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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel?
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To: Ron S who wrote (4787)4/20/1999 5:49:00 PM
From: TLindt  Read Replies (1) of 20297
 
The fundamental problem with Gary Craft's ideas and recommendations is his favorable selection of fringe players and negativity on the market dominant-market leader. If there is one lesson of the stock market in the past several years, it is the dramatic outperformance of the biggest companies to the detriment of the secondary players.

That is a very keen observation....and being a leader of market share...CheckFrees results this quarter will effect internet plumbers pace more so then the much watched Hardware folks, CPQ DELL etal, which have their own paridigm shift to deal with...ie cannibals selling the same product for fewer and fewer dollars, like a VCR, and have absolutely nothing to do with this segment UNLESS shipments are off overall.

Point? VCR sales could be way way up on low margin...and nobody is making money on them....but since more folks have one they buy more media. AND since I'm not into Hardware...I don't care if they lose there collective butts giving away Computers at ever lowing prices eating each others dog, just as long as more folks tune into the Internet Movie...that the match that lights this rocket...to hell with hardware margins...follow the sheep.
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