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Technology Stocks : CheckFree (CKFR)
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To: Brian K Crawford who wrote (4899)6/6/1998 11:21:00 AM
From: Brooks Jackson  Read Replies (3) of 8545
 
<<CF needs some sizzle. ... Wall Street may have the company assessed as: ...owns a big share of a boring, grinding, low margin biz>>

Boring like Gillette. Boring like Coca-Cola. Plus, the margins are high and going to get higher.

We should be thankful that the hot-money crowd hasn't figured this one out. If markets were efficient, bargains like CKFR wouldn't exist.

When I want excitement, I short stocks like CFON and XCIT. But my retirement money is riding on CKFR. (OK, not all of it. But a lot.)

Boring won't look so bad in a year, two years, three years...
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