Working All Day, But Trading Behind the Bosses Back Thread Message Board

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Strategies & Market Trends : Working All Day, But Trading Behind the Bosses Back Thread

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To: Cymeed who wrote (229)	1/28/1999 10:10:00 PM
From: Mark[ox5]	Read Replies (1) of 779

Cymeed.. for curiosity sake , since you seem to know this stock well.. can you explain the following....... "By the way, one of the factors depressed their stock was their competitor - Transpoint. Transpoint is a J.V. among Microsoft, FDC, and Citibank. " #1 : can you explain how CKFR could beat a consortium with such deep pockets and technological know-how? (MFST, CITIBANK?) #2: How different are the 2 technologies... and could those billers use both technolgies or is it like VHS/BETA where only 1 will be picked? And I disagree that it's not an internet stock; e-commerce is going to be the #1 money maker on the net. (besides sex sites! hehe) The designers (such as BVSN) and any other niche monopolies (like CKFR could potentially be) will profit immenseley. P.S. Where is VISA in all of this? They sound like they should be involved in this arena. As for your last question....If you believe in the stock, I give you the same advice I tell my coworker who had 300 AOL shares a few months ago.. and asks me once a week "should I sell them now?" .. I say.. well you had 300 shares a few months ago, and 600 now (after the split), and after the upcoming split they just announced 1200 shares... of an industry gorilla.. in the fastest growing segment our economy has ever seen. What do you think? grin Steve Case sits on a lot of influencial boards... even corporate america can see how important it will be to have his ear. (their only weakness to me is cable modems) They should buy ATHM in my mind, but hey Im not a CEO grin So if, as you say, CKFR will have the de facto standard for this infant industry, then just be patient... pseudo-monopolies can be a great thing (just ask MSFT) <when I saw pseudo monopolies I mean when MSFT says "hey we arent a monopoly, Apple owns 5% of the market!!> I will start following it to see how it does... I just wish it had 5M float instead of 30M :) Keep us informed, Mark

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