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Technology Stocks : CheckFree (CKFR)
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To: TLindt who wrote (1330)1/27/1998 10:59:00 AM
From: chirodoc   of 8545
 
<<<<Makes me want to quad the position in the teens.

......i don't think the respect for msft and paranoia about ckfr go deep enough to bring us into the teens. low 20's seems to bring in a lot of buyers.

.......every time there has been a threat, it has evaporated. i am guessing that with msft's forays into media, NT, internet, enterprise software, etc.and their difficulties with the justice dept. that they have their hands full.

...............establishing a whole new enterpise to compete head on with ckfr would be difficult--altho' not impossible.

.......possiblity is that they try to buy someone like cych etc. to get into it. but how many businesses can they be in successfully?
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