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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel?

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To: Charlie Smith who wrote (1338)1/17/1999 1:11:00 AM
From: TLindt   of 20297
 
So if you're CKFR you pick your strengths (as we talked earlier - front ends don't appear to be one of them) and where you're weak(er) you ally with somebody good. It appears to me that BLLS may be a partial solution to this problem.

You know I read everything at least 2 times, because I'm stupid. Did I read that right?

What I got out of BLLS...is that their plan is this...

Message 7152551

Main thing I came away with is they take a medium sized biller or small biller 100 bills a month and up....and say ok.

10 of your customers want their bill by e-mail...NetDelivery, 75 want them sent to their Bank..50 CheckFree/25 Transpoint, 5 want them at the billers site CyberCash, 10 want them to Quicken/Money.

They will set the small guy up with the same distribution channel choices without the expense of creating and maintaining every one. They will do that, and then resell it to smaller billers that can't afford to do it themselves.


I thank you in advance...for your help in looking into this....but I'm not quite sure how they could help out on the Front-end we've been talking about...unless it is to consolidate the consolidators one time and then resell the consolidation to small and marginal billers....In the front end term.
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