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Technology Stocks : CheckFree (CKFR)

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To: kolo55 who wrote (46)	12/7/1996 7:17:00 PM
From: kolo55	of 8545

Microsoft deal might neutralize competitive threat from this sector. The recent deal with Microsoft might neutralize competitive threat from Bill Gates boys. Microsoft can focus on providing user(consumer) interface software, while CKFR can focus on setting up and maintaining the massive computer systems and bank/vendor interface systems. The number of viable competitors is getting smaller. BTW in the last posting I made a mistake in my eyeball math; the electronic billing business could be as big as 10-15 times the electronic payment business. Sorry, Paul

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