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Technology Stocks : CheckFree (CKFR)
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To: Brian K Crawford who wrote (4899)6/6/1998 11:14:00 AM
From: jjs_ynot   of 8545
 
There are a number of other stories that can be woven. The punch line I think is that the street views this as a 35 percent grower and is nominally paying in the ballpark for that growth rate. One of two things will have to happen. It will have to be come clear that revenue growth is much larger that 35 percent (I'm not sure how likely that is) and get the multiple of some of the internet stocks that grow 100 percent per quarter.

Alternatively, the margin expansion that comes with economy of scale will have to become apparent. This I believe is the likely scenario and will need to be demonstrated before believed by "The Street".

My thoughts FWIW.
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