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Technology Stocks : CheckFree (CKFR)

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To: Mark Fowler who wrote (1998)	2/26/1998 2:14:00 AM
From: TLindt	of 8545

>>>Why Integrion won't keep Microsoft out of the banking business. I posted that one up a few weeks back....good article.....should have been titled 'Why Integrion came running to CheckFree' IMO. Everybody owns MicroSoft(me too).....but they don't own Everybody...YET, Thank God! Besides 10% to 15% of this market won't mean diddly to MSFT....but will be enough to make this very profitable for CheckFree. I think the online banking community is at 2.8m, CheckFree has 2.2m, and I don't think MSFT has 1 yet. There is no sizable reward for accumulating MS for this play...I like the Monopoly OS reason better for reward. 'Lead.........and........Speed' will win this one because the trend is in motion. It will take MSFT a good year or two, if not three to catch CheckFrees Lead....if they get them at all. They haven't caught Intuit in that time frame.....and they too are light years ahead of MicroSoft when it comes to what each can do on the Web FINANCIALLY. I'm looking at a narrow time frame here 24 to 36 months.......In that frame of time MSFT won't dominate diddly.......My 2 cents. BTW I believe price is going to break hard at this level....TA points to bear to mixed.....my money is bullish.

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