolled out across Europe.

Inktomi Network Products

Inktomi Network Products provide key infrastructure technology to optimize the delivery of content and applications for service provider, enterprise and wireless networks. The Network Products family consists of Inktomi Traffic Server, the leading network cache platform, and the Inktomi Content Delivery Suite, a robust solution for content distribution and management. By embedding programmable intelligence into the network, Inktomi Network Products provide the infrastructure for ISPs, backbone companies, hosting providers, content delivery network providers and enterprises to deliver new services to end users.

About Inktomi

Based in Foster City, Calif., Inktomi develops and markets scalable infrastructure software designed for ISPs, content delivery and hosting providers, Web portal and commerce sites, wireless operators and global enterprises. Inktomi`s Portal Services include the search, directory, and commerce engine applications; Network Products include the Traffic Server network cache platform, Content Delivery Suite and associated value-added service applications. Inktomi`s customer and strategic partner base today includes such leading companies as America Online, British Telecommunications, CNET, Excite@Home, Intel, iWon.com, Merrill Lynch, Microsoft, RealNetworks, Sun Microsystems and Yahoo! The company has offices in North America, Asia and Europe. For more information, visit www.inktomi.com

About KPNQwest

KPNQwest (Nasdaq:KQIP - news; ASE:KQIP) is a leading facilities-based, pan-European provider of data-centric services based on Internet Protocol (IP). It is deploying a technologically advanced 20,000 km fibre-optic network connecting 50 cities throughout Europe and provides a full portfolio of data-centric IP-based services and other advanced telecommunications services, including a pan-European Digital Subscriber Line service. KPNQwest is one of the largest business ISPs in Europe with operations in 15 countries. KPNQwest has twelve CyberCenters and has announced plans to build an additional eighteen 10,000m(2) CyberCenters across Europe, on its high-capacity fibre-optic network to provide web-hosting, application sharing and telehousing services. Website: www.kpnqwest.com.

KPNQwest (NasdaqNM:KQIP - news) is a joint venture of Dutch carrier KPN Telecom NV (NYSE:KPN - news) and U.S. long-distance carrier Qwest Communications International (NYSE:Q - news). The company is building seven fibre optic network rings, that stretch 20,000 kilometres and connect 50 cities in 14 European countries, providing its business customers with high speed Internet access.

german

[german]

Hallo,

Abstracts eines Interviews mit Peterschmidt:
Author Jennifer

Report Source David Peterschmidt
(Added 7/13/2000 6:48:40 PM)
Categories: CEO Interviews, Stock Picks


- INKT controls about 50% of the general search market on the web.

- Reports third quarter earnings next week. Analysts are expecting 2 cents a share.

- INKT develops a lot of deep technology.

- 40% of his people today are development people.

- Infrastructure will be a huge factor as the Internet continues to expand.

- INKT sets the agenda or the path for the direction the technology will take.

- "We must be innovative. Innovation is hitting a target no one else sees."

- This focus on future goals keeps people motivated and stimulated.

- Growth over the past three years has been 200%. He feels that for the next 24 months the market can expect INKT to grow in the 150-200% range.

- Reported profitability last quarter.

- "INKT will stay in the profitability line."

german

[german]

Hallo,

13.07.00

Peter Ausnit, Interactive-Video Analyst, Prudential Volpe Technology Group
Interviewed by Nate Hardcastle

Peter Ausnit
Prudential Volpe Technology GroupThe Internet Analystsm recently spoke with Peter Ausnit, who follows for Prudential Volpe Technology Group. He likes the prospects for shares of INKTOMI (INKT).


[THE INTERNET ANALYST — NATE HARDCASTLE] INKTOMI is known for providing the technology that allows Web portals to offer Internet searches. What else does INKTOMI do?

[PETER AUSNIT] INKTOMI has three main lines of business. The company sells caching software, provides search services and enables shopping for portal sites. Those services account for 60%, 35% and 5% of revenues, respectively.

[NH] Last week, YAHOO!(YHOO) announced that it would switch its search business from INKTOMI to Google.com. How much will that affect INKTOMI?

[PA] The announcement certainly hurt the stock, which fell almost 20% on the news. But Wall Street`s reaction was excessive. Losing YAHOO!`s search business means that INKTOMI will lose about $1 million a quarter, but this company is growing so fast — more than 30% quarter-over-quarter — that losing $1 million won`t hurt very much.

[NH] What can we expect from INKTOMI going forward?

[PA] The big thing is wireless. The company has partnered with NOKIA (NOK) and a private company called Airflash to develop wireless services that will geo-code tons of data. These wireless services will allow consumers to find an empty parking space that is several blocks away. Wireless is a huge potential market, and INKTOMI has the right partnerships and technology.

INKTOMI also is expanding into the enterprise market, where the firm has a tremendous opportunity to provide services for corporate intranets. Those are expected to be an even larger market than the Internet.

[NH] What is your rating on the stock?

[PA] I have a STRONG BUY rating and a $200 price target. I expect earnings of $0.03 a share this year and $0.21 a share in 2001; that`s up from a loss of $0.30 cents a share in 1999.
Peter Ausnit
Prudential Volpe Technology Group

german

[german]

Hallo,

Bambi interviewt H. Blodget - heute erster Teil:

Bambi Francisco`s Net Sense

Blodget: Growing pains and valuation
Part 1: Analyst gives stock picks
By Bambi Francisco, CBS.MarketWatch.com
Last Update: 2:57 PM ET Jul 15, 2000 NewsWatch
Latest headlines

SAN FRANCISCO (CBW.MW) -- A portfolio manager told me this week that if the market`s perception is that stocks will be higher next year, then who cares what rich multiples they`re trading at now.

There is logic to that statement. Yet, stock multiples, or ratios of a company`s stock market value to its underlying earnings and sales, do matter. Even though it appears that the market is tilted in favor of those in multiple-denial mode.

Momentum wins in situations "where you have the kind of sentiment shifts that we`ve had," said Merrill Lynch analyst Henry Blodget, in a phone conversation earlier this week, on the day Yahoo (YHOO: news, msgs) shares regained composure, and Ariba`s (ARBA: news, msgs) quarterly results crushed expectations.

In Part I, of this two-part package, the analyst shares his thoughts about the different growth stages of the Internet economy, his stock picks and why he thinks valuations may always be a conundrum.

In Part II, coming Sunday, Merrill`s man talks about the growing wireless industry.

Blodget: From a really high-level perspective, I think we`re continuing to see companies in the consumer sector transition from a hyper-growth phase into a long-term-growth phase. Yahoo and the consumer space are transitioning into the long-term-growth phase. Valuation is more important in this phase, and it`s also easier to do precise analysis. What we are seeing here is multiple compression. And that will continue. Yahoo is still a good long-term investment for say five to 10 years. Our hope is that Yahoo is what Cisco Systems (CSCO: news, msgs) and Microsoft (MSFT: news, msgs) were between seven and 10 year ago, in terms of investment. They looked expensive, but they`ve been spectacular.

CBSMW: In your universe of stocks, which do you like?

Blodget: From a high level, the entire Internet sector, primarily the consumer sector, is trying to transition from hyper-growth to long-term-growth. That is really changing the character of the stock. Ultimately, what it will do is make the leading stocks less risky. But it also offers considerably less upside. If you look back obviously over several years Yahoo (stock) has appreciated between 100 and 300 percent for each of the last few years. If you`re not looking for that performance, then some of the investments in the consumer sector are good.

CBSMW:  How about infrastructure stocks?

Blodget: The infrastructure sector is growing a lot more quickly. These companies are still posting sequential revenue growth of 30 percent or more and delivering a lot of leverage. This is the kind of performance momentum investors look for and try to invest in. Good examples of stocks like that right now are Inktomi (INKT: news, msgs) and Ariba, which is another one of our favorites. Then some of the business-to-business companies now in the marketplace on the software side are really in the venture stage and yet to even begin to generate revenue. My general sense is that the three different sectors of the Internet are at different stages of development.

CBSMW:  Spanning the three different sectors, where is the best opportunity?

Blodget: An investor has to know what he or she is looking for. America Online (: news, msgs)(AOL: news, msgs) offers the least risk, and probably the least potential reward over the next year. It`s a solid investment that is the most conservative in a sector that is anything but conservative.

CBSMW: So, you`re ranking your stocks on the basis of least risky. Or do you think an AOL could outperform Ariba?

Blodget: Yes, I`m ranking them based on which stocks offer the least downside risk. AOL`s valuation is defendable. It has the lowest multiple; it has the greatest earnings clarity; it`s stable. Yahoo is still vulnerable. There`s no reason it couldn`t trade considerably lower. It`s all about sentiment. Certainly, it could go a lot higher if sentiment improves. Ariba is even more volatile, but certainly there`s also a lot of potential upside as we`ve seen in the last month.

CBSMW: Wednesday`s gains were just torrid - was it Yahoo`s results or Ariba?

Blodget: The sector has been severely hammered obviously on uncertainty about dot-com failures and Internet advertising. Valuations have come down to levels that are approaching reasonable. But Internet stocks never seem to be totally reasonable. Still, there was a collectible sigh of relief in the vast majority of the Internet (group). Investors are saying, "Hey, things aren`t so bad. In fact, things are pretty darn good and stocks are cheaper then we`ve seen them in the last six months. So, let`s get ‘em." Obviously, that helped drive the sector.

CBSMW: The Net sector needs a catalyst. Last year, we had the whole notion of the holiday season being the inflection point for online commerce making everyone giddy. What now?

Blodget: I still think there will be a lot of enthusiasm about the holiday season with regard to shopping. One of the patterns of online usage is that when people tend to come online, they chat first and then five or six months later they venture on to some content sites and start using some of the content. After a year, they begin shopping. So, I think you`ll still have a lot of people who came on last year and have heard about e-commerce all year long and are sort of scratching their heads and saying, "what is this? I should venture into the water and try it this holiday season." So, you will have a lot of new users, and I think you`ll also have a lot of returning users. There will be excitement, but the difference this time around is that it will actually benefit the leading companies, such as Amazon.com (AMZN: news, msgs), Yahoo and AOL disproportionately.

Listen to interview.

Check out Part II of my interview with Blodget where he`ll share his views about the wireless Web.

german

[stepan]

Der Thread ist zu lang!

[german]

Hallo,

Ausschnitt aus einem Interview:

http://theinternetanalyst.com/asp/000713sections/spotlight.a…

[NH] What can we expect from INKTOMI going forward?

[PA] The big thing is wireless. The company has partnered with NOKIA (NOK) and a private company called Airflash to develop wireless services that will geo-code tons of data. These wireless services will allow consumers to find an empty parking space that is several blocks away. Wireless is a huge potential market, and INKTOMI has the right partnerships and technology.

INKTOMI also is expanding into the enterprise market, where the firm has a tremendous opportunity to provide services for corporate intranets. Those are expected to be an even larger market than the Internet.

german

[german]

@stephan

Klicke auf ...

... dann erscheinen nur die letzten 20 Postings.

german

[4runner]

Inktomi hat Nachholbedarf, mein Tip 160 € bis nächsten Freitag.

[stepan]

An german
Danke für den Tip.
Bin selber Inktomifan. Die letzten zu 220 Euro verkauft und bei
143 und 123 Euro wieder rein. Glaube das Inktomi vom Internet,
aber auch vom Wirelessbereich enorm profitieren wird, weil die
alle bedienen können. Deren Software ist führend und Yahoo wird
weiterhin von Inktomi bedient. Kurse nach dem Abschlag waren
Kaufkurse. Inktomi gehört bei mir zu den Aktien, die ruhig mal
fallen dürfen, um sie billiger wieder- oder nachzukaufen.

Gruß stepan

[german]

Hallo,

@stepan

Ich habe inkt gehalten und den ausstieg über 200 verpaßt - so what.

Insgesamt denke ich, daß die sich immer stärker abzeichnende strategische Ausrichtung von INKT auszahlen wird.

Der Search-Bereich wird im prozentualen Anteil der Umsatz- und Gewinnentwicklung weiter abnehmen, der Caching-Bereich sowie der Businessportal-Bereich werden zunehmen.

Die Ausrichtung auf den drahtlosen Zugang zum Internet per Mobiltelefon wird erst mit der Zeit Früchte tragen. Das wird erst mit UMTS richtig was werden.

Warten wir den Donnerstag ab - dann sind wir schlauer.

german

[chewbacca]

Was denkt Ihr was diese Woche noch passiert? Gehts in Richtung 160, oder wieder zurück?
Wie ist Euer Feeling in Bezug auf die Zahlen?

[german]

Hallo,

wieder einer mehr:

Monday July 17, 4:53 pm Eastern Time

Company Press Release

iWon.com Becoming Most Comprehensive and Easy to Navigate Search Engine on the Internet

Leading Relevance Technology and Search Index and Key Alliances Launch iWon.com to the Top-Tier of Search Engines

IRVINGTON, N.Y.--(BUSINESS WIRE)--July 17, 2000-- Internet portal iWon.com, one of the fastest growing websites in the history of the Internet, today announced alliances with several leading search and technology companies. iWon also announced the addition of Inktomi`s® media search database and GEN3tm architecture, a scalable search index of the most comprehensive, highly relevant documents on the Web, making iWon Search one of the most comprehensive and easy-to-navigate search engines on the Internet. iWon`s search alliances include industry leaders such as Ask Jeeves, Inc. (NASDAQ: ASKJ - news), Inktomi (NASDAQ: INKT - news), LookSmart (NASDAQ: LOOK - news), RealNames and Fact City, the web`s first ``fact-finding engine.``

The new iWon search engine is designed to get people to the information they are looking for by providing relevant and accurate results, all organized into an efficient easy to use interface.

With iWon Search, Users Can:
* Access Most Relevant Index of Documents on the Internet: The

default search index at iWon leverages Inktomi`s GEN3

architecture, which combines leading relevance technologies

and WebMap(tm) database and includes 500 million of the best

documents on the web. The index is constantly updated and

refreshed with new content, offering users highly accurate

search results and new services.
* Save Time with a Professionally Edited Directory: The new iWon

Directory, created with LookSmart and Inktomi, allows visitors

to access over 1.8 million hand-edited sites categorized into

over 170,000 categories.
* Find Exactly What They Need: iWon Search saves people time and

effort by using Internet Keywords from RealNames. With

Internet Keywords, people can instantly find the Web sites for

major companies, brands, and products just by typing Internet

Keywords, like ``Panasonic DVD`` or ``Ford Explorer``, into iWon

Search.
* Find the Most Popular Sites on the Internet: iWon Search gets

people to what`s popular through a new partnership with Ask

Jeeves. iWon is utilizing Ask Jeeves` Popularity Search(sm),

patented technology that analyzes the activity of millions of

previous Internet search queries and results to determine the

most relevant sites for people`s search requests. iWon, using

Ask Jeeves` technology, can now present results in Top 10

lists of the Web`s most popular sites and related searches.

People using iWon Search save time by benefiting from work

already done by previous searches.
* Locate Music Files Instantly: iWon Search offers quick access

to millions of music files including hundreds of thousands of

MP3 files updated daily, leveraging Inktomi`s media search

database. iWon Audio Search locates actual music files, not

merely the website on which they`re located, so that people

quickly and efficiently find what they are looking for.
* Get All the News: Through the Inktomi relationship, iWon will

offer comprehensive news search capabilities from

Moreover.com. Moreover.com aggregates news and information

from 1,500 web sources in near real time, and then assembles

webfeeds in more than 200 categories. This gives users

comprehensive, update to date, organized news.
* Find Facts Fast...In the coming months, iWon Search will make

searches even faster, easier and more relevant. Unlike any

other Internet search engine, iWon is partnering with Fact

City, the web`s first ``fact-finding engine.`` iWon will provide

users with an Internet first - a way to ask questions and

instantly receive answers instead of a list of web sites. Tens

of millions of facts will be accessible, with every fact

attributed to an accurate, reliable source. Users will even

receive links to related facts and statistics in order to

investigate further.

``We are very excited about the enhancements to iWon Search,`` said Jonas Steinman, iWon Founder and co-CEO. ``We have one goal - to help people find the information they are searching for as quickly as possible. We are confident that bringing together these `best-of-class` partners makes iWon Search one of the best on the Internet.``

About iWon

Launched 10 months ago, iWon currently attracts one out of every nine people who visit the Web from work, and one out of every ten people who visit the web from home (Media Metrix, May). iWon is also ranked #1 in user satisfaction among the leading search engines and portal sites (NPD Search and Portal Tracking Study). iWon provides users with world-class content and functionality with leading partners such as Associated Press, CBS, Inktomi, CBS MarketWatch, RealNames, Reuters, TheStreet.com, Travelocity, and WeatherNews Inc.

As an added incentive, iWon gives away to users, $10,000 every day, 30 prizes of $1,000 every week, $1 million every month and $10 million on Tax Day. By simply using the site to search the Web, check email, go shopping, read the news, or perform other regular Internet activities, iWon.com users earn entries with practically every click. To date iWon has given away more than $22 million in cash prizes. For details and official rules, visit www.iwon.com.

Company names, logos, and marks of the companies referred to in this release are trademarks and or service marks of the respective companies and may be registered in the U.S. and foreign jurisdictions.

german

[german]

Hallo,

und wieder, auch wenn INKT heute etwas gelitten hat:


------------------------------------------------------------------------

Related QuotesEPRS
INKT 18 3/16
129 -5/8
-9 1/8
delayed 20 mins - disclaimerGet QuotesTuesday July 18, 10:05 am Eastern Time

Company Press Release

Eprise Forms Technology Alliance With Inktomi

Eprise Participant Server advanced content management solution first to integrate Inktomi Content Delivery Suite capabilities

BOSTON--(BUSINESS WIRE)--July 18, 2000-- Eprise Corporation (Nasdaq: EPRS - news), a leading provider of advanced content management software for dynamic Web sites, today announced a technology alliance with Inktomi Corp. (Nasdaq: INKT - news), developer of scalable Internet infrastructure software. Under the alliance, Eprise will be the first vendor to license an OEM version of Inktomi® Content Delivery Suite (CDS) for integration with Eprise Participant Server®, creating a highly scalable, end-to-end solution for enterprise content creation, management and distribution.

Eprise Participant Server empowers companies to create, update, and manage their Web content by giving business users across the organization the ability to submit, edit, approve, and post content on the fly and then have it presented to the right viewer at the right time. By embedding Inktomi Content Delivery Suite technology, which reliably and securely replicates and synchronizes any type of content to multiple Web servers anywhere in a distributed environment, the Eprise solution will now provide complete content management and delivery services that promote dynamic content creation, secure, reliable content availability and global distribution and management of enterprise Web content.

``Having one solution that addresses content creation, deployment, and delivery is a major advancement for organizations with large infrastructures,`` said Jon Radoff, Eprise CTO. ``Inktomi has the most powerful content distribution technology available today, and the fact that Eprise Participant Server will now incorporate that technology takes Web management to the next level by essentially completing the cycle. You can have the most dynamic Web content in the world, but if you can`t effectively distribute it to multiple sites simultaneously then your e-business strategy is mired by scalability limitations.``

``With Inktomi CDS technology, Eprise extends its leading enterprise content management software to offer a comprehensive solution for managing global Web environments,`` said Vince Vannelli, senior vice president and general manager, Network Products Division at Inktomi. ``Today`s announcement builds on our Network Products OEM strategy, which enables leading companies to leverage Inktomi infrastructure technology and provide compelling value propositions for their strategic markets.``

Customers will be able to realize the first benefits of the new Participant Server feature set immediately. This includes the ability to:

* replicate and distribute content globally across a heterogeneous Web site infrastructure;
* perform transactional content deployment so that sites are updated simultaneously for all visitors;
* provide secure, bandwidth-efficient distribution technology that will work effectively over Wide Area Networks and Application Service Provider infrastructures.

Eprise expects the complete technology integration to be made available with the next version of Eprise Participant Server later this year.

About Eprise Corporation

Cited as a recent winner in Upside magazine`s ``e-Business 150,`` and recognized as one of the world`s largest software companies as part of Software Magazine`s Software 500, Eprise Corporation (Nasdaq: EPRS - news) provides award-winning content management software products that enable businesses to easily and effectively manage the information contained on their Web sites. Eprise Participant Server, the company`s flagship product, is an extensible, easy-to-use software platform for distributing Web content management throughout an organization. With Participant Server, users can maintain dynamic Web sites that are responsive to the needs of customers, business partners, employees, and other site visitors.

Founded in 1997, Eprise is headquartered in Framingham, Mass., and operates regional offices throughout major cities in the United States, Canada, Germany, and the United Kingdom. The company maintains strategic partnerships with leading vendors such as Microsoft, Oracle, Hewlett-Packard, Sun Microsystems, and AGENCY.COM to deliver adaptable, best-of-breed e-business solutions. For additional company information, visit www.eprise.com.

Eprise and Eprise Participant Server are registered trademarks of Eprise Corporation. All other product and company names mentioned herein are trademarks of their respective owners.
------------------------------------------------------------------------
Contact:

Eprise Corporation PAN Communications, Inc.
Susan Bergin Kelly Murray
508/872-0200 978/474-1900
[e-mail] [e-mail]

german

[german]

Inktomi: Still In The Running  
New York, Jul 18, 2000 (123Jump via COMTEX) -- Last week Yahoo (NASDAQ:YHOO)
dumped search engine veteran Inktomi (NASDAQ:INKT) as its search engine partner
for the new kid on the block Google Inc. The news caused the stock to plunge
from $143 to $114, closing at 138-1/8 on Monday.
Yet, analysts have maintained their "buy" rating on the stock as they feel the
company has a good overall market position and significant opportunities ahead.
Ironically, Inktomi had displaced Yahoo`s first search engine partner, Altavista
two years ago. Google, which currently has the best search engine technology, is
fast becoming a clear choice for those seeking both highly relevant results and
comprehensive searching across the web.
But, Inktomi is unflustered. After all, it has plenty of other customers and
business not related to search. Search represents about 35% of Inktomi`s
revenue, while networking services such as caching and commerce represents 60%
and 5% respectively. Yahoo contributed to just 2% or $1 million for the last
quarter of Inktomi`s total search income.
Moreover, the company has been in the search business for more than four years.
The company currently powers over 125 different search partners, including
heavyweight portals like MSN (NASDAQ:MSFT), America Online (NASDAQ:AOL), Lycos
(NASDAQ:LCOS), GoTo (NASDAQ:GOTO) and iWon.com. Contracts for customers such as
AOL and MSN do not come up for renewal for over a year, so the risk of another
loss is reduced.
Besides, Yahoo is retaining Inktomi`s service as the search engine it offers to
corporate customers wanting to create customized portals. This alone will help
more than offset the financial loss that will be incurred.
Inktomi recently got into the B2B world by acquiring Ultraseek technology from
Disney`s (NYSEIS) Go.com (NASDAQ:GO). Inktomi has so far been the choice of
top players in the US Internet portal space on the consumer side, and it hopes
that the Ultraseek technology will be the key to propelling the company into the
lead in the B2B search engine space. Inktomi is well positioned to take
advantage of the opportunity in this market and its applications are perfectly
suited to the corporate customers Yahoo is targeting.
The Ultraseek acquisition alone is expected to add roughly $5 million in
quarterly revenue. Adding $5 million in revenues to the mix implies a "pro
forma" revenue total of $74 million for FY 3Q 00. So general portal customers
should account for roughly 8% of revenues on a pro-forma basis.
Further, Inktomi`s revenue growth and upside over the next two quarters is
expected to be driven by Traffic Server, not search. The company recently stated
30% plus quarterly sequential growth is possible over the next two-to-four
quarters by Traffic Server and small acquisitions. Traffic Server sequential
revenue growth has accelerated from 30% in FY Q4 99 to 39% in FY Q2 00. The
company has indicated that it has strong visibility on Traffic Server through FY
2000.
Core Search, in contrast, is expected to grow only 14%, excluding the impact of
the Ultraseek acquisition. Excluding Shopping Engine, core search accounted for
less than 27% of company`s total revenues in FY 2Q 00. Our model suggests it
will decline to 23.8% of revenues by FY 2001.
Plus, the company is also focusing on a number of smaller portal and vertical
portal partners. Large portal contracts continue to decline as a percentage of
Inktomi revenues from 58% in FY 1998 to 13% today and an estimated 8% by FY
2001.
On the cards are another six European portal partners. It recently launched its
search operations in Korea that will provide customers with localized content
within a highly customizable search platform. With more than 15 million Internet
users in Korea, up from 10 million in December, Korea ranks as the seventh
largest Internet market in the world, according to the Korea Network Information
Center.
Analysts predict Inktomi will see a profit in 2000, with net income of three
cents per share currently forecasted. This represents an improvement from the
prior year loss of 24 cents per share. In 2001 earnings are expected to increase
again, with per share results around 21 cents reckoned probable. The
third-quarter profit estimate for Inktomi from analysts indicates the financial
markets are expecting two cents per share. This estimate represents no change
from the prior month and indicates that analysts still expect improvement over
the prior year`s third-quarter loss of six cents per share.
Inktomi recently unveiled Gen 3, its latest generation search engine technology.
This technology expands database size to a size that is competitive with Google
and improves the speed and relevance of its search engine. This is expected to
narrow the gap between Inktomi and Google.
With its strategy in place, management is gung-ho that it will win Yahoo back
like it did MSN. In early 1999, Microsoft dropped Inktomi for Altavista and
reverted before the end of the year.
Hope Inktomi`s faith is not misplaced.

german

[german]

 

 
   
Portal Plays Soothe Pain of Divorce
D. Geller - July 18, 2000

Event Summary

The big news was Yahoo`s sudden divorce of Inktomi for younger rival Google. Inktomi has been the search engine powering Yahoo`s off-directory searches since the beginning of Internet time. Both Inktomi`s pride and its stock price were wounded, but the company says that the implications for its long-term financial picture are mild.

One reason for Inktomi`s optimism is that Yahoo has invited it to power the searches in a newly announced corporate portal venture. Corporate Yahoo takes Yahoo and partner Tibco Service behind the corporate firewall with a fee-based product that will present corporate information in combination with selected feeds of Yahoo`s currently available content such as weather, news and stock quotes.

The logic motivating Yahoo`s entry into the portal space seems to be that employees won`t visit a corporate portal for the corporate information they need to do their jobs without access to a wide range of the services that are otherwise available for free elsewhere on the Internet.

Inktomi also has a foot in the portal pie. The company recently announced that it would build and donate a public portal that connects to all of the information that individual U.S. government agencies have put online. The portal, dubbed "firstgov.gov," is expected to save the government $20 million in development costs.
Market Impact

Call us cynical, but we don`t believe that Yahoo`s main motivation here is to rack up profits from building corporate portals. There are a number of software companies and systems integrators already in that business, and it`s a rare corporate portal that doesn`t offer some of the kinds of information content that Yahoo is offering. Despite Yahoo`s name and backing, we don`t see this announcement as representing a transformation of the corporate portal market.

A steady stream of revenues from providing its otherwise free services will be a nice enhancer to Yahoo`s bottom line. But we do wonder what else Yahoo has up its sleeve. Studies continue to show that employees spend a large amount of time surfing, and not merely for sanctioned, job related purposes. Can Yahoo make money by capitalizing on this almost captive audience?

Few corporations will want advertising by others - Yahoo`s main source of income - to appear on their own intranet. Yahoo may be looking forward to mining revenues from various kinds of affiliate and profit sharing schemes, but that doesn`t seem likely to be a gold mine. Worse, if it became a truly lucrative sideline there are plenty of competitors ready and able to step into the wings and drive the returns down by offering to share such fees with the corporate host. But don`t get us wrong; we`re not planning to short sell Yahoo`s stock.

User Recommendations

There`s a lot to consider in choosing a corporate portal provider. While developers and service providers strive to make it seem easy, putting up a corporate portal is thought and labor intensive. We agree that the portal needs to attract and keep corporate users, but believe that the main decision points in making a product decision should be the features that the portal will provide for bringing information to employees and the technology costs behind it.
Quelle: http://www.technologyevaluation.com/Research/ResearchHighlig…

german

[german]

Hallo,

diese Einschätzung aus dem INKT-Board bei Yahoo macht Sinn:

Poison Pill
by: msratty_1999 7/19/00 8:46 am (14.46 MESZ)
Msg: 44430 of 44430
On June 30, INKT`s Board of Directors adopted a "poison pill" plan to thwart any possible takeover bid. Coupled with the proposed increase in authorized shares to 1.5B, this would make a takeover very unlikely and quite costly. It seems clear that INKT`s Board feels that the company is going to have some really good news to report that might make it attractive for takeover despite the high stock price and they preempted that with takeover protection. I can`t wait for the numbers to come out!
----------------------------------------------------------------------
german

[german]

Hallo,

die strategische Allianz mit KPNQwest nimmt konkretere Züge an:

       
July 18, 2000 14:04

KPNQwest Taps Inktomi On Content Distribution
HOOFDDORP, THE NETHERLANDS, 2000 JUL 18 (NB) -- By Sylvia Dennis, Newsbytes. KPNQwest [NASDAQ:KQIP] has linked up with Inktomi [NASDAQ:INKT] on the content distribution front. The aim of the linkup is to allow Inktomi to offer the best possible content and search engine facilities to its customers across Europe, and beyond, tapping the broadband network resources of KPNQwest.

Specifically, KPNQwest plans to incorporate Inktomi`s network products into its facilities-based network as the core enabling technology for managing, tracking and distributing content and streaming media services.

Jack McMaster, KPNQwest`s CEO, said that his firm`s relationship with Inktomi is a key element in its content distribution plans, which aim to delivering the highest quality Internet experience to end-users across the carrier`s network.

Later this year, KPNQwest plans to start rolling out the world`s largest content delivery-enabled IP (Internet protocol) network, across Europe. using Inktomi`s technology.

The plan calls for the Inktomi platform to be deployed across KPNQwest`s pan-European backbone consisting of 18 cybercenters built on top of KPNQwest`s wholly-owned 50-city fiber-optic network.

Inktomi`s Web site is at http://www.inktomi.com .

KPNQwest`s Web site is at http://www.kpnqwest.com .

Reported by Newsbytes.com, http://www.newsbytes.com .

german

[german]

Hallo,

wenn INKT eine deutsche Waschmaschine wäre, macht die Company sich auf den Weg zur *Miele* des Internets (Autofreaks klicken den Porsche-Button).

DerArtikel erläutert auch die Herkunft und Enstehung des Firmennamens und schließt den heutigen Tag gut ab. Hoffen wir, daß die Vermutungen, INKT werde die Zahlen morgen mit einer guten News als Sahnehäubchen versehen, zutreffen.

Internet Software Developer Inktomi Wants to Be Household Name
By Jim Finkle


Foster City, California, July 19 (Bloomberg) -- When Inktomi Corp. sold shares to the public two years ago, some Goldman Sachs bankers working on the deal joked that the initial offering was a tough sell because the company`s business was hard to explain.

EBay Inc. was easy. Investors could log on to the online auction site and buy Beanie Babies for their kids. It wasn`t as easy to kick the tires of Inktomi, a self-described ``Internet infrastructure`` company. It develops Web search engines and software to speed, monitor and analyze Internet traffic.

``I thought, `Oh God, even our bankers think we are boring,``` says Shernaz Daver, Inktomi`s vice president of marketing and investor relations.

For some investors the company`s name didn`t help. Inktomi, pronounced ``Ink-tuh-me`` with an emphasis on the ink, is a reference to a mythical Lakota Indian spider who defeats enemies using cunning rather than force. The name came from the code name that company founders Eric Brewer and Paul Gauthier gave to a Web search engine they developed prior to founding Inktomi as researchers at the University of California at Berkeley.

Like the Lakota spider, Inktomi has succeeded in overcoming those obstacles and has been a big hit with investors. Its shares have soared almost 30-fold from the June 1998 IPO and the company sports a market value of $14 billion.

Inktomi had its first profitable quarter in the three months that ended March 31. It reported net income of $1 million on $47 million in revenue.

The Foster City, California-based company is scheduled to release second-quarter results tomorrow. Inktomi is expected to report earnings of 2 cents a share, the average forecast of analysts polled by First Call/Thomson Financial.

Bigger Aspirations

While most Internet users may not know it, Inktomi products are widely used. The company estimates that one of every three Web surfers either use Inktomi search engines or get information that`s been delivered with some help from the company`s software.

Now that Inktomi`s a star in the financial world the company wants to become more widely known, saying it`s out to compete with the likes of McDonald`s Corp., AT&T Corp. and Intel Corp. for consumer ``mind share.``

The company has decided to spend millions of dollars on advertising to promote the Inktomi brand in a campaign at least partly inspired by the successful ``Intel Inside`` campaign.

Cisco Systems Inc. TV commercials, which asked viewers ``Are you ready?`` also inspired the campaign.

Rivals Close Behind

Daver has spent the past few years doing whatever it takes to promote Inktomi (and the concept of Internet infrastructure) with investors -- even fielding calls from analysts who follow the company while exercising on the office StairMaster.

She says it`s time to broaden the audience of those efforts, making Inktomi the first company that people associate with Internet infrastructure in the same way that most people associate Cisco with data networking products.

``If we succeed, we`ll probably be the first to brand Internet infrastructure,`` she said.

To be sure, rivals are likely to be quick in running similar campaigns after watching the success of the ``Intel inside`` marketing effort, said Patrick Keane, senior analyst with Jupiter Communications.

``There is nothing novel at all in that kind of strategy,`` Keane said. ``Everybody is going to try to do it.``

In the area of speeding delivery on Internet content include Akamai Technologies Inc. and CacheFlow Inc.

For Inktomi the need to boost its marketing efforts may be particularly acute now in the wake of Yahoo! Inc.`s decision last month to replace the use of Inktomi technology for its general search engine with that of closely held rival Google Inc.

Inktomi shares tumbled 18 percent on June 26, the day after Yahoo announced the change.

``They have defensive marketing that they`re going to start have to do as well,`` Keane said. ``Google is looking much larger in the rear view mirror than it did before.``

Making Internet Come Alive

The new brand-marketing campaign began with ads on billboards, magazines, buses and local TV stations. The company declined to say how much it will spend, though Daver said the initial budget will be more than $1 million and less than $10 million.

Inktomi TV ads began running in the San Francisco area last month during broadcasts of the U.S. Open Golf Tournament.

They feature striking kaleidoscope computer graphics that melt into images including a heart, eye and blue sky with rock music and an Apache Indian beat playing in the background. Their message is short and simple -- Inktomi products make the Internet come alive, make it more accessible or make it more dynamic.

The goal is to get people to associate the name with quality and reliability. When consumers order Internet products, Inktomi wants them to one-day ask if they are ``powered`` with Inktomi technology.

That will take years, Daver said. One intermediary goal is for consumers to know that the company`s hexagonal, rainbow- colored logo represents Inktomi.

``We want to be synonymous with trust,`` Daver said. ``You`ll see that tiny little hexagon and you`ll have trust.``

Etwa so:

= TRUST

german

[german]

Media Contact:
Steve Diamond
Inktomi Corp.
650-653-2877
[e-mail]
 

Inktomi Reports Second Profitable Quarter

Posts $61.5 Million in Revenues and $4.5 Million in Net Income

FOSTER CITY, Calif., July 20, 2000 -- Inktomi® Corp. (NASDAQ: INKT) today reported financial results for the third fiscal quarter ended June 30, 2000. Revenues for the quarter totaled $61.5 million, a 202 percent gain over revenues of $20.3 million for the comparable quarter in the last year and a 30 percent sequential increase over the prior quarter. Net income for the quarter was $4.5 million or $0.04 per share compared to a pro forma net loss of $7.7 million or a pro-forma loss of $0.08 per share in the third quarter of the previous year.

Inktomi`s Network Products Business, consisting of Traffic Server, Content Delivery Suite and associated services, contributed $43.1 million in revenue for the quarter, a 244 percent gain over the third quarter of the prior year and a 40 percent sequential quarterly increase. Inktomi`s Portal Services Business, comprised of the Search and Commerce Engines, generated $18.4 million in revenue, a 136 percent increase over the comparable period in the last year. The Search Business contributed $14.4 million in revenue, a 100 percent increase over the third quarter of the prior year, and Inktomi`s new Commerce Business contributed $4 million in revenue in the June quarter. The company ended the quarter with $272.2 million in cash and short-term investments.

"Our financial strength and leadership position combined with our consistent execution has made this Inktomi`s strongest quarter ever," said David Peterschmidt, president and CEO of Inktomi. "The quarter was fueled by major network product wins, our drive into the growing enterprise marketplace with network and portal services products, and significant inroads into the emerging wireless arena. We will continue to drive penetration into new markets, increase Inktomi`s global reach and advance our technical prowess to become essential to the Internet."

Inktomi Network Products: Traffic Server and Content Delivery Suite
Inktomi`s Network Products Business experienced a robust quarter that solidified the company`s leadership in the network cache marketplace.

Inktomi extended its reach into multiple markets including content distribution, enterprise, backbone, access and broadband. The company garnered major design wins at AT&T, COLT Telecom Group, Genuity, KPNQwest and Primus Telecommunications Group, each of which selected Inktomi`s network products for the core of their content distribution build out. They join existing customers such as Cable & Wireless, Enron and Exodus Communications, making Inktomi the leading technology provider for content distribution networks.

Inktomi`s Traffic Server network cache and Content Delivery Suite were chosen by enterprise customers including Dresdner Bank, SAP, United States Postal Service and the European operations of Fidelity Investments and Merrill Lynch. Other new customers in the access, backbone and broadband segments included Infonet Services and OptiGlobe Communications. Repeat business from companies such as America Online, ICG Communications and Sun Microsystems also contributed to the quarter`s performance.

In May, the company shipped new versions of its Traffic Server and Content Delivery Suite software offering a host of new features to enable the delivery of robust edge services to customers. The new features include enhanced support for application delivery, integration with directory services and customized logging capabilities. In addition, the company also announced that it will port its network products to the HP-UX platform.

In its effort to make Traffic Server the preeminent software platform for the Internet, Inktomi bolstered the number of developers writing to the platform. More than 20 companies are now developing software that runs on top of Traffic Server including new additions such as Vignette for dynamic content publishing and SurfWatch Software for customized filtering.

Inktomi Portal Services: Search Engine
In the third quarter, Inktomi gained new customers worldwide, forged alliances and entered into new markets to build on its industry position.

During the quarter, the Inktomi Search Engine processed approximately 4.8 billion search queries, a roughly 100 percent increase over the same period in the prior year and an approximately 14 percent sequential quarterly increase.

New customers signed on included PointClick.com, Univision Communications, and Europe`s freenet and Oppido. The Search Engine began to service queries on several sites such as About.com, iFILM Network and Keen.com during the quarter. The company also entered into an alliance with DoubleClick to provide an integrated search and advertising solution to portal sites.

In June, Inktomi entered into the growing enterprise marketplace and signed a definitive agreement to acquire Ultraseek Coporation, a subsidiary of GO.com, the Internet business of The Walt Disney Company. Ultraseek develops packaged search solutions for corporate intranet and extranet sites and counts Hewlett-Packard, Sun Microsystems and 3Com as customers. Inktomi recently closed the acquisition. In addition, Inktomi was selected by Yahoo! as the premier search solution provider for the Corporate Yahoo! service, validating Inktomi`s move into this area and expanding its reach to Global 2000 companies.

Inktomi Portal Services: Commerce Engine
In the quarter, Inktomi continued to build out its customer base, technology platform and strategic partnerships as it extended its industry reach. The company signed on several new customers including Home Account, Portalvision and Qode. The Commerce Engine started to power sites including Excite UK and MyTurn.com.

New merchants added to the Commerce Engine comprised a range of companies including FTD, BuyChoice.com, iPrint.com, LiquidGolf.com and WholePeople.

In May, Inktomi entered into relationships with Escalate and Vcommerce. These alliances enable Inktomi`s portal partners to link directly with manufacturers to create high-margin commerce offerings within Inktomi`s commerce platform.

Wireless Business
During the third quarter, Inktomi achieved significant milestones in the wireless area. The company forged an alliance with Nokia to enable delivery of next-generation wireless data services and applications to both current and Third Generation - or 3G - networks. Under the agreement, Nokia will integrate the Inktomi Traffic Server network cache with products designed for its Mobile Internet Service Delivery Platform. The joint efforts in the 3G area are focused on increasing speed, reliability and availability of wireless services to global users.

Inktomi already has existing relationships with AirFlash, Cap Gemini Ernst & Young, GWcom, Hewlett-Packard, Portal Software, Spyglass and Sun Microsystems to design and deliver a range of wireless services to users worldwide.

About Inktomi Based in Foster City, Calif., Inktomi develops and markets scalable infrastructure software designed for ISPs, content delivery and hosting providers, Web portal and commerce sites, wireless operators and global enterprises. Inktomi`s business is divided into the Network Products area comprised of the Traffic Server network cache platform, Content Delivery Suite and associated value-added services; Portal Services consisting of the Search and Commerce Engines; and the Wireless area. Inktomi`s customer and strategic partner base today includes such leading companies as America Online, British Telecommunications, Excite@Home, Intel, iWon.com, Merrill Lynch, Microsoft, Nokia, RealNetworks, Sun Microsystems, and Yahoo! The company has offices in North America, Asia and Europe. For more information visit www.inktomi.com.

Inktomi Corporation Consolidated Statements of Operation
Inktomi Corporation Consolidated Balance Sheets

german

[german]

Inktomi Corporation
Condensed Consolidated Statement of Operations


http://www.inktomi.com/new/press/investor/q300statements.html

german

[german]

Hallo,

Kurzfassung auf deutsch:

Inktomi wächst dreistellig

Inktomi [Nasdaq: INKT Kurs / Chart ] hat am Donnerstag nach Börsenschluss Quartalszahlen veröffentlicht. Demnach hat der Anbieter von Internet-Hard-und Software in den vergangenen drei Monaten (bis 30.06.) einen Gewinn von 4,5 Millionen Dollar oder vier Cents je Aktie erwirtschaftet. Nach Angaben von First Call/ Thomson Financials haben Analysten durchschnittlich mit einem Überschuss von zwei Cents pro Anteilsschein gerechnet. Im zweiten Quartal des Vorjahres hatte das Unternehmen noch einen Verlust von 7,7 Millionen Dollar berichtet. 

Der Umsatz kletterte im gleichen Zeitraum von 20,3 Millionen Dollar um 202 Prozent auf 61,5 Millionen Dollar. Besonders kräftig stiegen die Erlöse aus dem Netzwerk-Bereich. Hier verzeichnete Inktomi ein Wachstum von 244 Prozent auf 43,1 Millionen Dollar. Die Umsätze aus der Software-Sparte stiegen um 136 Prozent auf 14,4 Millionen Dollar.


© 20.07.2000 www.stock-world.de

german

[german]

Hallo,

zwei neue Analysten_ratings von heute:

Inktomi
INKT
CIBC Wrld Mkts
Strong Buy

Inktomi
INKT
Goldman Sachs
Recommended List $190

german

[Jackman]

@german
dann kann es ja weiter gehen !!!
Sieht ja auch ganz gut aus heute !!!

Jackman

[german]

Hallo,

Blodget hat sein buy-Rating erneuert und die Gewinnschätzungen angehoben.

Highlights ( from Blodget`s perspective):
1) revenues 12% ahead of expectations
2)EPS of .04 vs .02 was ahead of estimate. Upside was due to revenue upside and cost control
3) ML is revising 4thQ and FY 2001 estimates by 17% (.03 to .05) and 19% (.22 to .30) respectively.
4) Portal Service revenue acceleration could act as a catalyst for stock appreciation, re-iterate buy rating
5)10th consecutative qtr. of 30ish revenue growth.
6) Network Products on Fire: up 40%, 19% ahead of expectation.
7) Expenses & Balance sheet terrific: Operating expenses 83.7% of sales, 3.3 points below expectations
8)DSOs declined for 3rd straight qtr. to 64 days. defered revenues at 75% of revenue all time high.
9)4th qtr. total revenue estimates increased by 17% to 73 MM and FY 01 by 19% to 410 MM. Growth increased from 71% to 89%.
Conclusion: Despite outstanding quarter, we believe it is possible the stock could continue to be volatile. The tougher question is what will it take to bat .400, that is sustain 30% growth into the next 4 quarters. First continue 35% growth in traffic server. While we think that this is achievable, the company`s ability to do this depends largely on the growth curve in newly entered markets such as international for large scale LAN and CDN wins. Secondly accelerate growth in Portal Services. We believe that this is largely a revenue mix issue (UltraSeek acquisition/enterprise search).

german

[german]

Hallo,

aus einem CNBC-Interview mit CEO Peterschmidt von gestern:


INKT, a major developer of web search engines reported 3Q EPS of four cents versus estimates of two cents, net income of $4.5m, up 295 pct, and net revenue of $61.5m, up 203 pct.

Peterschmidt said, "We`re seeing a big build-out in the Internet, not just in the U.S., but in Europe. . . . And our business is dual sided. We do the portal software, which is search and shopping engines. And then we do the network products. The network products are what grew at over 240 pct year-on-year and over 40 pct quarter-to-quarter. But on the other side of our business, our portal business grew at 136 pct.

He said INKT`s customer base is not only dot-coms but major corporations using its products internally as well.

Peterschmidt said the expanding wireless network will need all the software that land-based networks need. He said the company came out of the last quarter with good momentum and looks forward to continued growth in the next two quarters.

german

[german]

Friday July 21, 10:58 am Eastern Time

Morningstar.com
Inktomi Is an Excellent Firm with Exorbitant Price
By George E. Nichols


Black ink for Inktomi (Nasdaq: INKT - news) gives reason for shareholders to rejoice, but the company may not generate future returns strong enough to justify the stock`s current price.

The company released terrific financial results after the market`s close Thursday. Earnings were double the consensus forecast of $0.02 per share. The three-month period was the second consecutive quarter of positive net income and the first time the company generated an operating profit. Inktomi was able to maintain its rapid topline growth. Revenue increased 30% since the previous quarter, which isn`t far off from the 31% growth rate for the prior quarter.

Network product sales, which includes caching software, bolted up 40% sequentially while the portal-services business grew 11.7%. Although portal-services sales remained strong, they`ve experienced decelerating growth rates for the past three quarters. Thus, Inktomi--and investors--have been relying on the red-hot network products business to fuel growth, and Inktomi didn`t disappoint on this front. The network segment experienced its third straight quarter of accelerating sales, so management wasn`t exaggerating when exclaiming the business is ``growing like a rocket.``

Although Inktomi`s roots are in portal services, network products now compose 70% of total sales, a major ramp up from the previous period`s 65%. The company also claims a 52% market share of the network caching marketplace. The outlook for both products is rosy as the fortunes of the portal business are tied to the proliferation of online information, while network services will track the growth in data traffic. 

Other positive trends from Inktomi include declining Days of Sales Outstanding (DSO), which indicates the company is receiving cash for its products faster than in previous quarters. High DSO worries hammered the stock late last year, but DSOs dropped to 63 days from 76 days two quarters earlier.

The weak point of Inktomi`s quarter was the previously announced loss of Yahoo!`s (Nasdaq: YHOO - news) consumer search business, which accounted for 2% of sales. Yahoo! will continue to rely on Inktomi for its new corporate portal, but this is unlikely to offset the loss of the consumer business before next year.

Despite great quarterly results overall, Inktomi`s stock price leaves tremendous downside risk. The shares certainly look more attractive after dropping 46% from their March peak. But trading around 600 times 2001 earnings and nearly 85 times sales, the stock`s valuation is frothy by any measure.

[german]

Hallo,

neben der eher kritischen Einschätzung im letzten Posting hier aus dem Yahoo-Board eine optimistischere Sicht der Umsatzentwicklung:


Don`t Plan Using Analysts` Estimates
by: HRearden1 (29/M/San Francisco, CA) 7/22/00 11:57 pm
Msg: 44893 of 44903
Analysts intentionally set their published estimates below their true expectation for a company. This is largely known, and analysts routinely announce, just before a company announces earnings, that they expect a company to beat their estimates. Makes the term "estimate" sound inaccurate, doesn`t it? It`s all in the interests of investment banking revenue -- a company will only give banking business to firms it is confident will promote the stock.
Look at Dain Rauscher Wessels` coverage of INKT. They initiated coverage of INKT on 2/18/2000 with a Strong Buy. Their revenue estimates were $176M for FY2000 and $259M for FY2001.
On April 18 INKT blew away DRW`s quarterly revenue estimate of $41.5M by reporting $47.3M. DRW then raised their FY2000 and 2001 revenue estimates to $195M and $315M.
On July 20 INKT blew away DRW`s quarterly revenue estimate of $53.1M by reporting $61.5M. DRW then raised their FY2000 and 2001 revenue estimates to $217M and $389M.
The interesting thing is that INKT`s growth has been at a consistent pace (30% sequential, 200% annual) since it came public. So when looking at forward P/E and revenue multiple estimates, ignore what the analysts are saying. Listen to the company. A month ago David Peterschmidt, INKT CEO, told a Merrill Lynch audience that he expects sequential revenue growth in the 25-30% range for the next four quarters. Just a week ago he was reported as saying he expects annual growth of 150-200% over the next two years.
But even after INKT blowing away DRW revenue estimates two quarters in a row and stating the above, DRW still only "estimates" annual revenue growth of 79%.
If we ignore DRW and other analysts, all of whom have similar estimates to DRW, and take the CEO at his word, we can conservatively assume 28% sequential growth and 175% annual growth. This puts INKT FY2000 (ending 9/00) revenue at $224M, FY2001 revenue at $616M, and FY2002 revenue at $1.69B.

german

[german]

Hallo,

der Stand von heute dürfte neben dem schlechten Nasdaq-Umfeld (- 2,79 %) auch in dem Morningstar-Artikel zu suchen sein. Und keine News!


INKT INKTOMI CORP 4:00PM 119 -10.75 -8.29% 2,122,400 volume

german

[german]

Hallo,

neben weiterer Kursschwäche und dem Warten auf die Ergebnisse vom heutigen Aktionärstreffen, bei dem auch über die Aktienerhöhung gesprochen und entscheiden wird, gibt es derzeit nichts Neues.

Ich habe auch die Hoffnung, daß INKT vielleicht Andeutungen machen könnte, wofür die Aktien Verwenung finden sollen, an welcher Übernahme INKT evtl. interessiert ist. Heißer Gerüchtekandidat war Infospace, glaube ich persönlich jedoch nicht dran.

Soviel für heute -

german

[german]

Hallo,

im Yahoo-Board wurde gepostet, die Erhöhung der Aktienanzahl sei bei der Aktionärsversammlung beschlossen worden.

Ob es stimmt oder nicht, kann ich derzeit nicht einschätzen. Ist aber auf jeden Fall der erwartbare Ausgang der Abstimmung.

Die Kursentwicklung an der NASDAQ ist derzeit durch viele Irrationalitäten geprägt. Die Shortseller hauen auf den Sack. Man steht kopfschüttelnd davor und erneut wird deutlich, wieweit der Kurs sich von der fundamentalen Bewertung abkoppeln kann (was immer für beide Richtungen gilt).

So ist Börse - und auch mit verständnislosem Kopfschütteln haben die Kurse recht. Dies läßt sich leichter tragen, wenn es eine Übertreibung nach oben ist.

Vielleicht macht die US-Börse im Rahmen der Wahlen dem neuen Präsidenten ihr Hochzeitsgeschenk.
Denn: Hoffen ist erlaubt.

german

[german]

Kleine Korrektur zum INKT-Artikel im Morningstar:

"Although Morningstar.com equity analyst George Nichols thinks demand for Akamai`s services are strong--the company helps firms like Yahoo YHOO increase Web site speed and protects them against crashes--he also thinks that it`s "richly priced" and that it will take some time for it to grow into its current valuations. While daredevil investors may want to take advantage of Akamai`s price dip this week, Nichols thinks price-sensitive types should consider the more reasonably valued Inktomi INKT. Whereas Akamai trades at a outrageous 850 times sales, Inktomi sells for just 100 times sales."

[german]

Teil 2:

"Unfortunately, I think it`s true what they say," says Peterschmidt. "Wall Street always understands what you were. But the rate of change is accelerating far faster than Wall Street can completely comprehend."
Wall Street`s ignorance of Inktomi`s business was never more clearly articulated than on June 26, when Yahoo (YHOO) announced it would drop Inktomi as its primary search engine in favor of Google. Inktomi`s stock dropped 18 percent in a day and has yet to recover.
But as Goldman Sachs analyst Vic Mehta points out, Yahoo accounted for less than 2 percent of Inktomi`s overall revenue. And other large search customers like America Online (AOL) were locked into long-term contracts.
Besides, some say that Yahoo had quietly made a venture investment in Google, and would therefore have a stake in giving the startup a boost. Michael Moritz of Sequoia Capital, an original backer of Yahoo, was part of a $25 million investment in Google last September and sits on the board of directors for each company. "We haven`t talked about the terms of that deal," says Yahoo CEO Tim Koogle. Google also refused to say whether Yahoo had made an investment in the company.
"This Yahoo thing has virtually no impact on their business," says Katherine Egbert, a software analyst at Thomas Weisel Partners. "Inktomi is no longer just a search company, but that`s been very confusing."
Powering Internet search, once the mainstay of Inktomi`s business, now makes up only 30 percent of the company`s revenue. And while revenues from its search business are still growing 136 percent annually, the rest of Inktomi`s business, network applications, is 265 percent larger than a year ago. Peterschmidt expects that business to have a 300 percent compound annual growth rate by the end of the year.
Inktomi`s network software allows content networks to cache, or store frequently accessed, Web pages on servers close to the user. It`s used as the building block for broadband content distribution networks being built by AT&T, Enron (ENE) , Exodus, Genuity and others.
"Wherever these networks are, our caches are," says Peterschmidt. "Put it this way: Of the 11 content distribution networks being built, Akamai is being used by one – we have the other 10."
To analysts like Egbert, that means Inktomi is on its way to becoming ubiquitous on the network: What Cisco is to network hardware, Inktomi will be to network software. "Their caches are installed in areas that are closest to the user," says Egbert. "They`re there today in a way that no other software company is."

[german]

Quellenangabe/Link:

http://news.morningstar.com/news/Wire/0,1230,2428,00.html

german

[german]

Und auch das lesen wir gern:
July 28, 2000

Inktomi: The Cache King

Who cares if Inktomi is losing steam in the search-engine business? It just might become the Cisco of network software.
By Cory Johnson
 




Inktomi: The Cache King
(July 28, 2000)

 Inktomi (INKT) `s headquarters in Foster City, Calif., offer an amazing view of San Francisco Bay, including airplanes landing at the airport a few miles away. First the shadow appears over the bay, then the whole plane comes into view at the height of CEO Dave Peterschmidt`s sixth-floor corner office. But he can`t quite see what`s going on inside the planes.


Is there a better metaphor for Wall Street`s relationship with Inktomi? Investors can plainly see the company`s surging business: The first quarter of 2000 was the 10th-straight quarter during which revenues rose more than 25 percent quarter-over-quarter and more than 200 percent year-over-year. Yet they seem to have no idea what`s going on inside Inktomi.


"Unfortunately, I think it`s true what they say," says Peterschmidt. "Wall Street always understands what you were. But the rate of change is accelerating far faster than Wall Street can completely comprehend."


Wall Street`s ignorance of Inktomi`s business was never more clearly articulated than on June 26, when Yahoo (YHOO) announced it would drop Inktomi as its primary search engine in favor of Google. Inktomi`s stock dropped 18 percent in a day and has yet to recover.


But as Goldman Sachs analyst Vic Mehta points out, Yahoo accounted for less than 2 percent of Inktomi`s overall revenue. And other large search customers like America Online (AOL) were locked into long-term contracts.


Besides, some say that Yahoo had quietly made a venture investment in Google, and would therefore have a stake in giving the startup a boost. Michael Moritz of Sequoia Capital, an original backer of Yahoo, was part of a $25 million investment in Google last September and sits on the board of directors for each company. "We haven`t talked about the terms of that deal," says Yahoo CEO Tim Koogle. Google also refused to say whether Yahoo had made an investment in the company.


"This Yahoo thing has virtually no impact on their business," says Katherine Egbert, a software analyst at Thomas Weisel Partners. "Inktomi is no longer just a search company, but that`s been very confusing."


Powering Internet search, once the mainstay of Inktomi`s business, now makes up only 30 percent of the company`s revenue. And while revenues from its search business are still growing 136 percent annually, the rest of Inktomi`s business, network applications, is 265 percent larger than a year ago. Peterschmidt expects that business to have a 300 percent compound annual growth rate by the end of the year.


Inktomi`s network software allows content networks to cache, or store frequently accessed, Web pages on servers close to the user. It`s used as the building block for broadband content distribution networks being built by AT&T, Enron (ENE) , Exodus, Genuity and others.


"Wherever these networks are, our caches are," says Peterschmidt. "Put it this way: Of the 11 content distribution networks being built, Akamai is being used by one – we have the other 10."


To analysts like Egbert, that means Inktomi is on its way to becoming ubiquitous on the network: What Cisco is to network hardware, Inktomi will be to network software. "Their caches are installed in areas that are closest to the user," says Egbert. "They`re there today in a way that no other software company is."


Egbert says Inktomi shares are trading at 165 times revenues this year, while Akamai is trading at more than twice that ratio. And Inktomi has a remarkable ability to deliver on its word: While many Net startups paint charts predicting growth, Inktomi has consistently met its estimates.

Quelle: http://www.thestandard.com/article/display/0,1151,17233,00.h…

german

[german]

Im Yahoo-Board gefunden:

INKT Revenue Growth Accelerating
by: HRearden1 (29/M/San Francisco, CA) 7/30/00 10:36 pm
Msg: 45517 of 45521
Now that Network Products makes up 70% of INKT`s revenue, it`s safe to say that this is INKT`s core product, not search.
The shorts on this board would have you believe that INKT`s revenue growth is slowing and will continue to. But an interesting trend shows when looking at INKT`s network products sequential revenue growth:
Q`FY %growth
Q4`99 31%
Q1`00 36%
Q2`00 39%
Q3`00 40%
The revenue growth of INKT core product is accelerating. Also, note the comment from DP in the Industry Standard article:
"Peterschmidt expects that business to have a 300 percent compound annual growth rate by the end of the year."
This equates to sequential revenue growth of 41%.

----------------------------------------------------------------------
Finally!!! A Journalist Gets It!!!
by: HRearden1 (29/M/San Francisco, CA) 7/31/00 12:49 am
Msg: 45519 of 45521
Thanks Cory!
"Here`s the real secret in all this: There`s a massive, multibillion build-out of private content distribution networks. It`s a 21st century version of the space race, with about dozen companies racing to finish massive networks to pump out broadband Internet content. Inktomi`s network software is being used as the building block for almost all of these networks, including those from Adero, AT&T (T:NYSE - news - boards), Cable & Wireless (CWP:NYSE - news - boards), Colt (COLT:Nasdaq - news - boards), Digital Island (ISLD:Nasdaq - news - boards), Genuity (GENU:Nasdaq - news - boards), Enron (ENE:NYSE - news - boards), Exodus (EXDS:Nasdaq - news - boards), Mirror Image and Primus (PRTL:Nasdaq - news - boards)."
http://www.thestreet.com/_yahoo/p/comment/siliconbabylon/102…
(nur für registrierte User)

Reply    
I am glad theestreet.com came out with
by: wxmanger 7/31/00 1:37 am
Msg: 45521 of 45521
this article showing how big of a footprint Inktomi is trying to make in the Software/Networking Industry.
It is a no brainer to see how over inflated AKAM is compared to Inktomi..
There are some projections out there saying Inktomi in 5 years could be worth as much as $300-900/Share...

------------------------------------------------------------------------
german

[Singha]

Inktomi rausschmeissen oder halten, bin bei 128,50 rein und meine Stoppmarke von 109 ist fast erreicht, bitte um möglichst rasche Antworten.

[german]

Quelle: thestreet.c0m

The Search Is Over for Inktomi
By Cory Johnson
Editor-at-Large
7/31/00 12:30 AM ET
SAN FRANCISCO -- From Inktomi`s (INKT:Nasdaq - news - boards) Foster City, Calif., headquarters there`s an impressive, revealing sight.
Its two buildings sit on a spit of land alongside the San Mateo Bridge, facing north. It offers a unique view, where you can see both the east and west sides of the San Francisco Bay. But the strangest thing is the sight of airplanes landing just a few miles away at San Francisco International Airport. First the shadows appear over the water, alongside Inktomi`s buildings, then the whole plane comes into view, at just about the height of CEO Dave Peterschmidt`s corner office on the sixth floor. But he can`t quite see what`s going on inside those planes.
Is there a better metaphor for Wall Street`s relationship with Inktomi? Wall Street can plainly see the company`s surging business -- the most recent quarter was the 10th in a row in which quarter-over-quarter revenue growth rose better than 25%, and year-over-year growth exceeded 200%. And yet Wall Street seems to have no idea what`s going on inside the company.
"Unfortunately, I think it`s true what they say," says Peterschmidt. "Wall Street always understands what you were. But the rate of change is moving at a Herculean pace -- it`s accelerating far faster than Wall Street can completely comprehend."
Wall Street`s ignorance of Inktomi`s business was never more clearly articulated than on June 26. On that day, Yahoo! (YHOO:Nasdaq - news - boards) announced that it would drop Inktomi as its primary search engine in favor of start-up Google. Inktomi shares dropped 18% in a day and have yet to recover. (More on the reasons behind that later.)
"This Yahoo! thing has virtually no impact on their business," says Thomas Weisel Partners software analyst Katherine Egbert. "But for sure, investors don`t seem to have a handle on Inktomi. Inktomi is no longer just a search company, but that`s been very confusing."
An analysis of Inktomi`s recent results, however, makes it pretty clear. Powering Internet search, once the mainstay of Inktomi`s business, now makes up just 29.9% of the company`s revenue. And while search revenue is still growing at a 136% annual pace, the rest of Inktomi`s business, network applications, is 265% larger than a year ago and is growing at an accelerating clip. Peterschmidt says he expects that business to have a compound annual growth rate of 300% by year-end.

german

[german]

Teil 2
7/31/00 10:27 am

That growth is being fueled by the very growth of the Internet, and, in particular, the growth of new content networks that will be devoted to broadband. Inktomi`s network software allows content networks to perform caching, creating a storehouse of Web pages and broadband content on thousands of nodes on the edges of the Internet. The content of Web pages can change, of course, so Inktomi`s caching software continually checks and updates changing pages, providing them at network nodes closest to the user. That allows users to get the content wickedly fast, and, as such, it`s essential to the realization of broadband Internet dreams. "Our products create pools of content that exist all over the Web," says Peterschmidt, "so where ever these networks are, our caches are."
The Search Is Over: Inktomi`s hottest business is network software
Here`s the real secret in all this: There`s a massive, multibillion build-out of private content distribution networks. It`s a 21st century version of the space race, with about dozen companies racing to finish massive networks to pump out broadband Internet content. Inktomi`s network software is being used as the building block for almost all of these networks, including those from Adero, AT&T (T:NYSE - news - boards), Cable & Wireless (CWP:NYSE - news - boards), Colt (COLT:Nasdaq - news - boards), Digital Island (ISLD:Nasdaq - news - boards), Genuity (GENU:Nasdaq - news - boards), Enron (ENE:NYSE - news - boards), Exodus (EXDS:Nasdaq - news - boards), Mirror Image and Primus (PRTL:Nasdaq - news - boards).
Analysts say that demand for such products is off the chart, and that Inktomi commands the dominant market share. "Put it this way, of the 11 content distribution networks being built in the world," says Peterschmidt, "Akamai (AKAM:Nasdaq - news - boards) is being used by one -- we have the other 10."
The last 3 quarters revs. exceed the last 3 years combined revs.
To analysts like Egbert, that means Inktomi is on its way to becoming the Cisco (CSCO:Nasdaq - news - boards) of software -- ubiquitous on the network. "The Inktomi story is more than being No. 1 in search," says Egbert. "They have a strategic point of presence in the network, their caches are installed in areas that are closest to the end user. They`re there today in a way that no other software company is."
As such, Egbert, whose firm hasn`t done any underwriting for Inktomi, is banging the table on Inktomi with a strong buy rating, pointing out that Inktomi is trading at 165.2 times 2000 revenue, while its closest competitor, Akamai, is trading at more than twice that.
Meanwhile, there`s possibly another story behind the Yahoo! announcement that caused Inktomi`s recent stock drop. Two people with knowledge of the situation say Yahoo! dumped Inktomi because it made a venture investment in Google, which encouraged it to switch.
There are other ties between Yahoo! and Google. Star venture capitalist Michael Moritz of Sequoia Capital is an original Yahoo! backer, and, together with Kleiner Perkins Caufield & Byers, made a $25 million investment in Google last September. Moritz sits on the board of directors for each company.
"We haven`t talked about the terms of that deal," says Yahoo! CEO Tim Koogle. Google won`t say either. "Google, at this point, isn`t releasing financial information regarding the agreement with Yahoo!" says spokeswoman Kimberly Vogel.
But the financial information Inktomi is releasing is quite telling, and seems to paint a scenic picture of many happy landings to come. Search may remain the cynosure of Wall Street`s eye, but the growth of network software is the true story of the company. And while many Internet companies paint charts predicting growth that goes "up and to the right," Inktomi has managed to deliver them quarter after quarter.

german

[german]

Hallo Singha

... ich würde halten oder nachkaufen - lies den letzten Artikel und freue Dich,
denn der Kurs von INKT könnte in drei bis fünf Jahren bei 300 - 900 $ stehen.

Die Entscheidung bleibt jedoch bei Dir - wie immer, denn keiner hat die ultimative Kristallkugel.

Wer sie hätte, brauchte hier nicht zu posten .

german

[german]

Ein kleiner Nachtrag zum Yahoo-Google-Deal und seiner Bedeutung für Inktomi, den ich gut geschrieben finde.


Good For Google Does Not Equal Bad For Inktomi

From The Search Engine Report
July 5, 2000

Inktomi`s stock plunged after last week`s announcement that the company had lost the Yahoo web search contract to Google, as investors wondered if the Yahoo deal was a harbinger of future Inktomi defections. Maybe, but the loss of a big portal doesn`t necessarily mean Inktomi is a big loser, just because Google is a big winner.

To understand, you have to realize that Google and Inktomi are at different points in their evolutions as companies. I explained to one publication that Google is like a teenager getting its first job, while Inktomi is more a seasoned business executive. That`s not meant as insulting to Google nor meant to take away from its achievements, which are considerable. It merely means to demonstrate the difference in how long they`ve been doing business. Google has been at it for less than two years, while Inktomi has been selling search for over four long Internet years.

Google`s first big win was the Netscape contract last year, and while it now powers a wide-range of smaller sites like Virgin.Net and the Washington Post, adding Yahoo to its roster of clients is going to open even more doors for the company. After all, if you power Yahoo, what`s left to prove? But Inktomi doesn`t need to prove anything. The company currently powers well over 100 different search partners, including heavy-weights like MSN Search, AOL Search and iWon.com, and it has successfully done so for years. Another six European portal partners and a new Korean partner were just announced last month.

Additionally, Inktomi is no longer focused on just powering large, general purpose portals. Over the past year, it has picked up a number of smaller portal and vertical portal partners. With its acquisition of Ultraseek last month, Inktomi is now also in the corporate search business -- and the new deal to power Corporate Yahoo should only strengthen its hand here. Inktomi has already come through being bumped as the primary provider at HotBot and losing the MSN Search account, which was regained last December. Powering Yahoo`s secondary web search would have been great, but Inktomi`s search operations are broad and diverse enough that this should be easily survivable.

I also fielded numerous calls from reporters, wanting to know if Google`s high relevancy was an Inktomi killer. Certainly, Google says its accuracy gave it the edge in winning Yahoo from Inktomi. "The number one thing was the relevance, from talking with those guys [at Yahoo]," said Google president Sergey Brin. However, Inktomi suggests that it was a better business decision for Yahoo. "Google, being a private company, probably has the flexibility to do something, said Troy Toman, Director of Business Development for Inktomi`s search division. "We are not in the business of winning search at any cost."

I would suspect that Google`s deal with Yahoo was better than Inktomi`s, because the company would have greatly wanted the coup that the Yahoo account has become. I would also suspect that the business aspect was ultimately the major factor. Yahoo previously picked Inktomi over AltaVista for business reasons. Additionally, while Google`s relevancy is great, the role of Yahoo`s secondary web search partner is to provide comprehensiveness. Ideally, relevancy comes out of Yahoo`s own listings. It`s the more unusual or obscure searches that fall through to the secondary partner. For those types of queries, relevancy becomes less important. Given this, Inktomi would have been a perfectly good choice for Yahoo to satisfy these queries, especially as the company has both increased the relevancy of its results over the past year and recently boosted its coverage.

Having said that, Google`s relevancy definitely would have been right up there with any business aspect as an edge. There is absolutely no way Yahoo would have gone with someone solely because the business deal was good. Best of breed quality would be a must, and Google is able to deliver this. Additionally, Google`s search site has gained a reputation that isso strong that Yahoo actually gains from being associated with them. That`s ironic, because it`s one of those rare cases where Inktomi`s behind-the-scenes strategy works against it (the short-lived AltaVista-MSN Search deal was another example). It`s harder for consumers to recognize they are searching with Inktomi and thus demand it, in the way Yahoo executives say their users were demanding that Google be an option at Yahoo.

Neither Yahoo or Google are disclosing the terms of the business deal, which is standard procedure with these partnerships. Yahoo didn`t name relevancy as the key point for choosing Google in its press release, but its executives have given it the nod in follow up statements. "We`ve chosen Google as a partner because we think they are the best search out there," said Srinija Srinivasan, Yahoo`s editor in chief. "That this was a good business deal was a good factor, but it wasn`t the driving factor," she said. "It would be incredibly short sighted to make a deal of this type based only on the business metrics."

As for dropping Inktomi, Srinivasan said it was more a matter of all the positives Google had to offer that something wrong with Inktomi. "I don`t think they are bad at all," she said. "I don`t think you can single out one factor [against them]."

Of course, no one has raised what the true killer factor against Inktomi might have been. Yahoo and Google were born out of Stanford University, while Inktomi emerged out of Stanford`s cross-Valley rival, the University of California, Berkeley. Perhaps this was just being true to your school

In conclusion, there is always going to be great competition for the major portals, especially by new players seeking the name recognition they can provide. The Yahoo changeover is more business as usual rather than a major shake-up in the search space. The success of both Google and Inktomi alike won`t depend on whether they can wrap up and maintain contracts with the relatively few mega-portals that exist. Rather, it will depend on how broadly they can build a customer base among the smaller players.

Yahoo Partners With Google
The Search Engine Report, July 5, 2000

Yahoo has selected Google to take over from Inktomi in powering Yahoo`s secondary results. These are the listings that appear in the "Web Pages" area of Yahoo`s results, after any hits from Yahoo`s own human-compiled listings.

Search Engines Alliances Charts
Freshly updated, it shows who powers whom at all the major services.

Yahoo`s Switch to Google Won`t Sink Inktomi
The Standard, June 29, 2000
http://www.thestandard.com/article/display/0,1151,16455,00.h…
(this is the correct URL, but for whatever reason, the Standard`s not resolving it right. Keep trying or search for "Google" at the Standard`s home page)

Summary of the Yahoo-Google deal, with quotes and stats on the estimated minor impact on Inktomi.

Do you ... Google? Yahoo does -- to Inktomi`s dismay
Redherring.com, June 27, 2000
http://www.herring.com/investor/2000/0627/inv-inktomi062700.…

More analyst quotes about the deal.

Yahoo! Goes Google
On24, June 27, 2000
http://www.on24.com/vuwindow/scripts/vuwin.asp?id=28607&type…

Excellent webcast interview with Google CEO Larry Page.

Market Misses Big Picture With Inktomi
Internet Stock Report, June 26, 2000
http://www.internetstockreport.com/tracker/article/0,1785,17…

Defence of Inktomi, in the face of its stock drop.

Yahoo! Rolls Out Corporate Portal Services
InternetNews.com, June 26, 2000
http://www.internetnews.com/intra-news/article/0,2171,7_4028…

More about Corporate Yahoo, where Inktomi is Yahoo`s search vendor.

AltaVista To Go Public, Partner With Microsoft
The Search Engine Report, February 2, 1999
http://searchenginewatch.com/sereport/99/02-altavista.html

Story on Inktomi losing the MSN Search partnership. By the end of the year, Inktomi was back in.

HotBot Integrates Popularity Into Top Results
The Search Engine Report, March 3, 1999

Covers Inktomi being bumped by as HotBot`s primary search provider by Direct Hit, a new player at the time, now owned by Ask Jeeves.

Inktomi Picked By Yahoo, Snap
The Search Engine Report, June 3, 1998

How Inktomi won out over AltaVista through its business model.


Quelle: www.searchengine.com

german

[german]

Technische Analyse, u.a. zu INKT:

The Long and the Short of It
By Gary B. Smith
Special to TheStreet.com
Originally posted at 12:30 AM ET 8/1/00 on RealMoney.com

http://www.thestreet.com/_yahoo/comment/techforum/1022457.ht…

german

[german]

Die Chartisten zeichnen ein eher negatives Bild:

http://www.boersenagent.de/w2/chartdetail.asp?id=10587

german

[german]

8-k-filing zur Beteiligung an Ultraseek (Infoseek)

inkt To print this story
           
August 01, 2000 16:28

INKTOMI CORP rpts change in assets financial statements & exhibits.


------------------------------------------------------------------------
Instant News, brought to you by Internet Financial Network
http://www.infogate.com and http://www.whispernumber.com
------------------------------------------------------------------------
Excerpted from 8-K filed on 08/01 by INKTOMI CORP:
INKTOMI CORP rpts change in assets, financial statements & exhibits.
Item 2. Acquisition or Disposition of Assets.
On July 19, 2000, Inktomi Corporation, a Delaware corporation,
completed its purchase of 10,750,000 shares of common stock of
Ultraseek Corporation, a California corporation, par value $0.01, a wholly
owned subsidiary of Infoseek Corporation, a California corporation, and
assumed options to purchase 922,500 shares of Ultraseek Common Stock,
pursuant to a Stock Purchase Agreement dated as of June 7, 2000, by and
between the Inktomi and Infoseek. Pursuant to the Stock Purchase Agreement,
Infoseek, the sole shareholder of Ultraseek, received in exchange,
$3,500,000 in cash and 2,512,880 shares of common stock of Inktomi, par
value $0.001. Inktomi`s purpose for the stock purchase is to broaden its
client base and to provide customizable search and navigation software for
its corporate Intranet and extranet sites. Ultraseek`s flagship product,
the Ultraseek Server, is a search engine software product that utilizes the
core technology developed for the GO.com portal, such a natural language
searching, relevance ranking and automated revisiting of directory
information. Another product, the Content Classification Engine, is an
automated tool for organizing content into categorized topics. Ultraseek
software is run on corporate Intranet,extranet and public websites.

[german]

Und weiter geht es mit Adero:

       
August 02, 2000 09:22

Adero Announces $72 Million Strategic Investment Round; Strategic Investors Include Intel, Inktomi, Microsoft and Reuters
Jump to first matched term

BOSTON--(BUSINESS WIRE)--Aug. 2, 2000--Adero, Inc., a leading provider of global content distribution services designed for e-businesses, today announced that it has completed a $72 million third round of funding from a group of strategic investors to finance its next stage of growth. Intel Capital, Inktomi (NASDAQ: INKT), Microsoft Corp. (NASDAQ: MSFT) and Reuters (NASDAQ: RTRSY) are some of the companies investing in Adero. Proceeds from the financing will be used primarily to further develop technologies, partnerships, marketing and sales efforts, that will help Adero execute its strategy of enabling global businesses to leverage the power of the Internet via a trusted intelligent open infrastructure.

"Adero sees this investment as a major factor in implementing our unique business model," said Jonathan Crane, chairman and chief executive officer of Adero. "We continue to attract investors who see the value in our services for global businesses."

"Inktomi`s alliance with Adero is strategic to our vision of enabling the build out of next generation Internet infrastructure for enhanced content distribution," said David Peterschmidt, president and chief executive officer of Inktomi. "We believe in Adero`s technology and business model, and look forward to working more closely with them."

"There is nothing more innovative today than the edge of the Internet. It is where the strongest technologies shine and old technologies wither. Intel Architecture is the best technology for powering networks on the edge of the Internet," said Tom Lacey, Intel vice president, Sales and Marketing Group; president, Intel Americas, Inc. "Adero is a great example of a company providing content distribution services on the edge of the Internet that will take full advantage of the scalability, ease of implementation and versatility of Intel-based servers."

"Microsoft is pleased to be working with Adero as it creates its global Internet service platform based upon .NET, a new generation of Internet software services," said Thomas Koll, vice president, Network Solutions Group, Microsoft. "The Adero platform will allow ASPs to easily create Internet applications and e-commerce solutions that can communicate with each other, independent of location. And, businesses will be able to reach consumers and commercial end users in many other countries with applications derived from .NET technology."

Other investors in this round of funding include Mitsubishi Corporation, one of the largest general trading firms which is engaged in a broad range of Internet businesses, wireless provider Hikari Tsushin, Inc., investment company Bowman Capital, and financial institution ING Barings. Adero has raised $105 million in financing to date.

About Adero, Inc.

Adero provides global content distribution services that enable companies to create a rapid, consistent and reliable Internet experience for online customers worldwide. These services are designed to be cost-effective, outsourced solutions for businesses, enabling rapid deployment of Web content, distributed applications and e-commerce services. Through the integration of best-of-breed solutions from technology partners, the development of core technologies like the Adero(TM) patent-pending GeoTraffic(TM) Manager and patented Omnicast(TM) software, Adero is leading the way in enabling global businesses to leverage the power of the Internet via a trusted intelligent open infrastructure. Adero Inc. is a venture-funded company headquartered in Boston, Massachusetts, USA. www.adero.com.

Adero and GeoTraffic Manager and Omnicast are trademarks, and the Adero logo and GlobalWise are service marks of Adero, Inc. in the United States and other countries. All other company, product and service names are the property of their respective owners.

           
August 02, 2000 09:15

Get on the Web; Be Found on the Web; Network Solutions and Inktomi Forge Strategic Agreement to Offer First Search Engine Listings Service to Domain Name Consumers; Web Site Owners to Benefit from Quick Inclusion in Search Engine
Jump to first matched term

HERNDON, Va. and FOSTER CITY, Calif.--(BUSINESS WIRE)--Aug. 2, 2000--Network Solutions, Inc. (NSI), a VeriSign company (Nasdaq:VRSN), the world`s leading provider of Internet registration services with nearly 12 million domain names registered, and Inktomi Corp. (Nasdaq:INKT), developer of scalable Internet infrastructure software, plan to work together to solve Web site owners` most significant challenge--getting found on the Web. This agreement will enable NSI customers to elect to list their Web sites in Inktomi`s(R) market-leading search database. The jointly-developed service will offer domain name registrants the ability to ensure fast inclusion of their Web site in the Inktomi Web search database and re-indexing of the Web page every 48 hours.

"NSI is removing the number one obstacle for many new Web site owners--getting listed in search engines so their customers can find them," said Jim Rutt, chief executive officer of Network Solutions. "We are a big believer in Inktomi`s technology and absolutely convinced that our strategic agreement with Inktomi will benefit our customers as they set out to establish their Internet identity and also their Web presence."

The agreement between Network Solutions` Registrar division and Inktomi is the first of its kind to deliver a new search engine listings service to new domain name registrants. Now the process of getting listed in a search engine is seamless. The Inktomi Search Engine powers more than 125 of the world`s largest portals and destination sites, including AOL, iWon.com and MSN.

"Working with NSI to deliver a new search engine listings service to Web site owners is the first step in bringing Inktomi`s leading Internet infrastructure technology closer to content providers," said Troy Toman, General Manager of Inktomi`s Search Division. "The NSI-Inktomi service will significantly narrow the gap between content owners, search engines and consumers. The Web site owners will be held to the same anti-spam and quality metrics we use today to continue to deliver the most comprehensive, relevant search results to our customers."

NSI and Inktomi expect to launch the new service before the end of the quarter. Service details and pricing will be available at that time.

The Inktomi Search Engine, which has received broad acclaim for delivering comprehensive and highly accurate Internet search results, powers many of the largest Web portals and destination sites worldwide. Inktomi provides search services on a private-label basis, allowing online media and commerce companies to concentrate on their core business objectives without compromising the brand integrity of their sites. By offering a broad range of customizable features and services, Inktomi enables its customers to build differentiated services that uniquely address the needs of their audiences.

About Inktomi

Based in Foster City, Calif., Inktomi develops and markets scalable infrastructure software designed for ISPs, content delivery and hosting providers, Web portal and commerce sites, wireless operators and global enterprises. Inktomi`s business is divided into the Network Products area comprised of the Traffic Server network cache platform, Content Delivery Suite and associated value-added services; Portal Services consisting of the Search and Commerce Engines; and the Wireless area. Inktomi`s customer and strategic partner base today includes such leading companies as America Online, British Telecommunications, Excite@Home, Intel, iWon.com, Merrill Lynch, Microsoft, Nokia, RealNetworks, Sun Microsystems, and Yahoo! The company has offices in North America, Asia and Europe. For more information visit www.inktomi.com.

About Network Solutions

Network Solutions Inc. is a wholly owned subsidiary of VeriSign, Inc. (NASDAQ:VRSN), the leading provider of Internet trust services for e-commerce. VeriSign and Network Solutions supply services throughout the e-commerce life cycle including domain name registration and infrastructure services, Web site security, payment processing and digital credentials. These services provide businesses and individuals a domain name, a way to be found, a way to be trusted, the means for getting paid and proof of payment on the Internet. VeriSign and Network Solutions offer these critical services to help businesses and individuals conduct trusted and secure electronic commerce and communications over IP networks. With nearly 12 million paid registrations, VeriSign and Network Solutions have one of the largest business subscriber bases on the Internet. For more information, visit www.verisign.com and www.networksolutions.com.

Statements in this announcement other than historical data and information constitute forward-looking statements that involve risks and uncertainties that could cause actual results to differ materially from those stated or implied by such forward-looking statements. The potential risks and uncertainties include, among others, potential volatility in VeriSign`s stock price, uncertainty of Internet privatization, increased competition in the domain name registration business including price competition, customer acceptance of new products and services offered by the company in addition to or as enhancements of its registration services, risks associated with the company`s international business, uncertainty of future revenue and profitability and fluctuations in its quarterly operating results. More information about potential factors that could affect the company`s business and financial results is included in the company`s filings with the Securities and Exchange Commission, especially in the company`s Registration Statement on Form S-3 filed on December 22, 1999, as amended, Annual Report on Form 10-K for the year ended December 31, 1999 and Quarterly Reports on Form 10-Q for the period ended March 31, 2000.

[german]

2. Meldung zu INKT und NSI


Related QuotesINKT
VRSN 102 1/8
148 7/8 +3 13/16
-2 3/8
delayed 20 mins - disclaimerGet QuotesWednesday August 2, 11:09 am Eastern Time

Press Release

Get on the Web, Be Found on the Web, Network Solutions and Inktomi Forge Strategic Agreement to Offer First Search Engine Listings Service to Domain Name Consumers, Web Site Owners to Benefit from Quick Inclusion in Search Engine

HERNDON, Va. and FOSTER CITY, Calif.--(BUSINESS WIRE)--Aug. 2, 2000--Network Solutions, Inc. (NSI), a VeriSign company (Nasdaq:VRSN - news), the world`s leading provider of Internet registration services with nearly 12 million domain names registered, and Inktomi Corp. (Nasdaq:INKT - news), developer of scalable Internet infrastructure software, plan to work together to solve Web site owners` most significant challenge--getting found on the Web. This agreement will enable NSI customers to elect to list their Web sites in Inktomi`s® market-leading search database. The jointly-developed service will offer domain name registrants the ability to ensure fast inclusion of their Web site in the Inktomi Web search database and re-indexing of the Web page every 48 hours.

``NSI is removing the number one obstacle for many new Web site owners--getting listed in search engines so their customers can find them,`` said Jim Rutt, chief executive officer of Network Solutions. ``We are a big believer in Inktomi`s technology and absolutely convinced that our strategic agreement with Inktomi will benefit our customers as they set out to establish their Internet identity and also their Web presence.``

The agreement between Network Solutions` Registrar division and Inktomi is the first of its kind to deliver a new search engine listings service to new domain name registrants. Now the process of getting listed in a search engine is seamless. The Inktomi Search Engine powers more than 125 of the world`s largest portals and destination sites, including AOL, iWon.com and MSN.

``Working with NSI to deliver a new search engine listings service to Web site owners is the first step in bringing Inktomi`s leading Internet infrastructure technology closer to content providers,`` said Troy Toman, General Manager of Inktomi`s Search Division. ``The NSI-Inktomi service will significantly narrow the gap between content owners, search engines and consumers. The Web site owners will be held to the same anti-spam and quality metrics we use today to continue to deliver the most comprehensive, relevant search results to our customers.``

NSI and Inktomi expect to launch the new service before the end of the quarter. Service details and pricing will be available at that time.

The Inktomi Search Engine, which has received broad acclaim for delivering comprehensive and highly accurate Internet search results, powers many of the largest Web portals and destination sites worldwide. Inktomi provides search services on a private-label basis, allowing online media and commerce companies to concentrate on their core business objectives without compromising the brand integrity of their sites. By offering a broad range of customizable features and services, Inktomi enables its customers to build differentiated services that uniquely address the needs of their audiences.

german

[german]

3. Meldung NSI und INKT:

Quelle: newsalert.com

       
August 02, 2000 16:03

Network Solutions to Offer Search Engine Inclusion
Jump to first matched term

RESTON, VIRGINIA, U.S.A., 2000 AUG 2 (NB) -- By Kyle Balluck, Washtech. New Web site owners could see increased traffic as the result of an agreement announced today between Internet registrar Network Solutions Inc. (NSI) and Inktomi Corp. [NASDAQ:INKT]. NSI Registrar General Manager Doug Wolford told Washtech.com that his company will work with Inktomi, a developer of Internet infrastructure software, to offer a search engine listings service to domain name customers.

Wolford said the service will satisfy customers` needs after they establish a Web identity, by offering a way to drive traffic to their sites. Wolford said that, for the first time, sites will be guaranteed placement in the Inktomi search database.

Previously, new domain name registrants had only been able to submit their sites for consideration to various search engines.

Under the agreement, Herndon-based NSI customers would be able to list their Web sites in Inktomi`s search database. The jointly developed service will offer fast inclusion of a Web site in the Inktomi Web search database and re-indexing of the Web page every 48 hours.

The Inktomi search engine powers more than 125 of the world`s largest portals and destination sites, including AOL, iWon.com and MSN.

NSI and Foster City, Ca.-based Inktomi expect to launch the new service before the end of the quarter, at which time service details and pricing will be announced.

Inktomi (http://www.inktomi.com) develops and markets infrastructure software designed for ISPs, content delivery and hosting providers, Web portal and commerce sites, wireless operators and global enterprises. At 2:30 p.m., its shares were up $3.56, or 3.62 percent, to $101.87.

Network Solutions (http://www.networksolutions.com) is a wholly owned subsidiary of VeriSign, Inc. (http://www.verisign.com), an Internet trust services provider for e-commerce. VeriSign [NASDAQ:VRSN] and Network Solutions supply services throughout the e-commerce life cycle including domain name registration and infrastructure services, Web site security, payment processing and digital credentials. VeriSign`s shares were down $1.56 or 1.03 percent, to $149.69.

On Tuesday, Network Solutions launched dotcom.com (http://www.dotcom.com), a site with statistics and analysis about the domain name universe. The company says the service is designed to help companies discover and forecast their needs for e-enabling themselves and conducting business on the Internet.

The company also announced on Tuesday that it has added more than 1.5 million business listings to its dot com directory (http://www.dotcomdirectory.com), its online directory of businesses with Web sites. Users can search for businesses by type, city, domain name and company name at the site.

Reported by Washtech.com, http://http://www.washtech.com

14:56 CST

(20000802/WIRES ONLINE, PC, BUSINESS/)

[german]

Über die Gewinner größerer Bandbreiten Im Internet:

Personal Capital: Bandwidth bonanza!
By R. Scott Raynovich
Lightreading, August 03, 2000

To get this column sent to your inbox, subscribe to the email newsletter.

BURLINGAME, CALIFORNIA -- Let`s set aside for a moment all arguments about valuations, share prices, and IPOs, and think about what`s really going on in the technology markets these days.

It`s about bandwidth. Who enables it, who builds it, who buys it, who moves it, who sells it, and how everybody makes money in that chain of dollars. The single most important shift in the global economy over the last five years has come through the explosion of network-delivered data and the increased availability of bandwidth, and we`ve only just begun.

Do we all feel like we have enough bandwidth? No way. Our company, Light Reading, is working to set up an office in lower Manhattan. The irony couldn`t run any higher: A company charged with chronicling the fiber-optic revolution can`t even get Bell Atlantic (NYSE: VZ) (now Verizon) to install copper phone lines in under two months. A T-1 line? Hah! Sure, you can have one at Bell Atlantic`s mercy, and don`t bother inquiring about running voice over the data line. Fiber to the curb? Fugedaboutit!

BANDWIDTH MIRAGE
In other words, has anybody seen evidence that bandwidth, the fundamental enabling technology of the Internet age, has been overbuilt? I see none whatsoever. Without bandwidth, there is no multimedia content. All this nonsense about digital video and music data being delivered straight to the desktop over the Internet won`t happen for years -- once the bandwidth issues have been straightened out.

Carl Russo, group vice president of Cisco (Nasdaq: CSCO)`s optical networking group, spends his days thinking about this trend, and how to build a business case for creating bandwidth in a profitable way. "You can`t remove bottlenecks, you can only move them," said Mr. Russo in his speech here at the Opticon conference on Tuesday. Hence, moving bottlenecks is the growth business.

Imagine, if you will, the value in a new fiber-optic laser component that moves a half-dozen bottlenecks. Imagine an optical integrated circuit that switches light through gratings, rather than relying on electrical gates, removing the entire silicon chip industry as a bottleneck and moving it elsewhere. Imagine the company that figures out how to effectively package and manage the mixture of video, data, and voice traffic in your household and deliver it, interactively, anywhere in the world, without requiring you to talk to three technicians and a customer service representative, thus removing the bottleneck of the phone menu. You think we`re there? There are an infinite number of bottlenecks to move, right down the micro-properties of photons and electrical signals.

FINDING OPPORTUNITY
So who looks attractive and unattractive? First of all, the carnage in the legacy telecommunications networks has just begun. Companies such as AT&T (NYSE: T), who have seen their voice business erode faster than the offensive line of the San Francisco 49ers, must do one of two things: either go bankrupt, or use acquisitions to morph into data-centric business models. The next-generation carriers are interesting, but they are involved in a brutal price war, and they haven`t figured out how to make money yet. I`d hold off for now.

The equipment players are still a bright spot, regardless of valuations, because the carriers will continue to spend money on equipment to beat each other to death. In fact, the recent initial public offerings of Corvis (Nasdaq: CORV) and Avici Systems (Nasdaq: AVCI) have introduced enough confusion into the marketplace that strong next-generation networking leaders are being knocked down.

Keeping in mind Juniper Networks (Nasdaq: JNPR)`s recent blockbuster quarter and indications that it is chipping away at Cisco`s market share -- and not even threatened by Avici -- I would look at any weakness in Juniper shares as a buying opportunity. Everybody asks about Cisco -- It`s a great company, but how much growth can you get out of a company with the largest market cap in the world? Cisco needs to prove it can break into the old-line carrier marketplace first, where Nortel Networks (NYSE: NT) continues to beat up on Lucent Technologies (NYSE: LU).

JDS Uniphase (Nasdaq: JDSU) and SDL (Nasdaq: SDLI): Can you afford not to own these stocks? I really don`t think so. If you`re dabbling in components, take a look at Bookham Technology (Nasdaq: BKHM) (LSE: BHM), which seems to receive a UK discount.

CONSOLIDATION AHEAD
Caveat for Corvis: It`s a black box with no revenues. Wall Street snapped the IPO shares almost entirely based on CEO David Huber`s record at Ciena (Nasdaq: CIEN), despite the fact that sources from the road show said he refused to answer questions about the technology. How can you make a judgment about the technology when nobody can even tell you what it is? My prediction: this could be one of the scariest lockup expirations in recent memory, and we will have no idea how this company is doing until there are four quarters of revenue under its belt.

Redback Networks (Nasdaq: RBAK), one of this column`s long-time favorites, has fallen temporarily out of favor. I believe this weakness is linked to some personnel shifts occuring at the company the moment, including, but not limited to, the impending departure of marketing vice president Bijan Khosravi. The news is slowly leaking out, and people are asking questions. I`d stay away from Redback until these issues are resolved. I still believe in this company as a long-term player.

Software caching expert Akamai (Nasdaq: AKAM) has never been mentioned in this column because I always thought the valuation was ludicrous. Consider this: For the first time, the company dipped below the $10 billion market cap, and you can now have it for half the price it was selling for on the day of its IPO -- and at a quarter of the price it was selling for on January 1!

Akamai`s global network of servers will create value in the long run, regardless of how its software services business does. In fact, all of the caching players, which specialize in moving bottlenecks, look more attractive these days: Inktomi (Nasdaq: INKT), Network Appliance (Nasdaq: NTAP), and Cacheflow (Nasdaq: CFLO) as a group are going to build market capitalization in the long run, and I see consolidation ahead.

R. Scott Raynovich, former investment editor of Redherring.com, is executive editor of Light Reading, a global site for optical networking. He has covered technology markets for more than seven years.

Quelle: www.redherring.com

[german]

Hallo,

wer sich in mehreren Artikeln aus dem August-Heft der Internet World zur Caching-Technologie informieren will (zu AKAM, INKT, ISLD etc.), klicke auf

http://www.internetworldnews.com/

und dann, wenn die Webpage erscheint auf das Titelblatt des Heftes.

(war zu faul, die alle zu kopieren, sind aber recht informativ und brandaktuell sozusagen)

german

[german]

Hallo,

wer noch mal an einem Profil von INKT interessiert ist, kann sich hier informieren.

Diese Web-Page ist auch für andere US-Firmenprofile immer wieder ganz schön.

http://www.stockhomework.com/profiles/I/INKT_profile.html



german

[german]

Blodget von ML hat heute sein Strong Buy-Rating erneut bekräftigt und wiederholt.

Dem Kurs tut es ganz gut. Nur: hätten wir von Henry etwas anderes erwartet?

german

[german]

Die ausführlichere Meldung:


Merrill Lynch`s Blodget downgrades several Net stocks
By Jim Hu
Staff Writer, CNET News.com
August 7, 2000, 7:20 a.m. PT

Influential Merrill Lynch analyst Henry Blodget today downgraded an array of Net stocks in an effort to differentiate the stronger, long-term performers from the ones struggling to stay afloat.

Blodget`s downgrades included 24/7 Media, Barnesandnoble.com, Buy.com, DoubleClick, eBay, eToys, iVillage, Pets.com, Quokka Sports, Safeguard Scientifics and Webvan.

Many of these stocks have hit hard times since the market downturn earlier this year, and Blodget`s downgrades were issued to reflect the reality of how Internet stocks are performing, according to a statement issued today. For instance, last month, ad network DoubleClick`s stock took a 12 percent dip because of fears of revenue slowdown from less Internet ad spending.

In addition, online grocer Webvan last month disappointed Wall Street when it reported lower-than-expected earnings for the second quarter.

Blodget continues to be optimistic about America Online, FreeMarkets, Homestore.com, InfoSpace, Inktomi, MyPoints.com and Yahoo, which all have "buy-buy" ratings.

Blodget, a longtime Internet bull, noted in his report that the sector is going through a transition phase from "hypergrowth to long-term growth." Amid this transition, capital is drying up, Net stock picks are more centered around traditional factors such as valuation and analysis, and overall growth in the market is beginning to leave some companies behind.

Despite the downgrades, Blodget said that many of these companies may be near seasonal bottoms, presenting a good buying opportunity. He added that this setback is not a prediction of future weakness in the sector.

However, he warned that "sector volatility will continue."

german


 

[german]

Eprise, die auch eine Kooperation mit INKT haben, setzen das internationale Wachstum fort, insbesondere in Europa:

Eprise Continues Rapid International Growth With New Customers in Publishing, Healthcare, Financial Services, and Banking Industries
TUESDAY, AUGUST 08, 2000 12:50 PM
Quelle: BusinessWire




http://www.bigcharts.com/news/articles.asp?newsid=499600637&…

german

[german]

Für die Chart-isten:

http://www.boersenagent.de/w2/chartdetail.asp?id=11540

[german]

Wie gewonnen, so zerronnen. Von 116 wieder auf 105 $.
Der kleine CSCO-Push ist dann doch recht schnell verpufft an der Nasdaq.

Ich denke, die Auswirkungen der im letzten Vierteljahr getroffenen Allianzen und Kooperationen werden sich in den Umsätzen der nächsten Quartale langsam, aber sicher zeigen. Dabei handelt es sich um Nokia, KPNQwest, AT&T , oder Ultraseek (die Übernahme ist abgeschlossen), um nur einige zu nennen.

Und wenn dann noch die (Ex?)Freundin von Brewer 1 Million INKT-Aktien für 107.000.000 US$ verkauft, ist das derzeit kein so gutes Zeichen. Ist zwar ordnungsgemäß angekündigt worden, riecht aber immer etwas nach von Insiderinfos gespeisten Entscheidungen.

Zugegebenermaßen wäre mir das mit obiger Summe in Cash gleichgültig.
Wem nicht - da könnte man mehrere Portokassen mit sanieren.

Inktomi Affiliate Sardegna Readies 1 Million Shares For Sale (INKT)
(NewsTraders.com)--Inktomi Corp. (INKT) affiliate Lisa Sardegna filed to sell 1 million shares of the Internet software powerhouse, potentially setting herself up for gross proceeds in the amount of $107 million.
Sardegna, who is connected to Inktomi Chief Scientist Eric Brewer, indicated that she would sell the shares through Goldman Sachs, setting July 31 as a potential sale date, according to a Form 144 filing released Aug. 8.

Inktomi, based in Foster City, Calif., had about 111.1 million shares outstanding as of the filing date.

Of note, a Form 144 only shows a filer`s intent to sell the shares. Actual verification of the sales, if and when they occur, would be provided in a subsequent filing.

Recently, shares of Inktomi were down $2.38 at $111.75.

Copyright 2000 NewsTraders Inc. All Rights Reserved 13:06 Wednesday

german

[german]

Thursday August 10, 8:32 am Eastern Time

Press Release

Madge.web and Inktomi Form Strategic Alliance

Madge.web to Enhance Its Global Content Distribution Network with Inktomi Network Products Technology to Address Needs of Business-to-Business Marketplace

WEXHAM SPRINGS, United Kingdom & FOSTER CITY, Calif.--(BUSINESS WIRE)--Aug. 10, 2000--Madge.web(TM), a global provider of rich content applications and managed network services and a subsidiary of Madge Networks N.V. (NASDAQ NM:MADGF - news), and Inktomi Corp. (NASDAQ:INKT - news), developer of scalable Internet infrastructure software, today announced a strategic technology and marketing alliance to enhance Madge.web`s global private network with content distribution services for the business-to-business market.

Under the alliance agreement, Madge.web will use Inktomi® Network Products technology to upgrade its intelligent Overnet, a fully managed, facilities-based network designed for delivering high performance, reliable and secure operations. Inktomi`s network cache platform and content distribution technology will enable Madge.web to offer global content distribution services designed specifically for content-intensive industries such as financial services and media.

Inktomi has also committed to invest in Madge.web`s next round of financing, subject to certain conditions, which is currently expected to be completed by the end of the year. The two companies will also work together on future solutions and marketing programs to speed the deployment of effective business-to-business content distribution services.

Under its ``fast track`` deployment initiative, Madge.web plans to upgrade the core of its global network, which will support both push and pull models of content distribution based on Inktomi technology, by the first quarter of 2001. Madge.web will deploy Inktomi Traffic Server® network cache platform with Media-IXT and Inktomi Content Delivery Suite(TM) software across its Overnet, enabling the delivery of integrated services to facilitate and manage the full life cycle of rich content, including digital content creation, asset management and distribution.

``We are very pleased to be working closely with Inktomi, the leading provider of Internet infrastructure software, on the deployment of next generation business-to-business content distribution services,`` said Robert Madge, chief executive officer of Madge.web. ``While content distribution networks have focused on web site acceleration and basic business-to-consumer content delivery, we are focused on the integrated needs of businesses, particularly those for whom rich content is central to their activities. Inktomi`s leading network software platform delivers core technology to make this possible.``

Madge.web`s intelligent Overnet spans 55 cities in 33 countries, with data centers in 4 countries (and is expected to reach 7 countries by the end of the year) and 2,800 dedicated business connections. The network is optimized for business-to-business and premium-quality business-to-consumer traffic. It also features the Madge Broadcast Network (MBN)(TM), a high-quality pan-European Internet broadcast service deployed in alliance with RealNetworks® and interconnected with the Real Broadcast Network(TM) in the United States. The new content distribution functionality will be integrated with Madge.web`s existing MBN streaming media services.

``Inktomi`s alliance with Madge.web is based on our belief in their strategy and focus in providing global management of rich content,`` said David Peterschmidt, president and chief executive officer of Inktomi. ``Today`s announcement builds on Inktomi`s position as an essential technology provider for multiple types of content distribution networks. The integration of Inktomi Network Products technology within Madge.web`s Overnet will enable the scalable, efficient distribution of rich content and applications.``

Inktomi Network Products

Inktomi Network Products provide key infrastructure technology to optimize the delivery of content and applications for service provider, enterprise and wireless networks. The Network Products family consists of Inktomi Traffic Server, the leading network cache platform, Inktomi Content Delivery Suite, a robust solution for content distribution and management, and Traffic Server Media-IXT, the first streaming media cache enabling delivery of high-quality live and on-demand multimedia content. By embedding programmable intelligence into the network, Inktomi Network Products provide the infrastructure for ISPs, backbone companies, hosting providers, content delivery network providers and enterprises to deliver new services to end users.

About Inktomi

Based in Foster City, Calif., Inktomi develops and markets scalable infrastructure software designed for ISPs, content delivery and hosting providers, Web portal and commerce sites, wireless operators and global enterprises. Inktomi`s Portal Services include the search, directory, and commerce engine applications; Network Products include the Traffic Server network cache platform, Content Delivery Suite and associated value-added service applications. Inktomi`s customer and strategic partner base today includes such leading companies as America Online, British Telecommunications, CNET, Excite@Home, Intel, iWon.com, Merrill Lynch, Microsoft, RealNetworks, Sun Microsystems and Yahoo! The company has offices in North America, Asia and Europe. For more information, visit www.inktomi.com.

About Madge.web

Madge.web is a global provider of rich content applications and managed network services. These services are delivered via the company`s Overnet, by-passing the public Internet to more than 30 countries around the world. Rich content services from Madge.web - architected to handle on-line video, audio, images and interactive media -- include encoding services, virtual private networking, managed hosting, storage, streaming media distribution and marketing services, and will soon include workflow management. Further information about Madge.web can be accessed on the World Wide Web at www.madgeweb.com.

About Madge Networks N.V.

Madge Networks N.V. (NASDAQ NM:MADGF - news) is a global provider of advanced Internet-centric network services and products, and mission-critical enterprise solutions. The company operates through three primary subsidiaries: Madge.web, a global provider of rich content applications and managed network services; Madge.connect(TM), a global supplier of product solutions for mission-critical enterprise networks; and Red-M(TM), a developer of wireless Internet server products that provide Internet and Intranet access from a wide range of mobile devices in the workplace. The company`s main business centers are located in Wexham Springs, United Kingdom; New York City and Dallas, Texas. Information about Madge`s complete range of products and services can be accessed on the World Wide Web at www.madge.com.

Madge Networks N.V. Private Securities Litigation Reform Act Statement

Investors should take note that certain statements in this press release are forward-looking and may not give full weight to all of the potential risks (e.g., difficulty of providing complex IP-based services, the ability to guarantee delivery and performance, the ability to launch such new services and to launch in new countries within the time currently estimated and other risks related to the relatively new field of IP-based services). Forward-looking statements included in this press release include statements which refer to Madge.web using Inktomi Network Products technology to upgrade its intelligent Overnet, Inktomi`s network cache platform and content distribution technology enabling Madge.web to offer global content distribution services designed specifically for content-intensive industries such as financial services and media, Madge.web`s next round of financing currently expected to be completed by the end of the year, the two companies working together on joint marketing programs, Madge.web plans to upgrade the core of its global network by the first quarter of 2001, Madge.web deploying Inktomi Traffic Server network cache platform with Media-IXT and Inktomi Content Delivery Suite software across its Overnet, data centers expected to reach 7 countries by the end of the year, the new content distribution functionality being integrated with Madge.web`s existing MBN streaming media services, Madge.web`s Overnet enabling the scalable, efficient distribution of rich content and applications extending Inktomi`s strengths in providing Internet and managed network services to its business customers worldwide, and Madge.web`s rich content services to soon include workflow management and other statements which are not completely historical. Actual results, actions or events could differ materially. For more information on risks, please refer to Madge`s SEC filings.

Madge, Madge.web, Madge Broadcast Network, Madge.connect, the Madge logo, Red-M and the Red-M logo are trademarks, and in some jurisdictions may be registered trademarks, of Madge Networks or its affiliated companies. RealNetworks and Real Broadcast Network (RBN) are trademarks, and in some jurisdictions may be registered trademarks, of RealNetworks, Inc.

Copyright (C) 2000 INKTOMI CORPORATION. All Rights Reserved. Inktomi, Traffic Server, Content Delivery Suite and the tri-colored cube logo are all trademarks or registered trademarks of Inktomi Corporation in the United States and other countries. All other company and product names referenced herein are the trademarks or registered trademarks of their respective holders.
------------------------------------------------------------------------
Contact:

Inktomi Corporation
Jill Reed, [phone]
[e-mail]
www.inktomi.com
or
Stephanie Forrest (Inktomi Europe), [phone]
[e-mail]
or
Madge.web
Nicola Males, [phone]
[e-mail]
www.madgeweb.com

[german]

Gefunden im YAHOO-Board:

Interview mit Peterschmidt, der einen 67er Ferrari fährt (mmmh), als Wochenendlektüre ganz interesant.
   
interesting interview
by: imotkni (M/CA) 8/10/00 1:49 pm
Msg: 46286 of 46333
http://www.greenmagazine.com/2000/04/000410a.asp

[german]

GotSavings and Inktomi Sign Agreement to Deliver Real-time Manufacturer
Promotions

MOUNTAIN VIEW, Calif., Aug 14, 2000 (BUSINESS WIRE) --

Provides Internet Retailers With Promotional Programs That
Turn Online Shoppers Into Buyers

GotSavings, the premier provider of software and infrastructure solutions for
managing, distributing and redeeming manufacturer and retailer promotions, today
announced an agreement with Inktomi Corp. (Nasdaq:INKT), developer of scalable
Internet infrastructure software, to offer consumers online manufacturer rebates
and promotions through the Inktomi Commerce Engine. GotSavings` platform links
special manufacturer and retailer offers directly to products and enables them
to be easily fulfilled online. Consumers can now quickly take advantage of
current promotions available among the more than 6 million products within the
Inktomi Commerce Engine.

The GotSavings solution was designed to change promotions from a frustrating and
expensive offline experience to a streamlined online process that drives
consumer loyalty and incremental sales. Utilizing a highly targeted and cost
effective method for reaching online consumers, GotSavings matches special
offers with the online site`s available inventory and tags these products with a
special button so that the consumer is instantly informed when a special offer
is available. Manufacturers using GotSavings` service can greatly improve their
sales and achieve promotional objectives by tailoring promotions in real time
and targeting consumers who are actively shopping.

The Inktomi Commerce Engine provides scalable, turnkey commerce capabilities for
leading companies in a broad range of markets including portals, destination
sites, retailers, banks, credit card services, insurance providers,
telecommunications providers, Internet appliance providers and wireless portals.
Inktomi`s outsourced commerce infrastructure model delivers rapid time to
market, robust functionality and dramatically lower costs than in-house software
development.

"The powerful combination of Inktomi`s commerce infrastructure technology and
GotSavings` flexible solution for promotions will enable manufacturers and
online retailers to greatly improve their ability to achieve their promotional
objectives and attract shoppers at the right time and place," said Jeremy
Salesin, vice president of Business Development for GotSavings. "This agreement
will also provide consumers with substantial time- and cost-savings by
identifying promotions while they are comparing features and prices."

"GotSavings rebates and promotions, integrated within the Inktomi Commerce
Engine, provide consumers with a convenient and rewarding incentive for shopping
at the world`s leading online sites," said Kevin Brown, general manger, Inktomi
Commerce Division. "Inktomi`s relationship with GotSavings further expands our
leading commerce platform, and provides a clear win for our customers and their
end users."


About GotSavings

Based in Mountain View, Calif., GotSavings serves the $85 billion U.S.
promotions industry with innovative and cost-effective solutions for more
efficiently managing, distributing and redeeming manufacturer and retailer
promotions and rebates. The company distributes promotions through partnerships
with over 30 e-commerce sites and services, including Buy.com, CMPExpress.com,
and Hardwarestreet.com, and has listed over 1,200 rebate campaigns for over 80
brands. The company was founded in 1998 and is privately held. Please visit
www.gotsavings.com or call 650/210-0330 for more information.

Note to editors: All brands or trademarks are the property of their respective
owners.


CONTACT: Hubbard Communications for GotSavings
Vallee Hubbard Bubak, 831/440-0338
[e-mail]

URL: http://www.businesswire.com
Today`s News On The Net - Business Wire`s full file on the Internet
with Hyperlinks to your home page.

Copyright (C) 2000 Business Wire. All rights reserved.

[german]

 
Thomas Weisel Reiterates Strong Buy

"Inktomi (INKT) 106 +1 7/16: Thomas Weisel reiterates STRONG BUY rating; firm views recent weakness as a buying opportunity; cites strong demand for company`s network product suite and anticipates significant new content distribution customer announcements; additionally expect company to make acquisitions that will grow its base of software offerings; based on these catalysts there is potential upside to current estimates of $70.7 mln revs and $0.05 EPS for September"

[german]

Hallo, hier ein kleiner aktueller Überblick über wichtige statistische Daten von INKTOMI:


Ownership
· Insider: 24%
· Institutional: 46% (61% of float)
(520 institutions)

. Top Institutional Holders of INKT     Shares Value
Janus Capital Corporation     6,699,220 $700,490,541
FMR Corporation (Fidelity Management & Research Corp)   5,683,813 $594,316,539
Morgan Stanley Dean Witter & Company     3,533,051 $369,426,412
AIM Management Group Inc.     2,809,300 $293,748,836
Amerindo Investment Advisors Inc.     2,124,800 $222,175,462
Munder Capital Management, Inc.     1,654,800 $173,030,852
Intel Corporation     1,589,890 $166,243,668
Invesco Funds Group, Inc.     1,271,680 $132,970,676
Fund Asset Management Inc     1,217,967 $127,354,283
Lincoln Capital Management Co     1,202,700 $125,757,920

· Net Inst. Buying: 7.33M shares (+12.44%)
(prior quarter to latest quarter)

Price and Volume

52-Week Low
on 27-Oct-1999 $46.907
Recent Price $107.938
52-Week High
on 20-Mar-2000 $241.50 
Beta 2.57 
Daily Volume (3-month avg) 3.08M
Daily Volume (10-day avg) 2.56M

Stock Performance

52-Week Change +83.8%
52-Week Change
relative to S&P500 +64.1%

Share-Related Items

Market Capitalization $12.0B
Shares Outstanding 111.4M
Float 84.7M

Dividends & Splits

Annual Dividend none 
Last Split: 2 for 1 on 31-Dec-1999

REVENUE

Quarters 1997 1998 1999 2000
DEC 1,138 2,422 10,839 36,127
MAR 1,144 3,455 15,216 47,269
JUN 1,521 6,295 20,331 61,500
SEP 1,982 8,266 26,228
Totals 5,785 20,438 72,614 144,896
Note:  Units in Thousands of U.S. Dollars


Quelle: finance.yahoo.com

[german]

Hier ein Link, aus dem die größten Veränderungen in Zu-/Abgängen bei institutionellen Investoren hervorgehen:

http://yahoo.marketguide.com/mgi/HoldersReport.asp?rt=instit…

[german]

Dresdner Bank Selects Inktomi for Enterprise Network Infrastructure Technology;
Inktomi Network Products Enable Leading Global Bank to Deliver Streaming Media
Services to 30,000 Employees throughout Europe

FOSTER CITY, Calif., Aug 16, 2000 (BUSINESS WIRE) -- Inktomi Corp.
(Nasdaq:INKT), developer of scalable Internet infrastructure software, today
announced that Dresdner Bank, Germany`s third largest banking group and one of
the world`s largest banks, has integrated Inktomi(R) Network Products as core
infrastructure technology in its enterprise network. Deployment of Inktomi
Traffic Server E5000 and Traffic Server Media-IXT at Dresdner Bank`s
headquarters in Frankfurt provides streaming media services to its entire
European employee-base, enabling improved employee communication and overall
productivity while reducing Internet bandwidth requirements and optimizing
network performance.

Dresdner Global IT Services, the internal service bureau at Dresdner Bank
responsible for managing corporate networking and related IT service
requirements to support its Dresdner employees worldwide, chose Inktomi
technology for its extensible network cache platform and integrated streaming
media technology. Inktomi Traffic Server with Media-IXT provides a highly
scalable infrastructure that enables Dresdner to manage high-bandwidth, and
dynamic content distribution to tens of thousands of simultaneous users by
caching web-based content and streaming media at the edges of the network,
minimizing required bandwidth, and improving the quality and performance of
service to end users.

"We selected Inktomi Network Products as our core platform for delivering new,
business-efficient applications and rich multimedia content to Dresdner`s broad,
geographically dispersed workforce," said Rudolf Gesell, head of network
security at Dresdner Global IT Services. "Dresdner Global IT Services is
committed to delivering premier technology and network services to ensure the
success of our employees. The integration of Inktomi`s leading infrastructure
software within our network enables Dresdner employees to maximize their
productivity and efficiency."

"Today`s announcement underscores the value Inktomi Network Products deliver
behind the firewall for enterprises seeking flexibility, efficiency and scale in
their networks and measurable improvements in employee productivity through the
adoption of new services such as distance learning and Web conferencing," said
Sarah Law, managing director of Inktomi Europe. "The agreement with Dresdner
builds on our recent entry into the enterprise market place and validates our
role as a core infrastructure technology provider to large corporations."


About Inktomi Network Products

Inktomi Network Products provide key infrastructure technology to optimize the
delivery of content and applications in service provider and enterprise
networks. The Network Products family consists of Inktomi Traffic Server(R), the
leading network cache platform, Traffic Server Media-IXT, the first streaming
media cache enabling delivery of high-quality live and on-demand multimedia
content, and the Inktomi Content Delivery Suite(TM), a robust solution for
content distribution and management. By embedding programmable intelligence into
the network, Inktomi Network Products provide the infrastructure for ISPs,
backbone companies, hosting providers, and enterprises to deliver new services
to end users.

[german]

Hier ist INKTomi neben anderen invesstiert:


Vicinity`s Brandfinder Goes Wireless With OracleMobile--TM--; Information On Hundreds of Brands, Millions of Locations Now Available On Any Web-Enabled Device
Jump to first matched term

PALO ALTO, Calif.--(BUSINESS WIRE)--Aug. 16, 2000--Vicinity Corporation (Nasdaq:VCNT), a leading provider of Internet-based marketing infrastructure services, today announced that it has partnered with OracleMobile, a subsidiary of Oracle Corp. (NASDAQ:ORCL) focused on the wireless Internet industry.

The companies will provide access to Vicinity BrandFinder(SM) on any Web-enabled device, including Web-phones, pagers, Palms and other wireless personal digital assistants. Vicinity`s services are well suited for wireless devices as they show consumers who are out-and-about where to find their favorite brands, retailers and service providers nearest to them. With Vicinity BrandFinder, OracleMobile users on the go can receive wireless information on hundreds of retailers, restaurants, service providers and millions of locations in the United States.

OracleMobile users can easily select from a number of BrandFinder categories including "Hotels," "Clothing/Shoes," and "Auto." By selecting a category, the user is provided with a list of top brands from which to select. Users then have the option of searching for the closest location of a selected brand or looking for a provider in a selected category without specifying a particular brand. Once a desired location is found, users may obtain driving directions at the click of a button. In the future, Vicinity plans to include attribute information for various brick-and-mortar locations, such as identifying McDonald`s restaurants with children`s Playlands or indicating the last pick-up time at particular FedEx drop-off locations.

"OracleMobile delivers powerful mobile services and Vicinity is thrilled to be included in its wireless portal," said Emerick Woods, president and CEO of Vicinity Corporation. "We have had a long-standing relationship with Oracle, as its database software has provided a strong foundation on which to build Vicinity`s technology. Now with OracleMobile, we are able to extend that relationship to the growing realm of wireless."

"OracleMobile is pleased to provide the Vicinity BrandFinder service to our users. With the growing demand for practical and easy to use wireless applications, we feel that OracleMobile users will find the Vicinity BrandFinder service a useful on-the go tool," said Denise Lahey, CEO of OracleMobile. "The addition of wireless services like these will help evolve the wireless device into the remote control for your life."

OracleMobile`s free wireless portal uniquely combines the best of the Internet into a single powerful offering. In addition to Vicinity`s BrandFinder service, OracleMobile`s wireless services include stock quotes, flight information, shopping, short messaging, restaurant reviews and reservations, driving directions, auctions, city events and more. These services are designed for any or Web- or messaging-enabled device, including Web-phones, pagers, Palms and other wireless personal digital assistants or handhelds. Offering free wireless services for consumers and wireless site creation and hosting services for Internet companies and enterprises, OracleMobile is effectively mobilizing the Web.

About Vicinity`s Wireless Services

Vicinity is a leading provider of Internet-based marketing infrastructure services for approximately 350 corporate customers. It developed Vicinity BrandFinder for Web-enabled phones and devices, to distribute highly accurate, up-to-date information on hundreds of companies and millions of locations to mobile consumers. Vicinity BrandFinder is currently available on the following wireless Web services and applications: AT&T, Lycos Mobile, Nextel, OmniSky, Palm and Verizon. Vicinity has also signed partnership agreements with XYPoint and GTE TSI.

Vicinity`s location-based and local content services are ideal for wireless applications. In addition to BrandFinder, Vicinity has introduced a wireless version of Vicinity Business Finder(SM), its back-end solution for corporations to provide their customers with a highly accurate way to provide directions to a particular retail store, franchise or dealership.

About Vicinity Corp.

Vicinity Corporation is a leading provider of Internet-based marketing infrastructure services for brand-name Global 2000 companies and the No. 1 business-to-business site for June 2000 according to Media Metrix with more than 2 million site visits. The company`s clicks-and-mortar solutions, available in 14 countries and in 10 languages, enable its approximately 350 clients to direct consumers searching for a specific product or service to the nearest brick-and-mortar store that carries that product or service. Vicinity`s customers include FedEx, Ford, GM, Hilton Hotels Corporation, Marriott, McDonald`s, NEC, Pizza Hut, Starbucks, Starwood Hotels, Taco Bell, Toyota, Levi Strauss & Co. and UPS. Its suite of private-label and co-branded content and services -- available via the Internet, cellular phones, WAP phones, PDAs, wireless devices and landline telephones -- includes Vicinity Business Finder(SM), Telephone Business Finder(SM), Wireless Business Finder(SM), BrandFinder(SM), SiteMaker(SM), MailMaker(SM), GeoSearch(R), MapBlast!(R) Syndication Services and Business Directory.

Publicly traded on Nasdaq under the symbol VCNT, Vicinity`s investors include CMGI (Nasdaq:CMGI). Vicinity`s strategic alliances include Verizon, AT&T, Palm, OmniSky, OracleMobile, AltaVista, Lycos and Inktomi (NASDAQ:INKT), and it is a member of the Phone.com (NASDAQ:PHCM) Alliance Program. Vicinity was established in 1995, is headquartered in Palo Alto, Calif., and has offices in New Hampshire, France, Germany and the United Kingdom. Vicinity(R)is a registered trademark of Vicinity Corporation.

Trademarks

Oracle is a registered trademark and OracleMobile is a trademark or registered trademark of Oracle Corporation. Other names may be trademarks of their respective owners.

Vicinity(R) is a registered trademark of Vicinity Corporation.

This news release contains statements of a forward-looking nature relating to the future events or the future financial results of Vicinity Corporation. Investors are cautioned that such statements are only predictions and that actual events or results may differ materially. In evaluating such statements, investors should specifically consider the various factors that could cause actual events or results to differ materially from those indicated from forward-looking statements. Including the matters set forth in Vicinity Corporation`s reports and documents filed from time to time with the Securities and Exchange Commission.

[german]

Dresdner Bank Selects Inktomi for Enterprise Network Infrastructure Technology;
Inktomi Network Products Enable Leading Global Bank to Deliver Streaming Media
Services to 30,000 Employees throughout Europe

FOSTER CITY, Calif., Aug 16, 2000 (BUSINESS WIRE) -- Inktomi Corp.
(Nasdaq:INKT), developer of scalable Internet infrastructure software, today
announced that Dresdner Bank, Germany`s third largest banking group and one of
the world`s largest banks, has integrated Inktomi(R) Network Products as core
infrastructure technology in its enterprise network. Deployment of Inktomi
Traffic Server E5000 and Traffic Server Media-IXT at Dresdner Bank`s
headquarters in Frankfurt provides streaming media services to its entire
European employee-base, enabling improved employee communication and overall
productivity while reducing Internet bandwidth requirements and optimizing
network performance.

Dresdner Global IT Services, the internal service bureau at Dresdner Bank
responsible for managing corporate networking and related IT service
requirements to support its Dresdner employees worldwide, chose Inktomi
technology for its extensible network cache platform and integrated streaming
media technology. Inktomi Traffic Server with Media-IXT provides a highly
scalable infrastructure that enables Dresdner to manage high-bandwidth, and
dynamic content distribution to tens of thousands of simultaneous users by
caching web-based content and streaming media at the edges of the network,
minimizing required bandwidth, and improving the quality and performance of
service to end users.

"We selected Inktomi Network Products as our core platform for delivering new,
business-efficient applications and rich multimedia content to Dresdner`s broad,
geographically dispersed workforce," said Rudolf Gesell, head of network
security at Dresdner Global IT Services. "Dresdner Global IT Services is
committed to delivering premier technology and network services to ensure the
success of our employees. The integration of Inktomi`s leading infrastructure
software within our network enables Dresdner employees to maximize their
productivity and efficiency."

"Today`s announcement underscores the value Inktomi Network Products deliver
behind the firewall for enterprises seeking flexibility, efficiency and scale in
their networks and measurable improvements in employee productivity through the
adoption of new services such as distance learning and Web conferencing," said
Sarah Law, managing director of Inktomi Europe. "The agreement with Dresdner
builds on our recent entry into the enterprise market place and validates our
role as a core infrastructure technology provider to large corporations."


About Inktomi Network Products

Inktomi Network Products provide key infrastructure technology to optimize the
delivery of content and applications in service provider and enterprise
networks. The Network Products family consists of Inktomi Traffic Server(R), the
leading network cache platform, Traffic Server Media-IXT, the first streaming
media cache enabling delivery of high-quality live and on-demand multimedia
content, and the Inktomi Content Delivery Suite(TM), a robust solution for
content distribution and management. By embedding programmable intelligence into
the network, Inktomi Network Products provide the infrastructure for ISPs,
backbone companies, hosting providers, and enterprises to deliver new services
to end users.


About Inktomi

Based in Foster City, Calif., Inktomi develops and markets scalable
infrastructure software designed for ISPs, content delivery and hosting
providers, Web portal and commerce sites, wireless operators and global
enterprises. Inktomi`s business is divided into the Network Products area
comprised of the Traffic Server network cache platform, Content Delivery Suite
and associated value-added services; Portal Services consisting of the Search
and Commerce Engines; and the Wireless area. Inktomi`s customer and strategic
partner base today includes such leading companies as America Online, British
Telecommunications, Excite@Home, Intel, iWon.com, Merrill Lynch, Microsoft,
Nokia, RealNetworks, Sun Microsystems, and Yahoo! The company has offices in
North America, Asia and Europe. For more information visit www.inktomi.com.

Copyright(C) 2000 INKTOMI CORPORATION. All Rights Reserved. Inktomi, Traffic
Server, Content Delivery Suite and the tri-colored cube logo are all trademarks
or registered trademarks of Inktomi Corporation in the United States and other
countries. All other company and product names referenced herein are the
trademarks or registered trademarks of their respective holders

[german]

INKTomi ist hier neben anderen investiert:

           
August 16, 2000 08:17

Vicinity`s Brandfinder Goes Wireless With OracleMobile--TM--; Information On Hundreds of Brands, Millions of Locations Now Available On Any Web-Enabled Device
Jump to first matched term

PALO ALTO, Calif.--(BUSINESS WIRE)--Aug. 16, 2000--Vicinity Corporation (Nasdaq:VCNT), a leading provider of Internet-based marketing infrastructure services, today announced that it has partnered with OracleMobile, a subsidiary of Oracle Corp. (NASDAQ:ORCL) focused on the wireless Internet industry.

The companies will provide access to Vicinity BrandFinder(SM) on any Web-enabled device, including Web-phones, pagers, Palms and other wireless personal digital assistants. Vicinity`s services are well suited for wireless devices as they show consumers who are out-and-about where to find their favorite brands, retailers and service providers nearest to them. With Vicinity BrandFinder, OracleMobile users on the go can receive wireless information on hundreds of retailers, restaurants, service providers and millions of locations in the United States.

OracleMobile users can easily select from a number of BrandFinder categories including "Hotels," "Clothing/Shoes," and "Auto." By selecting a category, the user is provided with a list of top brands from which to select. Users then have the option of searching for the closest location of a selected brand or looking for a provider in a selected category without specifying a particular brand. Once a desired location is found, users may obtain driving directions at the click of a button. In the future, Vicinity plans to include attribute information for various brick-and-mortar locations, such as identifying McDonald`s restaurants with children`s Playlands or indicating the last pick-up time at particular FedEx drop-off locations.

"OracleMobile delivers powerful mobile services and Vicinity is thrilled to be included in its wireless portal," said Emerick Woods, president and CEO of Vicinity Corporation. "We have had a long-standing relationship with Oracle, as its database software has provided a strong foundation on which to build Vicinity`s technology. Now with OracleMobile, we are able to extend that relationship to the growing realm of wireless."

"OracleMobile is pleased to provide the Vicinity BrandFinder service to our users. With the growing demand for practical and easy to use wireless applications, we feel that OracleMobile users will find the Vicinity BrandFinder service a useful on-the go tool," said Denise Lahey, CEO of OracleMobile. "The addition of wireless services like these will help evolve the wireless device into the remote control for your life."

OracleMobile`s free wireless portal uniquely combines the best of the Internet into a single powerful offering. In addition to Vicinity`s BrandFinder service, OracleMobile`s wireless services include stock quotes, flight information, shopping, short messaging, restaurant reviews and reservations, driving directions, auctions, city events and more. These services are designed for any or Web- or messaging-enabled device, including Web-phones, pagers, Palms and other wireless personal digital assistants or handhelds. Offering free wireless services for consumers and wireless site creation and hosting services for Internet companies and enterprises, OracleMobile is effectively mobilizing the Web.

About Vicinity`s Wireless Services

Vicinity is a leading provider of Internet-based marketing infrastructure services for approximately 350 corporate customers. It developed Vicinity BrandFinder for Web-enabled phones and devices, to distribute highly accurate, up-to-date information on hundreds of companies and millions of locations to mobile consumers. Vicinity BrandFinder is currently available on the following wireless Web services and applications: AT&T, Lycos Mobile, Nextel, OmniSky, Palm and Verizon. Vicinity has also signed partnership agreements with XYPoint and GTE TSI.

Vicinity`s location-based and local content services are ideal for wireless applications. In addition to BrandFinder, Vicinity has introduced a wireless version of Vicinity Business Finder(SM), its back-end solution for corporations to provide their customers with a highly accurate way to provide directions to a particular retail store, franchise or dealership.

About Vicinity Corp.

Vicinity Corporation is a leading provider of Internet-based marketing infrastructure services for brand-name Global 2000 companies and the No. 1 business-to-business site for June 2000 according to Media Metrix with more than 2 million site visits. The company`s clicks-and-mortar solutions, available in 14 countries and in 10 languages, enable its approximately 350 clients to direct consumers searching for a specific product or service to the nearest brick-and-mortar store that carries that product or service. Vicinity`s customers include FedEx, Ford, GM, Hilton Hotels Corporation, Marriott, McDonald`s, NEC, Pizza Hut, Starbucks, Starwood Hotels, Taco Bell, Toyota, Levi Strauss & Co. and UPS. Its suite of private-label and co-branded content and services -- available via the Internet, cellular phones, WAP phones, PDAs, wireless devices and landline telephones -- includes Vicinity Business Finder(SM), Telephone Business Finder(SM), Wireless Business Finder(SM), BrandFinder(SM), SiteMaker(SM), MailMaker(SM), GeoSearch(R), MapBlast!(R) Syndication Services and Business Directory.

Publicly traded on Nasdaq under the symbol VCNT, Vicinity`s investors include CMGI (Nasdaq:CMGI). Vicinity`s strategic alliances include Verizon, AT&T, Palm, OmniSky, OracleMobile, AltaVista, Lycos and Inktomi (NASDAQ:INKT), and it is a member of the Phone.com (NASDAQ:PHCM) Alliance Program. Vicinity was established in 1995, is headquartered in Palo Alto, Calif., and has offices in New Hampshire, France, Germany and the United Kingdom. Vicinity(R)is a registered trademark of Vicinity Corporation.

Trademarks

Oracle is a registered trademark and OracleMobile is a trademark or registered trademark of Oracle Corporation. Other names may be trademarks of their respective owners.

Vicinity(R) is a registered trademark of Vicinity Corporation.

[german]

Sorry für Doppel-Posting! Wallstreet-Online hatte einen Aussetzer, von mir zu spät bemerkt.

german

[german]

Inktomi Expands Alliance with Vignette to Extend e-Commerce Infrastructure;Companies Develop End-to-End Commerce Architecture to Increase eBusiness Reachto Leading Portals
Thu Aug 17 09:17:00 EDT 2000



FOSTER CITY, Calif. and AUSTIN, Texas, Aug 17, 2000 (BUSINESS WIRE) -- Inktomi
Corp. (Nasdaq:INKT), developer of scalable Internet infrastructure software, and
Vignette Corp. (Nasdaq:VIGN), the leading supplier of e-business applications,
today announced an extension of their existing alliance to integrate the
Inktomi(R) Commerce Engine with the Vignette V/5 eBusiness Application
Platform(TM). The joint solution automates entry into Inktomi`s robust commerce
infrastructure platform enabling Vignette customers to instantly tap into
Inktomi`s leading portal network and leverage opportunities for incremental
online commerce sales.

"We are pleased to broaden our relationship with Inktomi through the integration
of its Commerce Engine with our eBusiness Applications Platform," said Bill
Daniel, senior vice president of products at Vignette. "Inktomi`s market-leading
Internet infrastructure is a critical part of many of our customers` e-business
applications today."

"The Inktomi-Vignette alliance represents the industry`s first integration of a
leading eBusiness applications platform directly with the Internet
infrastructure," said Kevin Brown, general manager, Inktomi Commerce Division.
"By providing an end-to-end architecture that links commerce applications
transparently to the major Internet portals and services, the alliance provides
leverage to a broad segment of online businesses."

Under the agreement, the companies will develop a Vignette Application
Foundation(TM) commerce module which will enable product data from Vignette
customers to become instantly compatible and available within the Inktomi
Commerce platform. These product offerings will be distributed to consumers
through Inktomi`s network of more than 40 leading Internet portal and
destination sites. The commerce module is expected to be available this Fall and
will be jointly distributed by Vignette and Inktomi to customers at no charge.

Extending the Alliance to Deliver New Services to Content Providers

Today`s agreement furthers the existing relationship between Inktomi and
Vignette. The companies recently announced the integration of the Vignette V/5
eBusiness Application Platform with the Inktomi Traffic Server(R) network cache
platform and Content Delivery Suite(TM) software, enabling content and commerce
providers to actively manage the distribution, delivery and management of their
dynamic Web content at the edge of the network.


Inktomi Commerce Engine

The Inktomi Commerce Engine provides scalable, turnkey commerce capabilities for
leading companies in a broad range of markets including portals, destination
sites, retailers, banks, credit card services, insurance providers,
telecommunications providers, Internet appliance providers and wireless portals.
Inktomi`s outsourced commerce infrastructure model delivers rapid time to
market, robust functionality and dramatically lower costs than in-house software
development.


Vignette V/5 eBusiness Application Platform

The Vignette V/5 eBusiness Application Platform provides a proven,
enterprise-ready foundation that powers many of the largest and most successful
e-business applications today. It provides a scalable, reliable and
high-performance platform for delivering content, profiling and managing
interactions across multiple communication channels such as the Web, pagers,
mobile phones and e-mail.


About Vignette Corporation

Vignette Corporation (Nasdaq:VIGN) is the leading supplier of e-business
applications. Vignette`s products enable businesses to create and extend
relationships with prospects and customers and ease high-volume transaction
exchanges with suppliers and partners, all of which enhances customer
satisfaction. Vignette powers more than 1,000 leading e-businesses.
Headquartered in Austin, Texas, Vignette has offices located throughout the
Americas, Europe, Asia and in Australia and can be found on the Web at
http://www.vignette.com.


About Inktomi

Based in Foster City, Calif., Inktomi develops and markets scalable
infrastructure software designed for ISPs, content delivery and hosting
providers, Web portal and commerce sites, wireless operators and global
enterprises. Inktomi`s business is divided into the Network Products area
comprised of the Traffic Server network cache platform, Content Delivery Suite
and associated value-added services; Portal Services consisting of the Search
and Commerce Engines; and the Wireless area. Inktomi`s customer and strategic
partner base today includes such leading companies as America Online, British
Telecommunications, Excite@Home, Intel, iWon.com, Merrill Lynch, Microsoft,
Nokia, RealNetworks, Sun Microsystems, and Yahoo! The company has offices in
North America, Asia and Europe. For more information visit www.inktomi.com.

[german]

Und in einheimischer Sprachfassung liest es sich verkürzt so:

Der B2B-Provider Vignette (Nasdaq: VIGN) erweitert seine Zusammenarbeiter mit
dem Internet-Softwarespezialisten Inktomi (Nasdaq: INKT). Dabei soll Inktomis Commerce
Engine zukünftig auf Vignettes V/5 eBusiness Application Plattform integriert
werden. Über finanzielle Details der erweiterten Vereinbarung wurde nichts
bekannt.



Ferner will Vignette ein Software-Entwicklungszentrum bis Oktober in Indien
eröffnen. So sollen auch drei weitere Verkaufsbüros in Indien
bis zum Jahresende entstehen. Vignette erwartet in der Region
Asien einen Umsatz im kommenden Jahr, der etwa 15
bis 20 Prozent zum Gesamtumsatz beiträgt.

Quelle: wallstreet-online news

[german]

Wie wir alle wissen, hat Bambi selbst eine kleine Position INKT:

CacheFlow warm and Inktomi cool
Caching wars have CacheFlow gunning for Inktomi
By Bambi Francisco, CBS.MarketWatch.com
Last Update: 2:02 PM ET Aug 17, 2000 NewsWatch
Latest headlinesSAN FRANCISCO (CBS.MW) -- Investors warming up to shares of CacheFlow Thursday were cooling on Inktomi after CacheFlow reported that its caching product is gaining traction.

Shares of CacheFlow (CFLO: news, msgs) rose 5 percent to 98. Inktomi`s long-high-flying stock (INKT: news, msgs) lost 3 percent to 103. The two stocks have diverged markedly in recent sessions (see chart at right).
Late Wednesday, CacheFlow reported fiscal-first-quarter results that beat analysts` expectations. The company said it generated revenue of $22.4 million, up 75 percent sequentially. It reported a loss of $4.7 million, or 14 cents per share, when excluding charges for stock compensation and goodwill amortization. The bottom-line loss was narrower than expected.
An aggressive challenge
"We`re moving aggressively to challenge Inktomi," said CacheFlow`s chief executive, Brian NeSmith, admitting that Inktomi was the market leader in the caching industry. A year ago, CacheFlow was behind Inktomi in offering a product that had the flexibility of software but the robustness of an operating system. "We`ve caught up," boasted NeSmith.
CacheFlow added 90 new customers in the quarter just reported. New-client wins included Lycos (LCOS: news, msgs), Verio (VRIO: news, msgs) and Merck. As NeSmith explained in an interview with CBS.MarketWatch.com, companies are demanding integrated solutions.
"Think of a toaster appliance in the kitchen," he said. It`s an easy, reliable product at a reasonable cost.
Inktomi just offers the caching software, and CacheFlow`s products are one-third to half the cost of Inktomi`s solution, NeSmith said. Reasonable prices, easy integration and comparable performance have enabled CacheFlow to shift into fifth gear and pass its rivals, according to NeSmith.
"We estimate that the caching market is growing about 30 to 40 percent sequentially, and we just grew our sales by north of 70 percent," he said.
NeSmith said he hopes CacheFlow`s integrated software and hardware caching product will follow the same success path as Cisco`s routers.
Sun Microsystems was the dominant supplier in routers until Cisco, with its focus on routers alone, supplanted Sun, he said.
Not the `80s anymore
To NeSmith`s point, in the 1980s the networks were built on black boxes, said Dick Pierce, executive vice president of strategy at Inktomi, in an interview with CBS MarketWatch.
"But the Internet needs an open software platform to allow for rapid deployment for new services and new applications that represent incremental revenue to every network carrier that deploys this."
Just look at the landscape. "We generated the most revenue by a factor of two," Pierce said. Inktomi has grown its quarterly caching revenue to $43 million, up 40-plus percent sequentially.  

[german]

Insiderverkäufe sind immer wieder ein schönes Thema für Spekulationen über ihre möglichen Gründe/Anlässe:
     
August 17, 2000 15:35

Inktomi CFO Kennelly, Director Vannelli Sold 54,500 Shares (INKT)
Jump to first matched term

(NewsTraders.com)-- Inktomi Corp. (INKT) Chief Financial Officer Jerry Kennelly and director Vince Vannelli sold 54,500 common shares of the Foster City, Calif., software company, according to filings released Aug. 15 after market close by the Securities and Exchange Commission.

Kennelly sold 22,500 shares between July 28 and July 31 at prices ranging from $105.46 to $106.19 a share for proceeds of about $2.1 million.

The Inktomi CFO and senior vice president said that after the sale he held 505,160 Inktomi shares.

Vannelli sold 32,000 shares on July 25 at prices ranging from $113.50 to $120.94 a share, which yielded proceeds of nearly $3.7 million.

Vannelli reported holding 334,684 shares at the end of July, the filing indicated.

In recent trading, shares of Inktomi fell $3.57, to $102.56.

Copyright 2000 NewsTraders Inc. All Rights Reserved 15:37 Thursday, August 17, 2000

[german]

Alle Insiderverkäufe:

E. Brewer im Mai über 3,5 Mill. Stck. beispielsweise.

http://biz.yahoo.com/t/i/inkt.html

german

[german]

Sorry, E.Brewer *nur* 3.440.374 am 5.Mai 00

5-May-00 BREWER, ERIC A
Director 3,440,347 INKT

[german]

Ich liebe SEC-Filings.

Auch dieser vom 14.08.00 faßt alles gut zusammen, insbesondere Geschäftsfelder und auch Risiken:

http://www.10kwizard.ragingbull.com/fil_submis.asp?iacc=1250…

german

[german]

Im Zuge der vierteljährlichen Veränderungen der diversen MSCI-Indizes ist INKT nun neben anderen aufgenommen in:

QUARTERLY STRUCTURAL CHANGES IN THE MSCI STANDARD INDICES
The quarterly structural changes for Small Cap and Extended Indices
appear in separate announcements.
The following changes will take place as of the close of August 31, 2000
STANDARD INDICES - AMERICAS
USA(Partial Revision)
Additions
AKAMAI TECHNOLOGIES
ARIBA
AT & T WIRELESS GROUP
BEA SYSTEMS
BROADCOM CORP A
BROADVISION
EXODUS COMMUNICATIONS
FOUNDRY NETWORKS
INFOSPACE
INKTOMI CORP
INTUIT
JDS UNIPHASE CORP
LEVEL 3 COMMUNICATIONS
METROMEDIA FIBER NETWORK
NEXTEL COMMUNICATIONS
PALM
PORTAL SOFTWARE
RATIONAL SOFTWARE CORP
SANMINA CORP
SAPIENT CORP
SIEBEL SYSTEMS
VERISIGN
VIGNETTE CORP
Deletions
AVNET
MSCI has reviewed the US Information Technology and
Telecommunication Services sectors.

[german]

Inktomi Wins Software Orders From Wireless Companies, COO Says
8/18/00 12:51:00 PM
Source: Bloomberg News

Foster City, California, Aug. 18 (Bloomberg) -- Inktomi Corp. has signed up several customers who have agreed to buy the software developer`s new products for speeding delivery of Internet content to wireless devices, a company executive said.

``We`ve got a hell of a lot of wins and they`re staggered in terms of announcement time,`` Inktomi Chief Operating Officer Richard Pierce said in an interview. Pierce declined to name the customers who have already purchased the products or the amounts of the orders. Spokesman Steven Diamond said Inktomi would be releasing some of that information over the next few months.

In May, Inktomi said it would work with Nokia Corp., one of the world`s biggest mobile-phone makers, to improve current systems for delivering Internet content to wireless devices such as mobile phones. Those two companies have yet to announce their first customer.

Investors have been waiting for such an announcement because Inktomi has yet to generate revenue from selling software for the wireless Internet market, which analysts forecast will explode in the next few years. The products will use Inktomi technology to help speed delivery of Internet content to wireless devices. Inktomi already sells such products for traditional Internet traffic and corporate Intranets.

``The wireless market is just a huge opportunity for Inktomi in that they haven`t competed in to date,`` said Alan Adler, an analyst with Friedman, Billings, Ramsey & Co. who has a ``buy`` recommendation on the company`s shares. ``Any news coming out of them in terms of signing up customers would definitely be positive for the company and bode well for the stock.``

For the nine months ended June 30, Inktomi reported $145 million in revenue, 66 percent of which came from its network products software that helps speed, monitor and analyze delivery of Internet content. The company is using similar technology in the wireless product it`s developing with Nokia.

``The theme is to basically go wherever there is traffic,`` said Jack Ripsteen, a Chase H&Q analyst with a ``buy`` recommendation on Inktomi.

Ripsteen said that any revenue from wireless products would boost Inktomi`s sales beyond what he`s forecasting for this year and next.

He expects Inktomi`s sales to almost double in the year ended September 2001 to $407.2 million from $216.4 million in the current fiscal year. Those estimates don`t include any revenue from the wireless business, Ripsteen said.

Shares in Foster City, California-based Inktomi rose 4 1/8 to 105 1/8 in late trading. Nokia`s American Depositary receipts rose 3/16 to 41 7/16.

[german]

Nur indirekt wird INKT erwähnt, doch lesenswert:


More content, more streaming
By Bambi Francisco, CBS.MarketWatch.com
Last Update: 12:03 AM ET Aug 22, 2000 NewsWatch
Latest headlines

SAN FRANCISCO (CBS.MW) - ZDTV just unveiled plans to expand its niche high-tech programming over the next six to 12 months.

If the nothing-but-technology network is ahead of the curve, this move speaks to how mainstream America is getting digitized. But it also portends the voluminous amount of content that will one day be streamed.

The question is how do you capitalize on that? By buying shares of content companies? Or enablers? Both sides are having problems convincing Wall Street that streaming content can be monetized, but I`ve also always liked the infrastructure players, so, I`d have to say that the best place to look is behind the content.

Content plays

Let me first say, however, that AOL`s (AOL: news, msgs) Steve Case has a point. He once said that those passing out the picks and shovels - the enablers - made money, but the few that found the most gold walked off with the biggest bucks.

Such is the theme MarketWatch`s admitted Kool-Aid drinker Thom Calandra (who may have been drinking with Case) espoused back in July, when he pointed out that content companies, especially those down-in-the-dumps, are poised to reap the rewards when the personal computer and TV converge during the ubiquitous broadband age.

True. For now, streaming media ads improve brand awareness by 27 percent vs. 12 percent for TV ads, according to research firm Millword Brown. You know that oh-my-goodness-I-can`t-believe-they`d-spend-that-amount $2 million price tag for a 30-second ad spot to grab those 125 million people viewing the Super Bowl? That`s chump change compared to what advertisers will pay for broadband content. So some believe.

Drink in moderation

In light of the fact that seemingly everyone and their broker (Merrill Lynch`s TechTalk hosted by Steve Milunovich, is Webcast every Monday) is putting content online and that ad dollars are stirred in the same bowl of soup as ad dollars for wireless, online, TV, etc., it`s unclear just how much incremental ad dollars one company can garner.

And generating enough ad dollars to cover online costs has yet to be realized for many content companies. That`s probably why some media executives aren`t exactly throwing huge resources at this new way of delivering audio and video content when the economics make absolutely no sense, well... at the moment, anyway.

"There`s a limit to what we can justify," said Larry Wangberg, CEO of ZDTV. "Relative to the usage, the advertising isn`t there."

Indeed, the cost to deliver streamed content is roughly 2 to 3 times higher than the revenue from advertising that can be generated, said Justin Post, an analyst at Deutsche Banc Alex. Brown.

That`s because there`s hardly that critical mass of streamed video, let alone critical mass in broadband access points.

According to DB Alex. Brown`s Post, the existing broadcast Internet infrastructure could only handle 200,000 to 300,000 video streams last year.

And as for how many people are accessing the Web via broadband, one study estimated that there were roughly 2 million residential broadband users as of last year. Goldman Sachs expects that there will be 5.5 million broadband households by the end of this year. That compares to the roughly 75-plus million or so households online, according to Media Metrix.

It`s the early innings, I admit. And going forward, opportunity abounds.

Rosy outlook

There are 40 million people per month viewing streaming media, according to Post, who tallied up the number of people using RealNetworks RealPlayer G2, Microsoft Media Player or Apple QuickTime media player, the gatekeepers of sorts to get to that rich content.

Goldman Sachs expects that there will be 25 million broadband households by 2003. Forrester predicts broadband user base growing from 3 million in 1999 to 27 million by 2003. Post estimates that there will be more broadband subscribers than narrowband by 2005.

And advertisers are beginning to test the waters. Have you taken a look at CBS.MarketWatch.com broadband clips lately? There`s that streamed Digital Island (ISLD: news, msgs) video commercial before every clip.

But those ad dollars are teeny compared to what`s being spent to build the infrastructure to support the number of streamed events.

AT&T is targeting a network that can handle 10 million narrowband streams in 2002. And Post estimates that by the end of 2002, the Internet infrastructure will support 30 million video streams.

That means more people downloading video players to watch these events, more caches to deliver those events, and protection services needed from digital rights management services companies.

Behind the content

RealNetworks, with a market valuation of $7 billion, isn`t cheap by any means. But it has the dominant market share in rich media viewers with 140 million people having downloaded its player.

Projected revenues of $256 million this year are expected to grow by 33 percent to $340 by 2001. And there are some loose estimates of $440 million in revenue to be generated by 2002, which is a 29 percent annual growth rate. That`s rapid growth.

But there are a few caveats. What if Microsoft were to give away the blades (the player) to sell the blades?

Also, part of RealNetwork`s growth is coming from advertising dollars. At the moment, 21 percent of the company`s sales are expected to come from advertising in 2001, up from 11 percent now. It`s difficult for me to like online-advertising supported endeavors, especially in light of the spring debacle, and that`s despite the rosy projections.

Additionally, one has to wonder what happens if content companies begin to turn off the infrastructure spending if streaming media doesn`t generate the ad dollars projected.

Crowded field

This could affect the sellers of that infrastructure, to some extent. But at the end of the day, that`s where I choose to look.

Services companies such as Akamai (AKAM: news, msgs), Digital Island (ISLD: news, msgs) and IBeam (IBEM: news, msgs) as well as product companies such as Inktomi (INKT: news, msgs) and CacheFlow (CFLO: news, msgs) are ones to take a look at.

Of course, some of these companies might still have some air in them. For instance, Akamai is trading at 50 times next year`s sales. And keep in mind that shares of Akamai may come under some pressure due to lock-up expirations, according to Rick Juarez, an analyst at Robertson Stephens, who pointed out that 58.18 million shares are to be released on September 13.

Then, there are also companies, such as Cisco Systems (CSCO: news, msgs) and Novell (NOVL: news, msgs), that are broader in scope but are pushing the envelope in caching and content acceleration.

Novell, which has Novell Content Exchange, says it can accelerate the delivery of Web sites by more than 10-fold in tests. And Cisco Systems bought SightSmith some time ago but is building up its Internet Broadcast Initiative, an initiative to drive the widespread deployment of TV broadcast quality over the Internet.

Don`t forget all the private companies that we never hear about. Reliacast is an 18-month-old Internet infrastructure software company that manages audience data for live, streamed events. It just announced that it`s testing out its products with Cisco.

Bottom line, streaming is happening. I know, because I do enough of these Webcasts. But the more events on the Web, the more infrastructure is needed. And that`s where I`ve always liked to look first.  
------------------------------------------------------------------------
Bambi Francisco is Internet editor of CBS.MarketWatch.com.

[german]

Quelle. Bloomberg.com

Inktomi to Let Customers Link Networks, People Say (Correct)
By Jim Finkle

Inktomi to Let Customers Link Networks, People Say (Correct)

(Replaces dropped word in final paragraph.)

Foster City, California, Aug. 22 (Bloomberg) -- Inktomi Corp., whose software speeds the flow of Internet content, will start letting customers deliver information across each other`s private distribution networks, people familiar with the development said.

Inktomi officials declined to comment. The company`s Traffic Server software is used to speed and monitor content flow across 12 of the world`s 13 major Internet distribution networks.

The company plans to issue a statement early tomorrow on a ``strategic industry alliance,`` said Inktomi spokeswoman Julie Keslik. Inktomi executives will brief the financial community on the details of that alliance before trading opens on U.S. stock markets, she said, declining to elaborate.

The development would extend the reach of each of the 12 private networks that use Inktomi software to help deliver Internet content, boosting the quality of Web sites that they support.

Inktomi`s customers, including Exodus Communications Inc., Digital Island Inc. and closely held Adero Inc., have agreed on terms for compensating each other as they swap and distribute content from other networks, said people familiar with tomorrow`s announcement.

Battle With Akamai

Inktomi is in a heated battle with rival Akamai Technologies Inc., which controls about 70 percent of the $100 million-a-year market for distribution of Internet content, said Peter Christy, an Internet industry analyst with Jupiter Communications. That market is expected to mushroom in the next few years as Web traffic soars.

The software`s new function could give Inktomi customers like Exodus an edge in winning business from companies that are looking for help in powering Web sites and distributing content, said Thomas Weisel Partners analyst Katherine Egbert.

``This makes Inktomi-enabled content distribution a worldwide thing,`` she said. ``From a customer standpoint this makes it a more viable option.``

The announcement is a sign that Inktomi is still a leader in developing technology to improve distribution, Christy said.

``Inktomi really lost leadership after Akamai came along,`` Christy said. ``This is Inktomi now again reestablishing that they have a vision as to how content delivery works, that they have a game plan and are worth listening to.``

The shares of Foster City, California-based Inktomi rose 1 3/8 to 111 5/8. The stock has almost doubled in the past year.

[german]

America Online, Inktomi, Adero Form Internet Content Alliance
By Anthony Massucci


Dulles, Virginia, Aug. 23 (Bloomberg) -- America Online Inc., Inktomi Corp. and closely held Adero Inc. said they formed an alliance to help Internet users get information faster.

The companies said they created Content Bridge to link online content providers with their customers more quickly and with fewer disruptions. America Online also said it bought a minority stake in Boston-based Adero, a network-services provider. Terms of the agreements weren`t disclosed.

The collaboration lets Web-content providers feed updated information to Internet service providers while maintaining control of their own sites. Inktomi will deliver the content, Adero will update it and oversee transactions, and America Online will provide the network.

The service is expected to begin later this year, with Digital Island Inc., Exodus Communications Inc., Genuity Inc., Xcelera.com Inc.`s Mirror Image Internet unit, Madge Networks NV`s Madge.web and NetRail Inc. participating.

Shares of Foster City, California-based Inktomi, a developer of Web search engines and software to speed delivery of Internet content, rose 3 to 114 5/8 in early trading. Dulles, Virginia- based America Online, the world`s No. 1 Internet service provider, fell 9/16 to 57 3/16.

Quelle: bloomberg.com

[german]

Inktomi Teleconference About `Content Bridge` Alliance


Foster City, California, Aug. 22, 2000 (Bloomberg) -- Inktomi Corp.`s David Peterschmidt, Exodus Communications Inc.`s Ellen Hancock, Digital Island Inc.`s Ruann Ernst and Genuity Inc.`s Paul Gudonis speak on a teleconference about the formation of "Content Bridge," an alliance to provide Internet users with the most up-to-date information from content providers.

02:13 Inktomi`s Vishal Makhijani introduces today`s speakers. 06:40 Peterschmidt: formation and significance of Content Bridge 01:11 Hancock: Exodus` role in Content Bridge; opportunities 02:29 Ernst: benefits for market, customers and Digital Island 01:55 Gudonis: hosting of AOL`s network; broadband opportunities 02:52 Questions: Peterschmidt on benefits for customers; pricing 07:47 Participants: economics and strategic benefits of alliance 04:07 Participants: technology behind Content Bridge; benefits 01:59 Participants: AOL`s usage of Content Bridge; Adero`s role 05:08 Participants: technology backbone; allocation of resources 06:29 Participants: economics and content distribution 04:04 Participants: implications for Akamai; advanced services 03:39 Participants: outlook for further partnerships

Quelle: bloomberg.com

[german]

Leicht andere Version:

Wednesday August 23, 12:06 pm Eastern Time

Internet player ally to build bridge to viewers

FOSTER CITY, Calif., Aug 23 (Reuters) - Some of the leading content and service providers and infrastructure players on the Internet said Wednesday they have formed a group to improve content deliveryon the communications highway.

The group, called Content Bridge, said it would create a system in which content would be delivered quickly to the Internet and would be fresh.

``The Internet hasn`t been running the way it should,`` said Jonathan Crane, chief executive of content distributor Adero Inc., one of the members of the organisation. ``Basically, it connects the content provider to the content consumer.``

The Content Bridge would seek to link all the players that hand off content as it goes over the Internet -- the content provider, the Web hoster, a company maintaining the backbone of the Internet and an Internet service provider.

In addition to privately held Adero, the initial participants included America Online Inc. (NYSE:AOL - news), Digital Island Inc.(NasdaqNM:ISLD - news), Exodus Communications Inc. (NasdaqNM:EXDS - news), Genuity Inc. (NasdaqNM:GENU - news), Inktomi Corp. (NasdaqNM:INKT - news), Madge.web, Mirror Image Internet Inc. and NetRail Inc.

By cooperating, the companies hoped to form a type of overlay to the Internet, where fresh, updated Web pages would be placed closer to the user, the kind of system which providers such as Akamai Technologies Inc. (NasdaqNM:AKAM - news) already supply.

``From the user`s prospective it will make a difference in improved perfomance,`` Crane said, adding that cooperation would lead to Web content that was more likely to be customised for the viewer. ``It`s going to be what you want to see how do you want it.``

Crane said the group`s efforts would first concentrate on Web pages and then ultimately move into the areas of video and electronic commerce.

yahoo.com

[german]

Wie erinnern uns - Allianz mit INKT:

           
August 23, 2000 16:47

Vicinity Corporation Announces Fourth Quarter Results; Revenues Increase 140 Percent; Adds 7-Eleven, Best Western and Red Lobster as Customers

Der ganze Artikel:

http://www.newsalert.com/bin/story?StoryId=CoAnmqbKbyta0nJG&…

BusinessWire

[german]

Nicht ungeschickt, dass Peterschmidt die Benutzer in den Vordergrund der Bemühungen stellt, als er in einem Radiointerview gestern zur Content Bridge befragt wurde:

Inktomi`s Chief Executive on New Content Alliance: Comment
By Todd J. Shriber


Foster City, California, Aug. 23 (Bloomberg) -- The following are comments made on financial news network CNBC by David Peterschmidt, chief executive and president of Inktomi Corp., an Internet software maker, about the company`s content alliance with American Online Inc. and Exodus Communications Inc.

``It says a lot of powerful networks are going to get together and let their content flow more freely from network to network. It gives the user a richer content experience. For the content originator, they`ll get a broader reach of content and be able to view information to see how often their content is being viewed.``

``The industry is saying it`s standardizing Inktomi`s architecture, this is what enables the networks to communicate with each other. I think it demonstrates our leadership and innovation in bringing all the parties together. It says the Internet is growing so fast that no one player can do it themselves, it`s going to take the collective efforts of all the major players.```

``The alliance is not about revenue for us. It`s about helping the people that have deployed our architecture and enhancing the Internet.``

(CNBC 8/23)

[german]

individualinvestor.com
Internet: The Best Net Stocks? Yes. Really!


Research Analyst: Bob Hirschfeld (08/24/00)

O.K. It`s been almost five months since the New Economy crashed into a brick wall, and maybe by now, your ears have stopped ringing.

If so, maybe you`re ready to listen to one man`s picks of ``100 Best Internet Stocks to Own.`` Such is the title of Greg Kyle`s book. Kyle runs the independent investment research firm, Pegasus Research, and earlier this week he made a presentation before the New York Society of Security Analysts where he identified a few of his favorite Net stocks.

So which stocks does he like?

All right, we`ll tell you. Kyle gave a thumbs up to Amazon.com (NASDAQ: AMZN - news), citing the company`s recent deal with Toys R Us (NYSE: TOY - news), in which Amazon will handles the Web infrastructure and Toys R Us takes care of inventory. ``Each company doing what it does best,`` Kyle said.

Now, our readers might protest, ``That`s too easy. Anyone who likes the Web is going to like Amazon. Tell us something we don`t already know.``

Granted, being bullish on Amazon may be a little too obvious for anyone who`s a Net stalwart, but Kyle`s rationale is worth following here.

Then again, a Net bear might argue, ``That`s dumb. Everybody knows that Amazon is burning cash by the truckload.``

Kyle acknowledged as much. By his research, 78% of all dot coms, mostly e-tailers, operated at a loss as of the end of June. Still, he likes Amazon.com largely because of the company`s extremely high customer loyalty, which registers a customer repeat rate of 70%, as opposed to the 66% garnered by its closest competitor. Eventually, that sort of metric will help lift the company`s bottom line into positive territory.

More important, Kyle is generally positive on the Internet sector`s fundamentals. He said, ``Even Alan Greenspan, that prophet of conservatism, noted that some e-companies might justify higher prices.``

Among the key strengths of the Internet sector Kyle noted is the 40% of US households that are now online. In addition, the volume of e-mail is now 10 times greater than that of old-fashioned ``snail-mail.``

Finally, and hold on to your hats for this one, the e-commerce market is $170 billion now, but it`s forecasted to balloon to an astounding $1.3 trillion by 2003.

The critical point now: the dollar value of Internet commerce will more than double this year. So, despite the blow-up in Net stocks during the second quarter, all hope is not lost to ye who invest here.

Also, keep in mind that the Web is truly worldwide. In fact, the number of consumers and businesses adding Internet connections is growing more rapidly in both Europe and Asia than it is in the U.S. From 1999 through 2003, European Net access is projected to sport a compound annual growth rate of 26%. In Asia, the growth rate is 32% for the same period. Meanwhile, the CAGR in the U.S. is projected at 17%.

And then there`s the wireless revolution: Even though 75 million computers are now connected to the Internet, Kyle predicted that the number of wireless hookups would equal computer-based hookups by the year 2003.

So, now we`ve covered all the bases for why our man Kyle likes the Net. What does that mean for stock picks.

One company clearly on-trend in the wireless arena is Oracle (NASDAQ: ORCL - news), which has made a strong commitment to wireless data access.

In the e-security sector, Kyle mentioned Checkpoint (NYSE: CKP - news) as his favorite issue, and, in the Web hosting space, the analyst said he liked Exodus Communications (NASDAQ: EXDS - news). Verio (NASDAQ: VRIO - news) is another solid company that operates Web sites for businesses.

On Wednesday, President Clinton said he would not block Nippon Telephone and Telegraph Corp.`s pending $60-per-share acquisition of Verio. On Wednesday, the stock gained $0.41 to $59.88.

In the content delivery space, Kyle gave the nod to Akamai (NASDAQ: AKAM - news) and Inktomi (NASDAQ: INKT - news).

Asked for stock recommendations that would offer some protection against the horrendous volatility that beset Internet stocks these past four months, Kyle offered two companies with great market shares, huge floats, and nine straight quarters in a row of profits: Internet service provider America Online (NYSE: AOL - news) and the leading Web portal Yahoo! (NASDAQ: YHOO - news) .

Bottom Line:

The Internet market is already huge, and no matter how you slice it, it`s going to get a lot bigger. There will be plenty of opportunities for investors, and despite the lessons of April`s market blow-up, the Net sector is worth the risk.

For more in-house professional stock analysis and commentary, visit us at Individual Investor Online.

[german]

Still ticking after the Fed
By Bambi Francisco, CBS.MarketWatch.com
Last Update: 5:11 PM ET Aug 23, 2000 NewsWatch
Latest headlines

NEW YORK (CBS.MW) - Internet stocks extended their gains Wednesday, even as the market entered a quiet period of sorts after the highly anticipated Fed decision to leave interest rates alone came and went.

"We`re in a quiet period right now, the Fed`s meeting was met with a yawn because the market discounted this move," said Greg Kyle, president of Manhattan-based Pegasus Research.

The Goldman Sachs Internet Index, which slipped early in the session, rose 3.3 percent, extending a 0.3 percent gain made on Tuesday, the day the Fed policymakers decided to keep interest rates steady. The Net barometer will have risen 8 out of the past 9 trading sessions.

Bridge builders

Inktomi (INKT: news, msgs) jumped 8 percent to 120 3/4. The Internet software infrastructure firm has engineered a content-peering alliance of technology and network service providers to form "Content Bridge," designed to be the platform of choice for content delivery.

The alliance includes privately held Adero, a provider of network services and an Inktomi client, Exodus (EXDS: news, msgs), a leading Web hosting and managed service provider, and Digital Island (ISLD: news, msgs), a service provider of content delivery services. America Online, an Inktomi client, will be the first content creator to use the content bridge. Other partners include Genuity (GENU: news, msgs), Madge.web and Mirror Image Internet (XLA: news, msgs).

While the alliance cements commitments on all parts, with the linkage of the network and shared revenue beginning in September, a measurement for success is how many customers sign onto this exchange. "This links the networks but it doesn`t change the ability to offer a better service to the content customers," said Mark Langner, a senior analyst at Epoch Partners.

And the ability for this exchange to interoperate to thereby win clients will hinge on how quickly Adero is able to roll out its networks, Langner added.

Adero, as the toll keeper, is the brains behind this operation as its part is to bridge the networks together and keep track of where the traffic flows and who gets paid a tariff for delivering the content. That tariff has not yet been structured or announced.

Adero`s function mirrors the functionality that Akamai`s proprietary technology provides its customers. And noticeably out of the network alliance was Akamai (AKAM: news, msgs). Shares of Akamai fell 2 5/16 to 69 5/16, partly on the news. See commentary.

But investors applauded Inktomi for bringing together the partners into a global exchange.

They believe that the exchange will be strong enough to win new content-supplying customers and consequently allow more content to flow through the networks. The more content that goes through the network, the more Inktomi caching software to be sold and the more valuable the platform is for the next incremental network partner.

Any potential partner, such as ISPs or telecom companies, that want to partake in the exchange would have to buy Inktomi`s content distribution software and network cache.

But there are skeptics who don`t believe Inktomi`s products will be selling like hotcakes as a result of the exchange.

"The content provider is the purchaser of CDN services and this network will just be delivering Web pages, whereas Akamai has been doing that for two years and has moved onto streaming and some e-commerce," said Langner.

"This alliance is espousing that they have a broader footprint that gets them to the edges of the network," Langner pointed out. "But Akamai is already pretty darn close to the edges of the network. I`m not sure if this creates an incremental advantage for a CDN customer."

Even Inktomi CEO David Peterschmidt is hesitant to shed light on how much caching software the company would sell due to this deal.

Despite that, "this may be a way for Inktomi to capture the recurring revenue stream associated with content delivery services," Langner said. At the very least, through the Inktomi`s stake in Adero, the company can capture some value.

[german]

Auch potentielle Konkurrenten schlafen nicht:

 
August 24, 2000
 

Lab Rat: Novell sees promise in the proxy
By Phil Harvey
Redherring.com, August 24, 2000

To get this column sent to your inbox, subscribe to the email newsletter.

Novell (Nasdaq: NOVL)`s claim to fame has long been its Netware software, which connects people in local-area networks with printers, file servers, and other hardware. In recent years, though, the company`s strategic direction has changed to focus on providing services for publishers and consumers on the Internet -- the great network of networks.

The change hasn`t been an easy one, and Novell might need to toil in obscurity for a little bit longer if it means coming out with life-changing technology down the road. But during a recent visit to the firm`s software-testing labs and advanced development group offices in Utah, it`s clear that Novell still wants to have its cake and eat it, too.

More than one executive during my visit made reference to the fact that Novell didn`t do as well in marketing as it did in writing code. Another senior executive blamed the media for not being critical enough of Novell`s competitors. Salient points, perhaps, but not exactly pertinent to discussions of Novell`s own technologies.

By visiting Novell and speaking with its executives, it becomes apparent just how badly this company wants a hit, which is the reason I bring these points up. Despite the fact that its best technology is buried in the bowels of the Internet`s infrastructure, Novell`s folks ache to be as familiar to the man on the street as "PalmPilot."

I wish they`d snap out of it. Novell might never be a household name, but there`s nothing wrong with that, as long as network administrators and IT executives (who, after all, write the biggest checks) know Novell. Based on what I saw, the firm has a group of technologies of which they should be proud, even if the products never go on to become icons like the iMac.

PROXY VOTE
One thing Novell aims to do in the next year or so is make the proxy -- a software agent that acts on behalf of the user -- the place where services are delivered to end users all across a network.

These days, you can have a great Net experience by either going through portals that let you customize content, or by downloading browser plug-ins that provide additional content choices or merchandise discounts based on what site you`re visiting online.

Drew Major, Novell`s chief scientist, says that the network itself, rather than client software, should provide a customized experience to the user no matter what machine they log in from, no matter where they are.

To accomplish this task, Novell has developed a way to make sure that once a user is identified to a network`s proxy server, it applies that user`s likes and dislikes to each Web site viewed, as the page is being served.

To illustrate, imagine if an airline wanted to extend frequent-flier benefits to its members across any site they visit on the Net. Rather than asking each of its business partners to change their sites to accommodate the airline`s code, the network`s proxy could manage whether each frequent-flier member wanted to opt in on the promotion and how each deal was presented to them, regardless of which Web site the user visited.

If a member did opt in and, say, visited a car-rental site, the car choices and prices presented could be customized to the end user`s preferences, which would include the airline affiliation. And it wouldn`t matter what kind of computer or device the member used to access the site -- the results returned would be the same.

OPEN TO ALL
Although Inktomi (Nasdaq: INKT) and Akamai (Nasdaq: AKAM) do similar value-add proxy tricks today using proprietary code, Novell hopes to make its solution a completely open specification, Mr. Major says. It will be a year before this technology makes its way into the network, but when it does, Novell plans to give it away.

How does an open technology such as the one described benefit Novell? "This technology will drive the development on proxy as a platform, and because we make the best proxy (server), we`ll make the most money," Mr. Major says.

He adds that Novell`s Internet Caching System (ICS) product, used to speed up the delivery of Internet content, also has the headroom to provide the kind of network intelligence that could deliver customized content to users, no matter where they are on a network.

"The guys who are making tons of money right now are the search engines, because they offer customized services for the Web," Mr. Major continues. "That`s the killer app for the Web server model today, but this new proxy infrastructure opens up the next generation of killer apps."

Of course, we have a long way to go before networks are so smart they`re sensitive to our needs regardless of our location or access device. Indeed, this stuff is promising, but it will be a while before Novell is ready for its close-up.

Discuss today`s Lab Rat column in the Lab Rat column discussion, or check out forums, video, and events at the Discussions home page.

german

[german]

JOE KNOWS
The Return Of Two Old Friends


By Joseph DuarteThur Aug24, 2000 8:16AM EDST

We like this market. The Nasdaq Composite (COMP) has risen above 4000. The S&P 500 (SPIC) is above 1500. And the Dow Industrials (DJII) are gathering strength to tackle the new resistance area of 11,200. Technology is back, as the Philadelphia Semiconductor Index (SOX) is above 1100. Financials are consolidating recent gains, but General Electric (NYSE: GE), which we own, is near a breakout. This market bellwether is reinforcing our bullish stance for the intermediate term

With the Federal Reserve out of the picture for some time, and earnings season not due to heat up for a while, investors suddenly find themselves with nothing to do but look for stocks with good stories, fundamentals, sound management and strong technicals. Yes, we know, we sound old-fashioned, and out of sync with the rumor-of-the-day and international intrigue crowd. But, the fact is, this is suddenly becoming a time to do some real homework.

Sure, the election is starting to heat up. But, if Bush gets elected, the Fed will have to ease, since big business will start laying off employees in order to maximize the bottom line, and the economy will slow. And if Gore gets elected, the Fed will have to ease, since the deficit will balloon as all the social programs appear, and as the Great Society is reborn. The economy will slow, since big business won`t be able to afford the cost of doing business. "Big Government" will expand once again, and the cost of doing business will increase new managed care, new managed business, and new managed potty breaks come into play. Yes, an exciting time awaits us all.

And while we are proposing the above (mostly tongue in cheek), no matter what, with a new President, full of vinegar, the chances of widespread market turmoil increase as the new administration begins to implement its agenda. And the Fed won`t have much choice if the new administration is particularly aggressive, but to paper the whole thing over, as it tries to keep those of us who work for a living from going bankrupt along with the spendthrift new government.

But while we wait for the excitement of a new President, we can rejoice in this welcome 7th inning stretch, where good analysis will reward stock pickers.

Where the Action Is

The Amex Interactive Internet Index (IIX) has risen above its 200-day moving average, a rare occurrence in the last six months. The strength behind the rally is in early concept stocks that were lumped into the dot-com mania. Among the back-from-the-dead is one of our old favorites, Inktomi (Nasdaq: INKT).

Inktomi`s story hasn`t really changed. But Wall Street`s perception may have. The old story is that the company makes software which powers search engines. And although the concept is antiquated in some circles, we challenge anyone to surf the `Net without visiting their engine of choice.

But what Wall Street has been ignoring is the Traffic Server application. This network application, in concert with the company`s Content Delivery Suite, allows content to be stored at multiple locations. The net effect is that information is more readily available and reaches the client faster. This then takes Inktomi into the realm of B2B and e-commerce, instead of just search engines.

Most recently, the company has formed an alliance with America Online (NYSE: AOL), Exodus Communications (Nasdaq: EXDS), and Digital Island (Nasdaq: ISLD) called Content Bridge. This cooperative effort is geared to maximize the capability of the Content Delivery Suite, and it makes perfect sense. Exodus hosts a significant number of content-hosting servers, and Digital Island manages networks, providing significant components of the bridge.

Technically, Inktomi rose above its 50- and 200-day moving average on heavy volume. Money flow, and on-balance volume are positive, suggesting accumulation. MACD is still below the zero line, but is near confirming the bull move, as it has almost crossed over. There is resistance at the 130 to 140 area, which could hold the stock back in the short term. But from our vantage point, it looks as if two old friends are back -- the Internet sector, and Inktomi.
------------------------------------------------------------------------

Joe Duarte is president of Dallas-based River Willow Capital Mangement and maintains the Wall Street Detective website.

Quelle:financialweb.com

[german]

Analystenempfehlungen von heute:

Merril Lynch:

INKT. Reiterated 1-1. Creation of Content Bridge announced yesterday.

Goldman Sachs:


INKT - Reiterated Recommended List - Company formally launched its content peering initiatives with several strategic partners yesterday

german

[german]

Reichen wir noch eine Analystenschätzung nach:

Inktomi Corp. Reiterated `Buy` at Friedman, Billings
By Michael O. Donohue

Princeton, New Jersey, Aug. 24 (Bloomberg Data) -- Inktomi Corp. (INKT US) was reiterated ``buy`` by analysts David M. Hilal and Alan Adler at Friedman, Billings, Ramsey & Co.

[german]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[german]

!

Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an [e-mail]

[german]

Noch ein Nachtrag über die *Content Brigde* in den Auswirkungen für INKT und AKAM:


Keeping up with the Joneses
Does team Content Bridge leave Akamai benched?
By Bambi Francisco, CBS.MarketWatch.com
Last Update: 4:01 PM ET Aug 23, 2000 NewsWatch

SAN FRANCISCO (CBS.MW) -- The Joneses have teamed up, and observers are wondering whether Akamai can keep pace.

A new content-peering alliance formed with Inktomi in the operational seat has brought together an array of big-name technology companies and network operators, noticeably leaving Akamai behind. See full story.

"I plan on calling George," Inktomi (INKT: news, msgs) Chief Executive David Peterschmidt told me, referring to George Conrades, his opposite number at Akamai.

This deal pits Akamai (AKAM: news, msgs) against all the links in the broadened network, "so they can`t say they have the broadest-reaching service," said Ruann Ernst, Digital Island`s chairman and CEO. Watch MarketWatch interview with Ruann Ernst.

Akamai is a content distribution company with its own proprietary technology that basically provides the capability of content peering, while the newly formed Inktomi team, called Content Bridge, espouses an open platform with each partner leveraging the others` network and ensuring that disparate products and software are integrated.

The team is made up of Inktomi, which has rallied its clients -- the companies to which it already sells its Traffic Server and content distribution software -- including Digital Island (ISLD: news, msgs), Exodus (EXDS: news, msgs), Genuity (GENU: news, msgs), Madge.web (MADGF: news, msgs), Mirror Image Internet (XLA: news, msgs) and privately held NetRail. Last but certainly not least is Adero, the toll keeper in this whole process.


America Online (AOL: news, msgs) is also part of the exchange and is making an investment in Adero. Inktomi also has stakes in Adero. And AOL is a longstanding Inktomi client in both search and network products. Relationships always start somewhere. See Net stocks for a closer take on Adero`s role.

Formidable offering

But Akamai isn`t trembling at the sight of this formidable global exchange.

"This formation isn`t available in the market, so it`s not an option," said Jeff Young, an Akamai spokesman.

"Besides, it`s only five participating networks, and, by comparison, Akamai`s network reach extends to over 225 networks within 50 countries to date." Akamai has more than 4,200 servers deployed in those networks. Some of Akamai`s clients include Yahoo (YHOO: news, msgs) and CNN, which is owned by Time Warner, which looks set to formally close its marriage with America Online in November.

Making it work

But the new partners do believe they will start linking their networks and sharing revenue in September. And altogether they should have a very large global footprint. Digital Island`s Ernst could not quantify how much larger the network would be.

But a broadened footprint doesn`t necessarily justify a better product, and it would require superiority to allow the partners within the exchange to raise their prices because of the network`s reach.

Ernst doesn`t believe that Digital Island can raise prices with its current clients. "They`ve paid us for our current reach," she said. "It`s the services that matter."

Indeed, breadth of reach isn`t necessarily the biggest selling point to a customer. "What`s important is the quality of service to the customer," said Todd Dagres, a venture capitalist at Battery Ventures, which owns 10 percent of Akamai and was one of its earliest investors.

"Customers care about how fast the pages and streaming content gets delivered, how reliable it gets delivered, how secure and what it costs," he said.

This is a vendor-sponsored effort, and, in the final analysis, what really matters is what the customers want, he added. "This is just an attempt by Inktomi to sell more caches."

True. As Content Bridge`s captain, architect and maestro, Inktomi hopes there will be more clients aboard and more content to support. That means more traffic server and content distribution software needed. Ka-ching.

Moreover, any network that wants to be part of the Content Bridge exchange will have to use Inktomi`s products. There`s no admission fee, said Peterschmidt. But in order to play, you must buy Inktomi caches.

Of course, any new player would only join a winning and valuable team. That could perhaps hinge on how many wins - customer wins that is - this team can score.

What do the skeptics say? "This alliance is espousing that they have a broader footprint that gets them to the edges of the network," Mark Langner, an analyst at Epoch Partners, pointed out. "But Akamai is already pretty darn close to the edges of the network. I`m not sure if this creates an incremental advantage for a CDN customer."

Langner, however, does believe that the exchange may be a way for Inktomi to "capture the recurring revenue stream associated with content delivery services.

And at the very least, through its stake in Adero, Inktomi can capture some value.

If it works

If the consortium does play well together, there will be revenue to be had, not only by Inktomi.

The revenue comes in when another CDN within the network -- say, Exodus -- uses Digital Island`s network or Digital Island`s streaming or authenticating services, to deliver the content to the end user or consumer requesting the content. Exodus would pay a fee to Digital Island.

Conversely, if Exodus has the closest server to the end user or consumer, then it gets paid a tariff for carrying that content.

The tariff structure, however, has yet to be disclosed, said Ernst.

Bottom line, it`s still too early to tell. As Dagres points out, "In reality, these guys have their own businesses and networks, and I`m hard-pressed to come up with examples where consortiums like this worked."

[german]

Die Web-Seite der Content-Bridge-Allianz:

http://www.content-bridge.com/

Kann man sich ruhig mal anschauen.

german

[german]

August 24, 2000, 5:08 PM PDT
Cracks in Inktomi`s Content Bridge?
The content-distribution group, led by Inktomi and AOL, tries to catch industry leader Akamai – if it doesn`t unravel first.

By Jason Krause

Content distribution is the buzzword, and Inktomi (INKT) and AOL are the new kids on the block. The question is whether they can catch the industry leader, Akamai.

A new coalition of service providers, calling itself Content Bridge, has banded together to speed up the delivery of Web content. Inktomi, AOL, Exodus and a host of other service providers are part of the coalition. The idea isn`t new. Akamai and a dozen other players have been doing similar things for years. But with big guns like AOL and Exodus throwing their weight behind technology from Inktomi, the battle between companies with quirky names borrowed from Native American languages is going to get fierce. ("Akamai" is Hawaiian for "clever and cool and hip," while "Inktomi" comes from a Lakota legend about a clever spider.)


So far, no one knows much about Inktomi`s new technology. "We saw very little of substance," says Akamai spokesman Jeff Young. "Nothing [Content Bridge] announced is currently available. Akamai currently has servers deployed on 225 networks in 50 countries. We think that`s going to keep us in the driver`s seat for a long time."


Inktomi says the technology is in testing now on AOL`s network and will go live in early fall. "Of course, the first question everybody asks you is, `Will it work?` Nobody believes you until they see it," says Megan McDonald, director of product marketing for Inktomi. "The fact that AOL and Exodus have signed on gives us credibility and also gives us enough critical mass to make this work."


McDonald says the system will work better with more partners, and that more partners will join during the months to come. But outsiders wonder if this coalition can hold itself together. Inktomi is borrowing its model from the early days of ISPs, when providers would exchange traffic with one another to decrease network congestion. But squabbles soon broke out over whether or how to charge for the service. The results were fragmentation and headaches.


"The problem with coalitions is that they tend to get fragmented," says Abhi Chaki, director of business development with Edgix, a content-delivery company set to launch in a month. "This is the same model but on the content side. And they`re going to need a whole lot more partners if they want to bridge the gap between the end user and the content. They`re going to need a lot more ISPs."

Quelle: thestandard.com

[Ramsesone]

Hallo Inktomifreunde! Was soll ich tun, bin total verunsichert.Bei 210€ gekauft, bei 126€ nachgekauft.der Kurs mal oben oder unten.Eure Meldungen immer auf englisch. Überlege ob ich verkaufen soll oder nicht (kommende Wo.),ich wäre für Entscheidungshilfe wirklich Dankbar

[german]

Wenn die Technologie schon funktioniert, fehlen nun nur weitere Teilnehmer an der Content Bridge!

Inktomi CEO: Technology Ready In New AOL/Adero Deal >INKT
08/23 7:48P (DJ)
Story 6561 (AOL, INKT)
NEW YORK (Dow Jones)--The technology involved in the deal between Inktomi Corp.
(INKT), America Online Inc. (AOL) and Adero Inc. is ready to hit the market,
Inktomi Chairman and Chief Executive David Peterschmidt told CNBC Wednesday.
"We`ve been testing all the technology for about three months. We know it works.
We know it works very, very well," Peterschmidt said. "You`ll see this roll out
and actually go live in the October time frame. So the technology piece of this
is done."
The three companies announced Wednesday the formation of Content Bridge, an
alliance to provide a platform for cross-network content distribution.
"What the industry`s basically saying is that it`s standardizing on the Inktomi
architecture. This is what enables all these networks to now intercommunicate
with each other," Peterschmidt said.
He said the alliance will help companies and consumers. The network will "give
the user a much more robust experience with content," he said. "For the content
originator, they will now get a broader reach of their content and they`ll get
logging information that will let them know exactly how often that content`s been
viewed and where."
-By Hollister H. Hovey, Dow Jones Newswires; 201-938-2007;

[german]

Hallo Ramsesone:

Mein Vorschlag ist einfach zu halten. Vielleicht haben wir zum Jahresende schon wieder 200 im Visier. Und in zwei oder vier Jahren steht INKT bei 300 - 500. Kein Grund zur Sorge aus meiner Sicht.

Die meisten Firmenmeldungen zu Inktomi sind in Englisch. Benutze doch einfach eine Übersetzungssoftware (gibt es hier jede Menge Links, einfach mal die Stichwortsuche benutzen). Das ist zwar nicht der Weisheit lezter Schluß, aber besser als garnichts.

Im Internet-Board gibt es auch einen INKT-Thread von Jackman, mit langsam Einsammeln in der Titelzeile. Da können auch nicht-reg. User auf Deine Frage antworten, wenn Du auch dort Deine Anfrage postest.

Gruß

german

[german]

Ramsesone - vielleicht hilft Dir der Link:

http://quotes.barchart.com/texpert.asp?sym=inkt

[german]

Juchu.de-weekly von heute nimmt INKT in Musterdepot auf:

Unser neuer Wert diese Woche ist der im US-Staat Californien ansässige Internet Softwareentwickler Inktomi.

Die Gesellschaft aus Foster City ist weltweit Marktführer für Suchmaschinen und Cache-Software für Internetserver. Im Zuge der Korrektur des Internetsektors, kam auch Inktomi unter Druck und bildete das Tief bei rund 100,- U$ aus, wobei zusätzlich der Verlust von Yahoo als Kunden belastend wirkte.

Doch diese scheint inzwischen "verdaut" zu sein, wie auch die letzten Quartalszahlen<http://biz.yahoo.com/rf/000720/n20465962_2.html> beweisen.

Während im Vorjahresquartal noch 7,7 MioU$ Verlust ausgewiesen wurde, konnte inzwischen ein Gewinn von 4,5 MioU$ erzielt werden. Auch die technische Verfassung verbessert sich deutlich und macht einen Ausbruch wahrscheinlich. Während das Hoch bei 230,- • markiert wurde, lag der letzte Kurs bei 135,50 •, und damit noch immer deutlich unter den Höchstständen. Beeindruckend ist die Gewinnreihe die Inktomi bisher lieferte.

....

So lagen die letzten 3 Quartalszahlen jeweils deutlich über den Schätzungen der Analysten, wobei der Sprung in die Gewinnzone inzwischen erreicht wurde. Auch die zukünftigen Wachstumsraten von 57% jährlich auf 5-Jahressicht machen die Dynamik des Wertes sichtbar. Anhand der nur übrigen Barmittel von 9054,- •, ordern wir mit Montag 60 Stk billigst.

[german]

KORREKTUR:

Es handelt sich um Investor2000,

und nicht juchu.de, wie gerade versehentlich geschrieben.

german

[german]

INKT Estimates Raised
by: HRearden1 (29/M/San Francisco, CA) 8/28/00 2:00 am
Msg: 47052 of 47053
 
Q4 consensus estimates at .05 now. Up 20% from last quarter`s .04. Expect .07 -- INKT has beaten estimates by .03 and .02 the past two quarters

Korrektur der Ergebnisschätzung für das 4. Quartal von INKT, dem 3.Quartal/2000 um 20% höher auf .05 - der Poster aus dem Yahoo-INKT-Board erwartet stolze .07.

german

[german]

Cisco antwortet sozusagen postwendend auf die Content-Brigde-Allianz:

Cisco forms Content Alliance to speed up delivery

SAN JOSE, Calif., Aug 28 (Reuters) - Networking giant Cisco Systems Inc. (NasdaqNM:CSCO - news) said Monday it has formed a content alliance to accelerate the development of the content delivery services market.

Cisco said in a statement that the group aims to create a system that will deliver content to consumers more quickly by linking all the players that handle content as it travels through the Internet.

Several firms, including Digital Island (NasdaqNM:ISLD - news), Genuity Inc.(NasdaqNM:GENU - news), GlobalCenter Inc. (Nasdaq:GCTR - news), NaviSite Inc. (NasdaqNM:NAVI - news), PSINet Inc. (NasdaqNM:PSIX - news), and Network Appliance Corp. (NasdaqNM:NTAP - news), joined as charter members of the Content Alliance to speed the adoption of compatible Content Delivery Networks (CDN) technology in the industry, Cisco said.

The group also will develop open standards and protocols to advance content networking and deliver key technologies for a number of emerging areas, including content peering.

Content peering is a key technology for the widespread adoption of content delivery services. It enables the delivery networks of multiple service providers to work together.

The group will create a specification for peering needs, such as authorising the use of content between networks, and sharing logging or billing information to settle charges.

It will also test and endorse a content peering standard among its members and submit the draft standard to the Internet Engineering Task Force (IETF), a technology standards board, later this year.

Leading content and service providers and infrastructure players on the Internet, including America Online Inc. (NYSE:AOL - news) and Inktomi Corp. (NasdaqNM:INKT - news), formed a similar group last week, called Content Bridge.

In a separate statement, Cisco said it has introduced a CDN system that lets companies provide profitable new content-based services, while maintaining availability and security and minimising response times.

Quelle: Reuters

german

[german]

Und was macht Google? Ein ausführlicher Bericht vom Freitag, den 25.08.00.

Quelle: San Francisco Chronicle
------------------------------------------------------------------------

Google Senses That It`s Time to Grow Up

Verne Kopytoff, Chronicle Staff Writer


http://www.sfgate.com/cgi-bin/article.cgi?file=/chronicle/ar…

german

[german]

 
Cisco sets off three-way Net-speed struggle
By Wylie Wong and John Borland
Staff Writers, CNET News.com
August 28, 2000, 1:15 p.m. PT

A three-way power struggle is developing underneath the Net`s hood, as Cisco Systems, Inktomi and Akamai Technologies jostle for control of the profitable business of speeding Web downloads.

Cisco Systems, the equipment company that already controls much of the Net`s infrastructure market, launched an effort today aimed at ushering in an era of "open standards" in the content delivery business. Allowing all the private networks that speed Net downloads to talk to each other would help the entire Internet do its job better, the company says.


But this drive for open standards--which analysts say is geared in large part to support a new product line from the equipment giant--potentially puts Cisco`s plans at odds with the business ambitions of the market`s other heavyweights. Akamai is the undisputed leader in this market with a proprietary network that it has shown no interest in opening to competitors. Inktomi launched its own coalition of service providers last week with a similar aim of linking formerly competing networks.

That means that behind the various calls for standards in the market is a healthy dose of enlightened self-interest, analysts say. And whoever can best control the rule-making process has a better chance of coming out ahead in the end.

"Cisco and Inktomi are in the market to sell their own equipment," HTRC Group analyst Greg Howard said. "Both alliances promote the selling of their own products."

Content delivery services are largely invisible to Web surfers, as they work behind the scenes to help speed Net content past online bottlenecks that form as crowds cluster around popular content. Most of the companies involved distribute "caches" that store popular content widely around the Web, so that anytime a surfer asks for a Web page, it can be downloaded from a place as physically close as possible.

Analysts estimate that about 60 percent of this market is still controlled by Akamai Technologies, the young company that launched early last year and quickly garnered the business of Yahoo, Lycos, CNN and dozens of other blue-chip Net sites.



Do you have an opinion or comment on this story? Tell us.Since Akamai jump-started the market, a handful of other firms have sprung up. Most of the big Web-hosting companies offer some version of the service, and several independent firms have opened their doors with slightly different business models.

Sideways competition
The three firms struggling for dominance of the market aren`t actually direct competitors. Akamai is a service provider, while Inktomi and Cisco are equipment companies.

But each of the three`s desire to shape the landscape on which all them do business has put them in conflict.

The "Content Bridge" alliance formed between Inktomi, America Online, Adero and a half-dozen other companies last week serves as the most ambitious effort to join forces against Akamai. By linking together several proprietary networks, as well as developing the technology to facilitate the links, the alliance hopes to create a broader reach than Akamai has already developed on its own.

But if Cisco`s effort to create open standards governing the links between these networks bears fruit, it could undermine the Inktomi-led effort to create--and control--the way these networks communicate.

At the heart of Cisco`s strategy is a new family of products--called Content Delivery Networks--that compete directly against Inktomi. The products, available in October, come from in-house development and technology recently acquired when it bought ArrowPoint Communications, SightPath and Tasmania Network Systems.

Cisco`s "Content Alliance" includes support by data storage computer maker Network Appliance and half a dozen service providers, including Cable & Wireless, GlobalCenter and PSINet. Cisco`s alliance plans to submit proposed standards to the Internet Engineering Task Force (IETF) later this year.

Three service providers--Digital Island, Genuity and Mirror Image Internet--have joined both Inktomi and Cisco`s alliance efforts. Mirror Image Internet, which competes against Akamai, uses equipment from both Inktomi and Cisco in its networks.

"We`re for open standards, and anything that makes cross-network communication better is good for us," said Martin Alsen, vice president of marketing strategy at Mirror Image. "But it would be easier if they came together under one umbrella."

Analysts say the service providers that are supporting both efforts are simply hedging their bets.

"It`s in the service providers` interests to join both," said Howard, the HTRC Group analyst. "In this emerging market, they want to cover as many bases as they can because Inktomi and Cisco have a lot of influence."

Howard said the two competing standards efforts by Inktomi and Cisco could eventually merge, but they will compete initially because each company is trying to sell its own products. But both Howard and Mirror Image`s Alsen say merging standards efforts are unlikely because Inktomi and Cisco are competitors.

Inktomi executive vice president Richard Pierce said the Cisco effort did provide some "opportunity to cooperate," but said the company had not yet seen the details of the Cisco proposal. "I see no reason why they couldn`t (work together)," he noted.

Cisco executives said they had not been invited to join the Inktomi-led "Content Bridge" Alliance.

"It would seem like a proprietary effort first and a standards-focused group second," said Paul Sanchirico, Cisco`s marketing director. "And what we`re trying to do is enable a standards effort that will benefit the industry at large."
 
 
 

[german]

 
The Next Monster Stocks
by Tobin Smith
September 2000

NEXT  >
 
Fortunes will be made in the future of wireless: Third-generation broadband systems. Get in before the window closes.


It`s a no-brainer. In the next decade, fortunes will be made investing in the future of wireless: the third-generation broadband mobile wireless network called 3G. ChangeWave Capital Management LLC, an investment company that specializes in emerging technologies, calls large-magnitude transitions like this a changewave. And any time hundreds of billions of dollars in new spending is about to happen, the company calls it a monster changewave.

Funding changewaves has proven lucrative. By focusing its investment capital not in the service providers themselves but in the infrastructure and understructure that support these services, ChangeWave`s investments have gone up in value 110 percent each year since 1995. We asked ChangeWave founder and CEO Tobin Smith to share his company`s outlook for which wireless technologies and companies are likely to be the big winners in the year ahead. Here`s what he had to say.


The Big Picture

Before investors can identify the wireless winners, they need to get a snapshot of the changewave. First, what exactly is the transformational technology? Right now it`s the promise of a standardized global network that can transmit data at up to 2Mbps, making possible the integration of voice, data, and full-motion video. Second, who will use it? Mobile workers and what we call wireless lifestylers—people over the age of 15 who are heavy users of mobile telephony. And third, what`s the potential market? We estimate it at some 250 million devices by 2005, or 25 percent of the world`s estimated 1 billion cell phones.

To find the key players, we map the changewave to identify the layers between the content and the end user, creating a virtual X-ray of the market opportunity. We look at the infostructure, the enabling content; the infrastructure, the enabling network hardware and software; the understructure, the enabling microchips and operating systems; the infrastructure service providers, the enabling infrastructure services; and finally, the retail service providers. Here`s who to keep an eye on for broadband wireless.

Infostructure Our favorite play here is InfoSpace. Its proprietary information network allows users to access important data from cell phones and conduct mobile e-commerce. The company has reselling agreements with virtually all the major wireless service providers and is service agnostic: It makes money no matter what service consumers choose. InfoSpace`s business model is scalable: It earns an incremental profit every time someone needs a yellow pages listing, checks a restaurant recommendation, or orders flowers. This makes InfoSpace`s profit margin expand as revenues go up.

Infrastructure More than $100 billion will be spent on the 3G upgrade. Nokia, Ericsson, and Motorola lead the 3G build-out contest. But don`t count out Nortel Networks. It has just beaten Motorola out of a new $500 million contract and will win more. A sleeper in this space is Inktomi. Inktomi is positioning its dominant Internet traffic–caching system to take advantage of the tremendous growth in wireless. Its technology enables data transfers through wireless devices, the same way that it does through the Internet. Move further down the component food chain and you get the dominant base-station power amplifier player, Powerwave Technologies. And when it comes to the microwave equipment on top of the tower, you can bet that Anaren probably made it.

Understructure Open up a Web-enabled wireless device and you`ll see high-speed chips, digital signal processors, capacitors, and transmission chipsets. Our favorites here in high-speed gallium arsenide chips are RF Micro Devices and TriQuint Semiconductor, as well as the CDMA chipset monopoly Qualcomm. Go inside 70 percent of all wireless chips and you`ll find ARM Holdings chip design—for which the company is paid a royalty on every sale. The dominant player in integrated chipset cores is Wavecom, which virtually has a lock on every phone Nokia and Samsung make. Go over to Ericsson and roughly two out of three phones contain an Anadigics power amplifier. Finally, the LCD screen is made by Three-Five Systems. Three-Five Systems is backlogged for up to a year for traditional displays; when 3G comes into play the company will prosper greatly and have much better pricing power.

Infrastructure Service Providers Our favorite in this space is Wireless Facilities. Somebody has to actually build these networks, and it`s not the infrastructure players. Wireless Facilities oversees everything from network planning and design to construction and maintenance. The company is doubling revenue and earnings over the most recent quarters and has doubled backlog contracts as well. Another way to play this game is with the companies who lease the towers. Our pick here is Crown Castle International because it has a footprint in both the United States and Europe. Crown Castle stands to benefit most from 3G deployment.

Retail Service Providers Our favorite wireless service provider play is Voice Stream Wireless. Voice Stream recently completed its merger agreements with Omnipoint and Aerial Communications, making Voice Stream a true provider of nationwide wireless service. It is one of the few major U.S. wireless companies that is still independent. Its GSM operating system is well positioned to be upgraded to the new worldwide 3G systems.

VoiceStream is a strong bet for the following reasons: Customer growth remains robust at 1.8 million total customers at the end of the first quarter this year, up 334 percent over the same quarter last year, while revenues are up 269 percent year-over-year and up 60.5 percent over the previous quarter. Also, VoiceStream`s nationwide reach makes it an attractive acquisition target.

High-Risk/High-Reward Grand-Slam Candidates We also always like to throw in a home-run candidate. Our long-shot choice is Sensar. Sensar has patented technology that could turn every phone into a browser for streaming, real-time color video and data. Soon the world will find out if Sensar`s offering works—cell giant Orange is launching a pilot program to test the system.

For more information about ChangeWave Capital Management`s investing, visit our site at www.changewave.com.

Tobin Smith is managing partner and CIO for ChangeWave Capital Management LLC. He is also the author of ChangeWave Investing: Picking the Next Monster Stocks of the New Economy (Bard Press, 2000).

Quelle: ZDNet: Smart Business

[Ramsesone]

An German ! Vielen Dank für deine Antwort und den darin enthaltenen Tip.Bin mit dem Umgang meines PC und seinen Möglichkeiten leider sehr ungeübt,werde deshalb auch Schwierigkeiten mit dem downloaden von Übersetzungssoftware haben.
Vieleicht ist es Dir ja möglich , hin und wieder einen Allgemein wichtigen Beitrag ins Deutsche zu übersetzt. Wäre sehr dankbar !
Eine persönliche Frage hätte ich noch an Dich, bist Du ein Haubtberuflicher Trader oder eine Gruppe von Leuten ? Du scheinst bestens Informiert und gibst Dir viel Mühe andere daran teilhaben zu lassen. Hoffe nun nicht aufdringlich gewesen zu sein und freue mich jetzt schon auf deine Antwort. MfG Ramsesone

[german]

Caching in on content
August 29, 2000
by Matt Berger

Network behemoth Cisco Systems (CSCO) announced Monday that it will lead an alliance of Internet service providers (ISPs) and content companies to develop an open standard for sharing and delivering content over the Web.


Cisco also announced a line of products to enable those companies to build a content delivery network, which will speed up access to Web content by allowing private networks to communicate with each other, and allow content providers to cache their information closer to the end user.


Sound familiar? Well, it should.


Last week, a similar alliance of content providers, Web hosts and content distribution companies led by Inktomi (INKT), America Online (AOL) and privately held Adero announced that it had rolled out a product line similar to Cisco`s, and was aiming to turn its service into an industry standard.


The consortium of companies based on Inktomi`s software, which is calling itself "Content Bridge," announced plans Wednesday to become a leader in content distribution -- an industry currently dominated single-handedly by Akamai Technologies (AKAM).


But with Monday`s announcement, the Content Bridge alliance will have one more giant to compete against for market share.


Defining the market


Cisco representatives said Monday that its new e-business products will improve the distribution of large-scale, on-demand streaming media in a move to turn the Web into something similar to the television. It is a lofty goal, with broadband access still years away from reaching the average Internet user, and will take cooperation between the leading service providers to bring fast loading content to a Web user.


Both alliances will create a platform for sharing content across a series of networks, allowing participating ISPs to keep updated content cached at the front end of their networks.


"If it`s right in their ISP network, that`s the fastest way to get content to the end user," said Megan McDonald, Inktomi`s director of product marketing. "It`s a logical next step of the Internet."


Technologically speaking, the idea of interoperating networks is a good one -- through a network of Web hosts like AOL, Content Bridge will cache up-to-the minute content in AOL`s network. Similarly, Cisco`s products will allow Web hosts to grab up-to-date content quickly by "peering" into other networks.


"I think overall, if this is successful, that it will benefit the industry as a whole," said Greg Howard, a research analyst with HTRC Group. "Defining success is pretty difficult though, and the obstacles to overcome are fairly significant."


`Not in best interests`


No matter how much-network sharing will speed up the Web for the end user -- a concept that both analysts and Web users embrace -- the politics of the business threatens to inevitably slow their projects down.


"If I didn`t hear it from the heads of each of the companies involved that they really are participating, it would be difficult for me to believe," said Howard, who follows the content delivery and service market. "It`s not in their best interests to do so."


While Cisco and Inktomi`s expanded networks will speed up user access to websites, their alliances will essentially align competitors from several sectors of the supply chain and divide companies that hope to run each network.


For instance, ISPs including PSINet (PSIX) and UUNet, which appear to be assimilating their networks through the alliance, will continue to compete head-to-head for customers while offering similar products.


"What it does is create an environment where it is more difficult to differentiate the services from one another," Howard says.


Who pays the bills?


Besides clouding the lines between competitors, one of the most difficult obstacles to overcome in building an alliance among content and service providers from all corners of the Internet involves billing -- a process that will become more and more difficult when content is shared quickly, in more volume and with a growing group of aligned companies.


Cisco said it hasn`t yet developed a method for settling billing between content companies and ISPs, but expects to leave that up to the aligned companies. "The intention here is for this group to define how to do that," said Joe Hielscher, director of product marketing for content services business for Cisco.


The Content Bridge alliance will manage its billing through Adero, a closely held company that has reinvented itself for the project. "The way Adero is positioned now is to be a middleman," said Howard. "This is a radical change in their business model. Now they`ve basically become a settlement agency."

Caching in on content
page 2: Adero is key

On Thursday, AOL cemented the alliance even further, announcing that it would pour an undisclosed investment into privately held Adero, the company that has assumed the central role in the alliance -- the bill collector.

If all goes as planned, the Boston-based startup could grow its revenues dramatically. Adero will ensure content is updated across all member networks and provide centralized billing for the content and service providers. For every transaction, Adero will assume a small cut. The more companies that sign on, the more money it makes.


But in assuming the role as billing agent, the once low-profile company has reinvented its business model.


"We had a decision to make," said Al Fink, Adero`s senior vice president of business development. "We could try to build up our own network or we could leverage the entire Internet and create an even larger network."


Opting for the latter, the new look for the company means that Adero has the opportunity to build a consistent revenue source.


"Our revenues should increase dramatically," Fink said. "As long as we gain the market share than can be achieved through this alliance."


A tough market to enter


With Monday`s announcement by networking giant Cisco, grabbing that market share may have just grown a bit more difficult. Originally, Content Bridge had one major competitor to look out for -- Akamai -- which had been developing its caching and content delivery system for the past year.


"I think Inktomi`s idea here is to take the companies and add them up and see if the sum is greater than Akamai," says Alex Benik, an analyst with Yankee Group. "It`s an interesting idea, but I don`t know how willing other companies will be to join."


Inktomi has already rolled out its product line, selling software based on its products that are already incorporated into many of the participating networks. Cisco said it planned to set its network alliance into action by October.


"One of the things that Cisco said is that at some point in the future these two alliances could work together," Howard said. "But you have to remember that the goal of both Cisco and Inktomi is to sell their products. Everyone has to be profitable."


Lining up support


In an attempt to gain industry support, Cisco has recruited leading participants, including Digital Island (ISLD), Genuity (GENU), GlobalCenter (GCTR), NaviSite (NAVI) and Network Appliances (NATP), to determine a standard based on its content delivery products.


But then, so has Inktomi, which announced last week that it had the backing of some of the same industry leaders including Digital Island, Exodus (EXDS), Genuity and Mirror Image Internet (XLA).


This begs the question -- why would a company like Digital Island pledge an alliance to two competing groups?


"I would say that Digital Island is likely covering its bets or acting in its best interest to promote content delivery," Howard said.


Without being mutually exclusive to either of the alliances, Digital Island will either have to develop two networks that support each of the alliances, or create interoperability between the two. Both options are coupled with difficulties.


Developing new standards


In the long run, both Cisco and Inktomi said they hope to eventually create a standard that all network providers and content companies can use, allowing content to be shared quickly and efficiently by every network on the Internet.


"There does need to be a standard way to move content over the Internet," said Inktomi`s McDonald. "The more networks you can get in it, the better it will work."


It is a process that several companies have attempted to solve already. Both Akamai and Digital Island have implemented the first steps to the content delivery network. "None has really gotten to the point where they`re interoperable," said Joe Hielscher, director of product marketing for content services business for Cisco.


With companies in a rush to develop a standard -- and reap the profits -- Inktomi`s Content Bridge and Cisco`s Content Alliance are both working to gain support in the industry. Cisco said it would submit a draft standard for its content peering system to the Internet Engineering Task Force, which approves technology standards, later this year.


"No one company can run the Internet by itself," said Rob Carney, co-founder of Adero. "You`re not going to outperform the collective power of the companies that are the Internet."


Matt Berger is a general assignment reporter for UpsideToday. You can reach him at [e-mail]. If you would like to submit a letter to the editor regarding this story, email [e-mail].    
Caching in on content



Get more info from our vast library of national news, tech pubs and Web sites at UpsideToday`s Research Center.
Quelle: upside.com

[german]

@ramsesone

Übersetzung: es reicht, den Text zu kopieren und in die Webseite mit der Übersetzungssoftware in das dortige Feld einzufügen. Da brauchst du nichts runterzuladen. Und Threads zu Übersetzungssoftwareseiten-Links gibt es mehrere hier bei WO.

Eine Übersetzung ins Deutsche wäre sicherlich ein toller zusätzlicher Service meinerseits, ist mir aber zuviel an zusätzlicher Arbeit. Die News in deutsch sind zum einen spärlicher gesät und zum anderen - weil in der Redaktion aufgearbeitet - oft nur kurz und knapp bis verkürzt, daher hier die Originale sozusagen.

Danke für die Rückmeldung - bin einfach nur long on inkt, also eben kein Trader.

Dann wären hier sehr viel mehr technische Analysen zu INKT zu lesen. Obwohl natürlich die Volatilität der Aktie zum Traden reizt.

Gruß

german

[Ramsesone]

An German, vielen Dank für deine ausführliche Antwort. Bekomme aber leider noch nicht einmal das von Dir beschriebene ohne Hilfe hin, möchte Deine Hilfsbereitschaft aber auch nicht überstrapazieren und bedanke mich nochmals. MfG Ramsesone

[german]

SG Cowen reiterated strong buy on INKT- erneuert heute Strong-buy-Einschätzung.

@ramsesone

Bin Mac-User, bei Windows geht das so: mit linker Maustaste Text markieren, mit rechter Taste ausschneiden/kopieren, dann auf Webseite mit Übersetzungsprogramm gehen, in Textfeld für Übersetzung gehen, rechte Maustaste drücken und einfügen wählen. Mögen es die Windows-User prüfen und mich ggfs. verbessern.

Gruß german

[german]

Aug 29 2000 4:23PM
theflyonthewall.com: 16:23 EST Inktomi-INKT initiated coverage with a strong buy,150 tgt @LEHMAN Brothers

german

[german]

30-Aug-00
Lehman Brothers initiated: at Buy (gestern war wohl versehentlich strong buy gemeldet worden)

First Union Sec upgrade: from Mkt Perform
to Buy

german

[german]

Auf deutsch:

Die Analysten von Lehman Brothers haben am Mittwoch die Aktie der Inktomi Corp. [Nasdaq: INKT Kurs / Chart ] mit einem „Buy“-Rating in ihre Berichterstattung aufgenommen. Das Kursziel auf Jahressicht liegt bei 150 Dollar je Aktie.

Das Unternehmen verfüge über einen Marktanteil von 45 Prozent auf dem Gebiet der Software für Internet-Suchmaschinen, so die Experten. Inktomi könne zudem durch die Lizenzeinnahmen für die Intranet-Portalsoftware der übernommenen Ultraseek ein gutes Wachstum vorweisen.

Die Analysten bewerten Inktomi mit dem 50-fachen Wert ihrer Gewinnschätzungen für das Jahr 2001 (383,5 Millionen Dollar ). Die aktuelle Markkapitalisierung des Unternehmens liegt bei 13,6 Milliarden Dollar.

Die Finanzexperten der First Union Securities stufen die Inktomi-Aktie ebenfalls mit „Buy“ ein. Sie haben den Wert von „Marketperformer“ heraufgestuft. Das 12-Monats-Kursziel liegt bei 145 Dollar je Aktie.


© 30.08.2000 www.stock-world.de

[german]

Quelle: www.internetstockreport.com

Inktomi`s A Buy Now Or Anytime
by Chris Nerney

August 30, 2000 - With a current market capitalization of $13.7 billion, caching server and search engine software sector leader Inktomi (NASDAQ:INKT) trades at 80x its trailing 12 months` revenue of $171 million.

By nearly anyone`s measure, this means that Inktomi, like the majority of publicly traded Internet companies, is overvalued.

In most cases this is a cause for great concern among investors, and rightly so. No stock can indefinitely continue to trade far above the issuing company`s real value; sooner or later share price (and thus market cap) must come into line with revenues, profits and growth rates. That`s why more than half of all Internet stocks have fallen at least 50% this year; the entire sector was wildly overvalued, and all but the most delusional Internet investors knew it.

But I`ve long maintained that a handful of `Net companies will eventually grow into their lofty valuations. Inktomi will be one of them.

In January, when I named Inktomi as one of my 10 stocks to watch for 2000, I noted that the company was more overvalued in terms of TTM revenues than any of my other HotWatch 2000 picks (which, despite what all evidence indicates, did NOT include Intraware ).

Back then, INKT was trading at $88.75, had a market cap of $9.8 billion and revenues of $71 million in the previously reported four quarters. That put Inktomi`s valuation at 138x TTM revenues.

Today, despite a nearly 40% increase in its market cap, Inktomi`s valuation as a function of TTM revenue has dropped 42%. Both trends are exactly what investors want to see.

Which is why two Wall Street brokerages, Lehman Brothers and First Union Securities, issued favorable reports on the company Wednesday.

Lehman started coverage of INKT with a "buy" rating, settting a target price of $150 (shares were trading Wednesday afternoon at $124.75) and valuing the company at 50 times its upper earnings estimate for 2001 of $383.5 million. That translates into a market cap of $19.2 billion.

First Union, meanwhile, set a 12-month price target of $145 per share for Inktomi and upgraded its rating of the stock to "buy" from "market perform."

I see two catalysts behind these reports. First, these Wall Street analysts were reacting favorably to last week`s news regarding Inktomi`s alliance with America Online (NYSE:AOL) and others to improve the delivery of content via the Internet.

Under the "Content Bridge" alliance, Inktomi will provide network infrastructure technology for delivering content. The deal is a blow to Akamai Technologies (NASDAQ:AKAM), a rival content delivery provider that has stolen much of Inktomi`s spotlight this year.

Second, since plunging this spring, Inktomi shares have remained relatively stable, falling below $100 per share only once (closing at $98.31 on Aug. 1). Thanks to its 45% market share in the caching server and search engine markets, as well as two consecutive quarters of profits, Inktomi appears to have found a solid bottom.

With its discerning eye trained on the booming wireless market, a penchant for allying itself with other powerful `Net players, dominant market share and growing profits, Inktomi remains a leading candidate to become one of the Internet`s biggest winners.

german

[german]

Aktuelle Gewinnschätzungen zu INKT (mal anders wie bei Yahoo)

http://www.quicken.com/investments/estimates/?symbol=inkt

german

[german]

Mit dem heutigen Tag hat INKT einige Gewinne wieder abgegeben. Wieder ein Tag, in dem der Dow Jones den Nasdaq davon lief. Das Spiel kennt man andersherum auch zur Genüge.

Spannend wird es erst wieder, wenn nach Geschäftsjahresende (Ende Speptember) die Ergenisse des 4. Quartals kommen. Hier wird entscheiden sein, ob INKT das prognostizierte Wachstum halten kann oder aber wieder die durchschnittlichen Analystenschätzungen geschlagen werden können.

Vielleicht erfahren wir dann, was INKT als größere Übernahme, die ja in Aussicht gestellt wurde, vorgesehen hat und plant.

Die Erhöhung der Aktienanzahl wurde ja gebilligt. Dadurch ist die sog. *poison pill* zur Abwehr eventueller Übernahmen gegeben.

Langfristig ist INKT weiter gut positioniert und wird durch die unterschiedlichen Strategien, zuletzt in der Content Bridge als einen Teilbereich noch einmal deutlich geworden, auch in Zukunft die hohen Erwartungen nicht entäuschen.

Wer sich mit der Content Bridge auseinandersetzen möchte, kann sich hier umtun:

http://www.content-bridge.com/content/whitepaper.html
http://www.content-bridge.com/content/index.html]/url]

german" target="_blank" rel="nofollow ugc noopener">http://www.content-bridge.com/content/index.html]/url]

german

[german]

Details zur Content-Brigde-Allianz (News von ADERO)

Adero selects apogee networks to Provide internet billing/revenue settlement solution; NetCountant Settlement Platform to Process Billions of Content Bridge Transactions Daily

WEDNESDAY, SEPTEMBER 6, 2000 12:15:00 PM EST

http://www2.marketwatch.com/quotes/articles.asp?symb=INKT&si…

german

[german]

Endlich mal wieder was INKT, auch wenn es nur die Ankündigung neuer Nachrichten in den nächsten 90 Tagen geht:

Inktomi teases network-product plans
By Bambi Francisco, CBS.MarketWatch.com
Last Update: 4:27 PM ET Sep 8, 2000 NewsWatch
Latest headlines

SAN FRANCISCO (CBS.MW) -- Inktomi Chief Financial Officer Jerry M. Kennelly said the company (INKT: news, msgs) will be making major announcements regarding its network products over the next 90 days. The network products division is the fastest-growing Inktomi unit and consists of the company`s Traffic Server, or caching, technology and its content delivery product. Asked to be more specific about those product announcements, Kennelly simply said the products would focus on enabling companies to deliver so-called rich media content. Content delivery has been making headlines of late, with Inktomi among the top newsmakers. Recall, Inktomi announced last month a content peering alliance that included major hosting and tech companies, including Exodus and America Online. That deal has created uncertainty about the competitive position of Akamai.

Springtime for enhanced TV

Enhanced TV is expected to blossom like crazy, and when it does there`ll be a lot of video-on-demand offerings to choose from.


There are 350,000 hours of audio and video content added to the Web every week, according to Virage (VRGE: news, msgs) executives who gave a presentation to investors late Thursday at the Robertson Stephens Internet Conference in San Francisco.

Virage provides software on a licensing or application service to content companies that want to index their video. The company`s technology, called a "videologger," essentially tracks the video and indexes the audio and video, even close-captioned text on the video. The technology is sold mostly on an outsourced basis.

The company predicts that the market opportunity involved in selling to corporations could be about $1.6 billion. This assumes that there are 16,000 sites paying about $100,000 per year. Virage is also targeting media and entertainment outlets. There are estimated to be 2,000 media sites that could pay $250,000 per year. Earlier Thursday, Virage had announced that Microsoft Studio, Microsoft`s (MSFT: news, msgs) internal media production group, chose Virage`s platform to index its internal assets.

In Friday trading, Virage shares were up $2.75, or nearly 19 percent, to $17.25.

Managed services as revenue engine
Today on CBS MarketWatch
Nasdaq drops 2.9% as chip issues slide
Ford says tire recall will flatten its bottom line
Microsoft, Philips ink interactive TV pact
America Online TV service goes live
Due Diligence: Calpine charges ahead
More top stories...
CBS MarketWatch Columns
Updated:
9/8/2000 4:01:48 PM ET

The managed-services category is the "sweet spot" of the hosting and applications industry, said NaviSite CEO Joel Rosen. Rosen said that, at the end of April, as of his firm`s last reporting date, it was able to charge $16,000 per customer per month. That`s far more than the $3,600 per customer per month charged for basic hosting services. Clearly, managed services offers a greater revenue-generating opportunity. "Managed services," Rosen said, "can generate four to five times the revenue per square foot [that a hosting company charges]." Hoping to mitigate the concern that NaviSite`s customer base is too tightly tied to CMGI (CMGI: news, msgs), by which NaviSite (NAVI: news, msgs) was created, CFO Ken Hale said that 52 percent of NaviSite`s revenue comes from CMGI-related companies; that`s down from 83 percent in 1998.

Again with the ‘sweet spot`

"Investors are focused on wireless and ‘B2B,` " said Ryan Jacob, portfolio manager of the Jacob Internet Fund (JAMFX: news, msgs). "The next ‘sweet spot` in company spending," Jacob said, is in those two categories. Jacob owns stakes in Aether Systems (AETH: news, msgs) and 724 Solutions (SVNX: news, msgs) -- two high-profile wireless-infrastructure companies.  
------------------------------------------------------------------------
Bambi Francisco is Internet editor of CBS.MarketWatch.com.

german

[german]

TechTarget.com Selects Inktomi To Maximize the Performance and Intelligence of
Its Network Inktomi Search Engine will Crawl 40 million IT documents on
TechTarget.com`s Highly Targeted Network by Year-End

NEEDHAM, Mass., Sep 12, 2000 /PRNewswire via COMTEX/ -- TechTarget.com, a
leading network of industry-specific Web properties for vertical segments of the
IT industry, has selected Inktomi`s search engine capabilities to improve the
performance and intelligence of its network. Inktomi Corp. (Nasdaq: INKT),
developer of scalable Internet infrastructure software, will provide the core
network technology to increase search speed and delivery of relevant content.
Service will commence immediately.

"We use Inktomi to crawl our index of selected sites so that IT professionals
will get highly relevant results - quickly - when they do a search on one of our
targeted Web properties. Our selection process, coupled with Inktomi`s
technology, saves hours of time for busy IT professionals," stated Don Hawk,
president and co-founder of TechTarget.com. "With our network of Web properties
searching more that 20 million IT-focused documents, we needed to deploy
technology that would accommodate our current needs, and could scale to 30-40
million documents by year-end. Inktomi`s model provides the most efficient and
scalable delivery of highly focused content to our more than 400,000 registered
members."

With more than 20 million IT-focused documents currently accessible,
TechTarget.com`s network is one of the largest knowledge bases for IT
information on the Web. TechTarget.com has organized its network around highly
targeted vertical IT segments, including CRM, Windows NT/2000, ASP and Storage.
Under the leadership of Paul Gillin, vice president of editorial,
TechTarget.com`s editorial team scans the Internet and selects Web sites for
inclusion in each property`s industry-specific search index based on the quality
and relevance of that information.

"TechTarget.com`s unique service offering fits well with Inktomi`s search
application, as it is optimized to handle the combination of massive data and
large user bases," said John LaRoy, vice president of portal services for
Inktomi. "Inktomi`s mission to build intelligence and efficiency into a network
is clearly exemplified in its infrastructure solution for the distribution,
delivery and management of TechTarget.com`s focused content."

About TechTarget.com

TechTarget.com is a leading network of industry-specific Web properties for
vertical segments of the IT industry. TechTarget.com`s Web properties fuse
specialized search engines with editorial expertise to deliver comprehensive,
targeted search results, knowledgeable community interaction and updated content
for the expanding needs of IT professionals. Each Web property offers
specifically tailored industry news; pre-screened links to relevant sites;
expert tips and commentary; specialized career centers including job boards; and
auctions and e-commerce features.

TechTarget.com delivers more than 10 million page views to 1.5 million unique
visitors monthly and has more than 400,000 registered members.

TechTarget.com`s network has fifteen IT-specific Web properties, including
SearchASP.com, SearchNetworking.com, SearchStorage.com, SearchWin2000.com and
whatis.com - the IT-specific encyclopedia.

Based in Needham, Massachusetts, TechTarget.com was founded in 1999 as a
spin-off of United Communications Group, one of the largest business-to-
business information providers in the U.S. More information about TechTarget.com
is available at http://www.techtarget.com

About Inktomi

Based in Foster City, Calif., Inktomi develops and markets scalable
infrastructure software designed for ISPs, content delivery and hosting
providers, Web portal and commerce sites, wireless operators and global
enterprises. Inktomi`s business is divided into the Network Products area
comprised of the Traffic Server(R) network cache platform, Content Delivery
Suite(TM) and associated value-added services; Portal Services consisting of the
Search and Commerce Engines; and the Wireless area.

Inktomi`s customer and strategic partner base today includes such leading
companies as America Online, British Telecommunications, Excite@Home, Intel,
iWon.com, Merrill Lynch, Microsoft, Nokia, RealNetworks, Sun Microsystems, and
Yahoo! The company has offices in North America, Asia and Europe.


For more information visit http://www.inktomi.com

SOURCE TechTarget.com


CONTACT: Lisa Johnson of TechTarget.com, 781-657-1500,
[e-mail] or Adam Paige of Cohn & Wolfe, 212-598-3687,
[e-mail]

URL: http://www.inktomi.com
http://www.techtarget.com
http://www.prnewswire.com

(C) 2000 PR Newswire. All rights reserved.


german

[german]

Da der Kurs heute wieder nach Süden ging (111 $), etwas Balsam.

Von:
Stock-Tracker Daily of today:

They might be Giants - Artikel

Currently ranked No. 16 with a market cap of $13.0 billion, caching server and search engine software vendor Inktomi (NASDAQ:INKT)is a good bet to leapfrog over several other companies, including Amazon.com and eBay.

INKT is the leader in the search engine and caching software markets, and is well-positioned to dominate those markets in the wireless sector.

Like Check Point, Inktomi is valued at 76x TTM revenues (of $171.1 million).

I`ve long said, and still believe, that Inktomi will grow into its valuation.

german

[german]

Der Internet-Softwarespezialist Inktomi (Nasdaq: INKT) übernimmt für etwa 1,3
Mrd. Dollar das Technologieunternehmen FastForward Networks. Inktomi wird für
die Übernahme der privaten Gesellschaft 11,9 Millionen eigene Aktien
im Tausch anbieten.



FastForward Networks entwickelt unter anderem Softwaretechnologien, welche
die Distribution von Videoübertragungen ins Internet optimieren sollen. Mit
der Übernahme will Inktomi zugleich den schnell wachsenden Bereich
Internet-Broadcasting erreichen, welcher auf 40 Mrd. Dollar bis zum
Jahr 2003 geschätzt wird.

Ausführlichere Version:



INKTOMI: Inktomi to acquire FastForward Networks; Inktomi to extend
infrastructure leadership with first scalable technology for the distribution
and management of live broadcasting over the Internet

SEP 13, 2000, M2 Communications - Inktomi Corp. (NASDAQ: INKT), developer of
scalable Internet infrastructure software, today announced that it has signed a
definitive agreement to acquire FastForward Networks. Based in San Francisco,
Calif., FastForward Networks has developed the industry`s first scalable
software technology for the distribution and management of live broadcasting
over the Internet. The acquisition will propel Inktomi into the next generation
of media infrastructure and enable the company to target the rapidly growing
Internet broadcast market, projected to reach $40 billion by 20031.

Inktomi`s leading infrastructure technology combined with the FastForward
Networks Internet broadcasting software platform will allow millions of users to
experience a more vibrant and entertaining Internet, and enable network service
providers to build profitable business models based on Internet broadcasting.
With the addition of FastForward Networks, Inktomi will offer a core foundation
for live Internet broadcasting to its customer base of leading content delivery
networks and service providers, and will add live broadcast capabilities to the
recently announced Content Bridge alliance for cross-network content
distribution.

"Today`s acquisition further extends Inktomi`s position as being essential to
the fabric of the Internet," said David Peterschmidt, president and chief
executive officer of Inktomi. "Since its inception, Inktomi has been the company
solving large, complex problems that have plagued the Internet, making it a more
compelling and reliable medium for users worldwide. Today`s move evolves this
critical role, extending our leading network products platform to encompass live
Internet broadcasting, which brings us closer to being the ubiquitous software
layer of the Internet."

"FastForward Networks and Inktomi share a common vision to drive the growth of
the Internet with technology for the mass-market delivery of high-quality live
broadcasting," said Abhay Parekh, co-founder, president and chief executive
officer of FastForward Networks. "Inktomi`s global reach and strong market
leadership combined with our carrier-class software architecture will enable us
to capitalize more rapidly on the tremendous worldwide demand for Internet
broadcast technology. We are very pleased to join forces with Inktomi today."
The FastForward Networks software technology platform allows network service
providers to deliver highly scalable, reliable and manageable broadcast
services, using their existing infrastructure, that supports millions of viewers
and thousands of simultaneous media broadcasts.

FastForward Networks customers include leading content distributors such as
Digital Island and The Real Broadcast Network. In addition, FastForward Networks
and Inktomi share a large target base of customers in the backbone, content
delivery, hosting and enterprise markets.

Under the terms of the agreement, approximately 11.9 million shares of Inktomi
common stock will be exchanged for all outstanding shares, options and warrants
of FastForward Networks not currently owned by Inktomi.

Based on Inktomi`s September 12, 2000 closing price of $111 per share, the stock
exchanged would have an aggregate value of approximately $1.3 billion. Inktomi
expects to account for the transaction under the pooling of interests method of
accounting. The transaction is expected to close in the quarter ending December
31, 2000, subject to customary closing conditions. Following closing,
FastForward Networks will operate under the Inktomi name as the Media Division
led by Abhay Parekh as general manager. All employees of FastForward Networks
will join Inktomi.

((M2 Communications Ltd disclaims all liability for information provided within
M2 PressWIRE. Data supplied by named party/parties. Further information on M2
PressWIRE can be obtained at http://www.presswire.net on the world wide web.
Inquiries to [e-mail])).

[german]

SG Cohen erneuert *strong buy* heute morgen. Auch Lehman Brothers vom Deal angetan.

Folgen für die Gewinne:

Peterschmidt in einem Interview:

"Peterschmidt also said the acquisition would likely be dilutive to earnings for the first two quarters of 2001, but is expected to reap $35 to $40 million in revenue and add to Inktomi`s bottom line by year`s end.

Bewertung/einschätzung von Bambi SanFrancisco:

Enabling "live streaming"
One sector that was in favor was the content distribution group. Content distribution networks provide the infrastructure to enable fast delivery of rich media content.
In a bid to build on its platform to optimize Internet content - particularly "live streaming" content -- Inktomi (INKT: news, msgs) is buying privately-held Fastforward Networks for $1.3 billion. Shares of Inktomi added 1 percent to $112.
Fastforward Networks` technology monitors live streaming broadcasts and allocates needed bandwidth depending on the number of viewers.
Essentially, it speeds up the delivery of content, much like Digital Island (ISLD: news, msgs) and Akamai (AKAM: news, msgs). One difference is that Fastforward Networks` architecture enables "live streamed" content, as opposed to just static files and graphics.
Fastforward`s products will be sold as a license, much in the same way as Traffic Server, Inktomi`s caching technology. And the more live content that goes through the network, the more software licenses are needed to support the traffic. The technology is sold to telecom and media companies.
The deal highlights the anticipated onslaught of "live" streamed content and the need for infrastructure to support it. The current networks can only handle 5,000 viewers at a single time for one broadcast event, according to Fastforward Networks co-founder Abhay Parekh. Still, the number of users that can view "live" streamed content, let alone streamed content, is minimal. Goldman Sachs expects that there will be 5.5 million broadband
households by the end of this year.
The deal is also the first step beyond the Inktomi-formed Content Bridge, a content peering alliance announced last month.
Digital Island(ISLD: news, msgs), one of the members of Content Bridge, has announced 10 major video events in the past three weeks and five major customer wins in the same time frame, noted Jim Linnehan, an analyst at Thomas Weisel Partners. This is an opportunity for Digital Island to "up-sell" a full suite of hosting products, yet the stock hardly reflects this favorable outlook, he suggested. Digital Island will be a "clear
beneficiary" of the trend toward streaming content.

german

[german]

Bloomberg News
09/14 8:51 Inktomi Corp. Reiterated `Buy` at First Union Inktomi Corp. (INKT US) was reiterated ``buy`` by analyst Christopher S Russ at First Union Securities Inc. The target price is $145 per share.

09/14 5:33 Inktomi Corp. Reiterated `Buy` at Lehman Inktomi Corp. (INKT US) was reiterated ``buy`` by analyst Michael E Stanek at Lehman Brothers. The 12-month target price is $150.00 per share. This stock was reiterated a ``buy`` on 9/13/00.

german

[german]

Von gestern, aber der heutige Kursgewinn (um die 10% pendelnd) entschädigt doch: Daumen hoch für INKT.

Shares Slide, but Inktomi Buy Gets Thumbs-Ups All Around
By George Mannes
Senior Writer
9/13/00 7:00 PM ET

Investors didn`t react well to Inktomi`s (INKT:Nasdaq - news) purchase Wednesday of Internet-broadcasting technology firm FastForward Networks. But the deal promises to make the Net a livelier place.

Following the announcement of the $1.3 billion all-stock deal, Inktomi`s shares fell about 3% Wednesday. Yet the deal looks promising for Inktomi, say both an industry analyst who follows the company and a major customer of both Inktomi and FastForward.

FastForward`s technology for streaming live video across the Internet is "exciting," and it`s a good extension to Inktomi`s product line, says George Peabody, vice president of carrier and enterprise communications at the Aberdeen Group market research firm. Tied into Inktomi`s recently announced Content Bridge partnership with America Online (AOL:NYSE - news) and Adero, FastForward will put live-streamed video in front of a larger audience, he says.

FastForward does have competition, though, says Peabody. One competitor in the live-streaming technology field is Cisco (CSCO:Nasdaq - news), he says; another is Reliacast, which has "ticketing" technology for controlling access to live Web events -- technology that FastForward doesn`t have. (Reliacast and Cisco are clients of Aberdeen`s; Inktomi and FastForward aren`t.)

By teaming with Inktomi, FastForward won`t have to build up its sales and support teams from scratch, says Leo Spiegel, president of Digital Island (ISLD:Nasdaq - news). Spiegel`s firm is a customer of both Inktomi and FastForward; Spiegel adds that Inktomi has a minor stake in Digital Island, and he considers his company a partner of the other two.

Spiegel says his firm is "really impressed" with FastForward`s live-streaming technology. "It rocks," he says.

Aberdeen predicts that Web broadcasting will be a $40 billion market by 2003. But Peabody admits that consumer business models for Internet video streaming are still unclear. "We`re part of a big experiment right now," he says.

Quelle:
thestreet.com

german

[stepan]

Hallo german
Ich bin ziemlich von Inktomi überzeugt und finde deinen Nachrichtenfluß sehr kompetent. Inktomi ist für mich neben Exodus
und auch Entrust sowie C1 eine gute Anlage. Dank für die Infos!

Gruß stepan

[german]

@stepan

Ich freue mich über das sehr positive Feedback von Dir. Danke!

Wenn die wichtigen Infos vorliegen, kann eine Kaufentscheidung auf Fakten gegründet werden.

Ich bin langfristig in INKT investiert und derzeit macht es mir noch Spaß, diesen Thread fortzuführen und INKT weiter zu covern.

Mal ein Lob zu bekommen, finde ich prima und bestärkt mich, so weiter zu machen. Für mich persönlich täte ich es sowieso, es hier mit anderen zu teilen und damit einen Beitrag zum Community-Gedanken zu leisten, finde ich halt auch wichtig.

Ein Board lebt auch von dem, was von jedem Einzelnen eingebracht wird.

Gruß

german

[german]

So ist´s recht, aggressive klingt in diesem Fall irgendwie gut in meinen Ohren:


Dain Rauscher Wessels Views I
Author Weiz
Report Source Dain Rauscher Wessels Staff
(Added 9/14/2000 11:05:36 AM)
Categories: Earnings Reports, Stocks To Watch, Up/Downgrades


Dain Rauscher Wessels Views


INKT Strong Buy Aggressive, $200 Target, ’00 EPS estimate of $0.07 and ’01 estimate of $0.30, expands content delivery platform, acquires FastForward Networks. Expect this acquisition to add $25-$40 million to 2001 revenues. 

german

[german]

Wir erinnern uns: Yahoo entschied sich für GOOGLE´s Suchmaschine ....

Google bevorzugt Yahoo 14.09.2000

Wissenschaftler der Universität von Iowa wollen den Nachweis erbracht haben, dass die Sucheigenschaften von Google stark davon abhängen, wer gerade Partner der Suchmaschine ist.

http://www.lib.uiowa.edu/hardin/md/notes7.html
http://www.google.com/

Im vergangenen Jahr veröffentlichte Eric Rumsey einen ersten Beitrag über Google, worin er die für Suchmaschinen außergewöhnliche hohe Zahl von Treffern in Spezialverzeichnissen lobte. Solche Ergebnisse sind aus Sicht der Wissenschaftler wünschenswert, weil diese Verzeichnisse eine hohe Informationsdichte bieten.

Für die hohe Zahl an Treffern ist die besondere Technik der Suchmaschine verantwortlich: Google berücksichtigt im Unterschied zu den meisten anderen Suchmaschinen die Popularität einzelner Seiten und Sites. Die Ausgabe der Ergebnisse erfolgt entsprechend der Zahl der Links, die auf ein Dokument gerichtet sind. Und nicht nur das! Es wird auch berücksichtigt, wie prominent die Sites sind, von denen die Links ausgehen.

Dahinter steckt die Logik, dass gute Informationen Anerkennung finden und häufig mit Links verknüpft werden.

Rumsey sah dies bei vielen medizinischen Verzeichnissen bestätigt. Häufig werden Links in einzelne Rubriken dieser Verzeichnisse angegeben und bei der Suche nach medizinischen Spezialausdrücken wurden dann diese Rubriken aufgelistet.

Doch das war im vergangenen Jahr.

Seither hat sich die Situation laut Rumsey total verändert. Inzwischen gibt Google bei Eingabe der gleichen Ausdrücke keine Hinweise mehr auf die Spezialverzeichnisse. Stattdessen werden immer häufiger Links auf Seiten des Verzeichnisses Yahoo als Ergebnis ausgegeben.

Der Autor vermutet nun, dass die Partnerschaft mit Yahoo zu dieser Veränderung geführt hat. Seit Juni stellt Google die Suchmaschinentechnologie für Yahoo bereit. Und seitdem Yahoo Google-Kunde ist, liefert Google nur noch Links auf Yahoo.

(Ein Schelm, wer Böses dabei denkt - ist bestimmt reiner Zufall)

german

[Duschgel]

Falls es euch interessiert, hier noch ein Statement in deutsch zu Fast Forward

14.9.Nach Bekanntgabe der Übernahme des Streaming Media Softwareanbieters FastForward
Networks gaben Inktomi Aktien (WKN 914850) gestern an der Börse gegen den Trend
ab, berichten die Analysten des Hornblower Fischer Researchteams.


Dennoch dürfte sich die Übernahme für Inktomi als langfrisrtig gutes Investment
herausstellen. Die Streaming Media Technologie erlaube es Internetnutzern
„gestreamten“ Content aus dem Internet zu verfolgen. Im Gegensatz zu
einem herkömmlichen Dateidownload, bei dem der Nutzer eine Datei vom Server des
Bereitstellenden herunterlade, bleibe der Inhalt beim „Streamen“ auf
dem Server des Verschickenden.


So könnten Musik- oder Videodateien zugänglich gemacht werden, ohne das den
Anbietern durch unkontrolliertes Kopieren Gewinne entgehen würden. Streaming
Media biete also eine Grundvoraussetzung zum Musik- oder Filmgeschäft über das
Internet: Der Content bleibe unter Kontrolle des jeweiligen Anbieters.
Quelle: News (c) Aktiencheck



Im übrigen möchte ich mich dem von stepan gesagten anschließen. Vielen Dank auch für die Mühe, die du dir machst, uns hier ständig mit News und Meinungen zu versorgen.

dg

[german]

Duschgel, Danke für die Rückmeldung und das Posting!

german

[german]

 Herr Tilgner läßt grüßen - Nachtrag meinerseits:

Fuchs Hitech
Inktomi kaufen Datum : 06.09.2000


Die Experten vom Börsenbrief Fuchs Hitech raten den Anlegern Aktien der Inktomi Corp. (WKN 914850) zu kaufen. Das Unternehmen hätten die leicht auf 28 US-Cents pro Aktie für das nächste Finanzjahr gefallenen Gewinnschätzungen nicht geschadet.

Abgesehen von einem schwachen Freitag häuften sich die technischen Stärkezeichen. Vor allem die steil fallenden Widerstandlinien über die Kurse seit dem Höchststand bei 250 USD seien überwunden. Dies seien Kaufsignale. Auf dem Weg nach oben treffe die Aktie aber auf eine Reihe von Widerständen.

Wenn sich Investoren im Internetsektor engagieren wollten, die Indexaktien aber meiden möchten, sollten diese Inktomi kaufen.


Agentur : Aktiencheck.de

german

[german]

Der Goldrausch im Internetsektor ist noch nicht vorüber:


Saturday September 16 7:11 AM ET
`Gold Rush` Not Over for Internet Stocks


By Pierre Belec

NEW YORK (Reuters) - The bone-crushing drop suffered by a lot of Internet stocks this spring is no reason to write off the dot-coms, says one Wall Streeter. The reason: The `Gold Rush` is not over for them.

The pounding that destroyed many Internet stocks was actually healthy, analysts say, because it eliminated dot-coms that didn`t have a leg to stand on.

There were lots of winners in the first wave of the dot-coms` incredible growth. The goal in that phase was to capture millions of customers.

The winners were America Online Inc., Yahoo!, Amazon.com (news - web sites), Priceline.com Inc. and e-Bay Inc. What was impressive about the survivors was that they managed to become household names in a couple of years, not the 10 to 20 years it usually takes to become part of the cultural vocabulary.

Big profits will be had in the next part of the race, in businesses that create the things that make the Internet run, said Jim Houlton, portfolio manager for Strong Internet Fund (Nasdaq:SNETX - news).

``The winners will be the new blue-chip companies of technology,`` he said. ``We`re still in the `Gold Rush` days as far as the Internet is concerned and the money will now be in the providers of Internet products and services.``

Strong Internet Fund`s recipe has worked nicely. The mutual fund has grown its assets to $100 million from just $1 million on the first day of trading in January this year, according to Houlton. The fund, a unit of Strong Capital Management, based in Wisconsin, is up 7 percent so far this year.

Houlton`s pick of winners include Cisco Systems Inc., Juniper Networks Inc., Sycamore Networks and Inktomi Corp. Also, Ariba Inc. and Verisign Inc.

While many dot-coms have crashed and burned, Houlton said the Strong Internet Fund has surged because it doesn`t bet on concept stocks. Instead it focuses on suppliers that grease the Net`s wheels.

Most Net firms may have great concepts but great ideas are a dime a dozen. Their business models can disappear overnight after the new kid on the block comes up with the next brainstorm.

So the Wall Street smarties say play it safe and they recommend buying into suppliers of systems that make dot-com companies work.

The Next Great Opportunities

The flood of information that is being crammed into the Net has led to bottlenecks and there are big payoffs for companies that make stuff that can free up the traffic jams, Houlton said. Also, billions of dollars are being spent by companies to build out their sites to reach to their customers and employees.

The list of people online keeps getting longer. The number of U.S. online households shot up 42 percent last year to 40.5 million, according to Veronis Suhler, a merchant bank that specializes in media industries. Spending on Internet-related stuff jumped 52 percent to $9.4 billion.

By 2004, Veronis estimates, 67.1 million American households will be plugged into the Net and spending will increase 9.2 percent to $14.6 billion. Advertising on the Internet soared from just $1.9 billion in 1998 to $4.6 billion last year.

One of the fastest growing areas is business-to-business or B2B, which is bringing together buyers and sellers with specific common interests. Just this week, the Federal Trade Commission approved a humongous online venture that would let five of the biggest carmakers -- including General Motors Corp., Ford Motor Co. and DaimlerChrysler A.G. -- buy $300 billion in parts each year.

Even powerhouses such as America Online and Yahoo! are jumping on the bandwagon and setting up e-commerce sites for industries.

But it`s been a lean year for investors trying to make money from picking the right Internet stocks after a lot of them imploded in the spring with some freefalling more than 50 percent between April and May.

The Nasdaq composite index, which is laced with technology stocks, is still struggling. Part of the problem is that it often takes a market a long time to rebuild itself up after undergoing the type of shakeout that the Nasdaq experienced.

Nine months into the year 2000, the Nasdaq is off 3 percent. At the same time in 1999, it was up an impressive 25 percent and finished the year with an incredible 86 percent gain, the biggest annual increase ever recorded by a U.S. stock market, thanks to the Internet.

WHAT WENT WRONG?

``In May, the fat was in the fire as our warning against holding Nets on margin led the reckless toward dreaded margin calls,`` says James Dines, publisher of the Dines Letter, and one of the original Internet gurus. ``It was precisely April`s wild bullishness and entry of day-trader gamblers into the arena that was the tip-off to the selloff.``

The shakeout in the spring wrecked a bunch of the new companies, which only had a flimsy business plan. As a result, investors who got burned badly haven`t gotten over the market-stress, and this has made it tough for the dot-coms to stay in business.

Companies that were relying on their inflated stocks to pay for the high life, were forced to go on a crash diet. A lot of them found it impossible to stay in business and rolled over and died.

The dot-coms had managed to stay in business because investors fantasized about becoming rich from owning these stocks. And their infatuation for anything with a ``.com`` had encouraged the start-ups to feed the greedy investors with even more stocks.

After the bubble burst, many dot-coms whose stocks traded at a mind-boggling 2000 times future earnings, despite their lack of prospect for earning a dime, were pushed into bankruptcy or were sold at fire-sale prices.

In today`s difficult money making environment, the average investor recognizes the risk of owning these tech stocks is greater than the risk of being out of the sector.

The flood of cash from venture capitalists also dried up during the meltdown. Now, venture capitalists think twice before jumping on board some of the `New Economy` companies.

Meanwhile, pink slips are still being handed out at warp speed by dot-coms.

Job cuts by dot-coms leaped 55 percent in August from a month earlier, according to Challenger, Gray & Christmas Inc., an international outplacement firm. In August, 4,193 jobs were lost compared with 7,592 in July. Since December, 169 companies handed out 11,785 walking papers.

The biggest cuts were among dot-coms that specialize in retailing, with the total standing at 3,562 since December.

Don`T Cry For Me...

``Even though many companies are closing or downsizing, there are plenty of others that are growing, particularly traditional companies that are moving onto the Internet,`` said John Challenger, chief executive officer of CG&C.

``As a result, there is still an extraordinary demand for people who can build Web sites, create online marketing programs and develop Web-site content,`` he said.

Challenger said a fired dot-com worker can be an asset.

``Workers are even more hirable after having worked in a firm that struggled or did not make it,`` he said. ``Prospective employers see it as a valuable learning experience.``

For the week, the Dow Jones industrial average was off 293.65 points at 10,927.00. The Nasdaq composite index fell 143.37 to 3,835.04 and the Standard & Poor`s 500 index was off 28.71 at 1,465.79.

(Questions or comments can be addressed to Pierre.Belec(at)Reuters.Com).

german

[german]

Inktomi Deals For A Livelier Web
CMP Media Inc. -  Saturday, September 16, 2000

Sep. 15, 2000 (InformationWeek - CMP via COMTEX) -- Inktomi Corp. is looking to tap the growing market for live online broadcasts with a $1.3 billion all-stock acquisition of startup FastForward Networks. The network infrastructure company will combine its widely used content-caching and management wares with FastForward`s scalable software to support increasing demand for Webcasting live streaming media to large audiences.

"Consumers are used to TV-quality video, which is where Inktomi is headed," says Yankee Group analyst Alex Benik. Inktomi (INKT-Nasdaq) will combine its Traffic Manager product with FastForward`s broadcasting software, he says. Inktomi will compete with CacheFlow, InfoLibria, and Network Appliance, Benik says. The acquisition is expected to be completed by year`s end, after which FastForward will operate as Inktomi`s media division, led by Abhay Parekh, FastForward`s co-founder and CEO.

Live streaming media is a niche market because it is bandwidth and server-resource intensive and can slow or crash sites. Inktomi would sell to its content-delivery customers such as Adero, AT&T, and Digital Island. Large companies with far-flung sites could use it to support similar live events.

The deal further transforms Inktomi from its search-product roots into an even larger content-caching and management products force.



http://www.iweek.com/

german

[german]

Dueling Alliances
CMP Media Inc. -  Saturday, September 16, 2000

Sep. 15, 2000 (LTH - CMP via COMTEX) -- Two heavy-hitting equipment vendors-not the content delivery providers themselves-have decided that delivering Web content to the edges of Internet protocol (IP) networks is definitely not up to standard. Open standards, that is: They`re spearheading individual efforts aimed at getting around or ahead of the proprietary technology that leading content delivery provider Akamai Technologies Inc. (Cambridge, Mass.) uses to deliver bandwidth-intensive content to the edges of IP networks. They hope these drives will let them sell their own content delivery solutions.

Cisco Systems Inc. (Santa Clara, Calif.) got involved late last month by forming a "Content Alliance," a group of backbone providers, Internet service providers (ISPs), Web hosting companies and technology vendors that will work to make content delivery services interoperable and take its solutions to the Internet Engineering Task Force (IETF) later this year. At the same time, caching software vendor Inktomi Corp. (Foster City, Calif.) announced a similar effort called the "Content Bridge."

Each group has its own roster of high-caliber members. Cisco`s alliance claims Cable & Wireless North America (Vienna, Va.), NaviSite Inc. (Andover, Mass.) and PSINet Inc. (Herndon, Va.), as well as caching hardware vendor Network Appliance Inc. (Santa Clara, Calif.). Inktomi`s group boasts Adero Inc. (Boston), America Online Inc. (AOL, Dulles, Va.) and Exodus Communications Inc. (Santa Clara, Calif.). Some providers, including Digital Island Inc. (San Francisco) and Genuity Inc. (Burlington, Mass.), are hedging their bets by joining both groups.

Playing both sides of the fence makes sense, says Greg Howard, principal analyst at HTRC Group (San Jose, Calif.). Both Cisco and Inktomi have a lot of influence in the emerging content delivery market, Howard says, and it always pays to be connected to a winner. The two groups could even merge, although Howard believes that it`s unlikely.

Sehe ich vorerst auch so. Bleibt aber ein nettes Gedankenspiel.



http://www.teledotcom.com/

german

[german]

So, die 250 Beiträge sind voll und ich schließe diesen Thread. Keine Panik, ich mache ich einen Fortsetzungsthread auf.

german

[german]

Ich ziehe ihn mal hoch, damit sie wieder näher beieinander stehen.

german