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Inktomi Corporation (INKT) Message Board

  • Guerilla_Strategist Guerilla_Strategist Aug 2, 1999 7:51 AM Flag

    INKT Longs: next three weeks...

    will be the ultimate test for stocks like INKT,
    EXDS, and DCLK. If INKT can hold above 90, then the
    late September rally will be sweet. If not, then the
    pre-earnings runup in late-Sept and early Oct may be somewhat
    stunted.

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    • Found these little gems in my mailbox. The last
      one is my favorite:

      It's hard to believe
      people can be that stupid.
      SPOD (Stupid People of the
      Day)

      I am a medical student currently doing a rotation
      in
      toxicology at the poison control center. Today,
      this
      woman called in very upset because she caught her
      little
      daughter eating ants. I quickly reassured her that
      the
      ants are not harmful and there would be no need to
      bring
      her daughter into the hospital. She calmed down, and
      at
      the end of the conversation happened to mention that
      she
      gave her daughter some ant poison to eat in order
      to
      kill the ants.
      I told her that she better bring
      her daughter in to the ER
      right
      away.

      *********************************
      Seems that a year ago, some Boeing employees on
      the
      field decided to steal a life raft from one of
      the
      747s. They were successful in getting it out of
      the
      plant and home. When they took it for a float on
      the
      Stilliguamish River, they were quite surprised by a
      coast
      guard helicopter homing in on the emergency locator
      that
      is activated when the raft is inflated. They are no
      longer
      employed here.
      ********************************
      The
      instructor was demonstrating the wonders of
      static
      electricity to his class at MIT. While holding a
      plastic
      rod in one hand and a wool cloth in the other, he
      told
      the class, "You can see that I get a large charge
      from
      rubbingmy rod..."
      That was pretty much the end of
      learning for that
      day.
      ********************************
      I worked for a while at a Walmart store,
      selling
      sporting goods. As an employee of Walmart you
      are
      sometimes required to make storewide pages, e.g.,"I
      have
      a customer in hardware who needs assistance at the
      paint
      counter." One night a tentative female voice came
      over
      the intercom system with the following message: "I
      have
      a customer by the balls in toys who needs
      assistance."
      *********************************
      A police officer had a perfect hiding place for
      watching
      for speeders. But one day, everyone was under the
      speed
      limit, the officer found the problem: a 10 year old
      boy
      was standing on the side of the road with a huge
      hand
      painted sign which said "RADAR TRAP AHEAD." A
      little
      more investigative work led the officer to the
      boy's
      accomplice, another boy about 100 yards beyond the
      radar
      trap with a sign reading "TIPS" and a bucket at
      his
      feet, full of
      change.
      *********************************
      A carpet layer had just finished installing carpet
      for
      a lady. He stepped out for a smoke, only to
      realize
      he'd lost his cigarettes. In the middle of the room,
      under
      the carpet, was a bump. "No sense pulling up the
      entire
      floor for one pack of smokes," he said to himself.
      He
      proceeded to get out his hammer and flattened the
      hump.
      As he was cleaning up, the lady came in. "Here," she
      said,
      handing him his pack of cigarettes. "I found them
      in
      the hallway." "Now," she said, "if only I could find
      my gerbil."

    • there are those who feel that Mr. G will hike
      rate regardless of any upcoming reports because the
      reasons behind his prior cuts never really materialized
      like he anticipated. So now he's just taking back
      those cuts, that's all.

    • I don't know if they will hike the 1/4 point now
      or just lean that way and hike it next time. I think
      it would be better just to get it over and raise the
      1/4 point now. Bond market already has accounted for
      the 1/4 point. Unfortunately, there may be one more
      1/4 point rise on the horizon after that.

    • expectation is 1/4 point hike, you think?

    • ... I am shorting amzn. Got back into my short
      position when I realized, if a net collapse did happen, I
      have nothing to protect me but some covered calls.
      Needed more than that. Amzn is the obvious short
      choice.

      I am not saying amzn can not sell like crazy, their
      problem is, they are not making money on their sales. I
      think amazon's future is in a break up of their current
      businesses into smaller business. Profit centers, if you
      will. The small e-tailers are the ones making money.
      Amazon is trying to be a Wal-Mart on the internet.
      Problem is, it took Wal-Mart many many years to get their
      distribution centers in place and they did it with their own
      money. Amazon is trying to do it too quickly.


      E-tailing will grow, with or without amazon leading the
      way. I buy nothing without first checking the
      internet. I haven't been to Sports Authority in over a 4
      months, and I buy a lot of sporting goods. I very seldom
      buy from amazon, except for a few books.


      Inktomi is in the right business. Let the e-Tailers beat
      each other out on price wars. In the mean time,
      e-Tailing grows and inkt's business grows.

      Basicly,
      I am short amzn, and long inkt, yhoo, aol, csco,
      rfmd just to counteract a major net fall a little bit.
      If nets take off, I think amazon will lag a bit but
      I will still gain.

    • If Amazon, one of the leading retailers were not to make it how would that effect Inktomi's budding e-commerce business?

    • We are all on shaky ground until at least the 24th. Hang in there. Don't push that panic button.

    • Any age, any type, any way. Credit terms availible. Please use SCH to buy your shares.

      Thank you.

      Beg Short Term

    • closes around the day's low so far...that's the
      head and shoulders confirmation. Either short it again
      and be prepared to hold through a rally that has
      almost no chance of holding, or wait for the rally and
      short it.

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