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Technology Stocks : CheckFree (CKFR)
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To: p friend who wrote (5601)7/4/1998 10:58:00 AM
From: jjs_ynot   of 8545
 
Benny,

Note the following excerpt from BARS analysis:

Potential winners: The infrastructure contractors such as Bluegill Technologies, E Docs, Just-in-time Solutions, Net Delivery, Trisense Software and Xerox.

Of the potential winners I observe (correct me if I am wrong):

1)There is only one public security (Xerox) which is unlikely to derive a significant amount of earnings from e-commerce for the forseeable future compared to the rest of their enterprise.

2) Several of these have their greatest claim to fame as association by inference with CKFR
Just-in-time uses CKFR processing to accomplish their billing
e-docs has no product and greatest claim to fame is hiring ex-CKFR senior sales executive and getting venture capitalists to pony-up money

3) All of the listed companies (including a spin-off from Xerox) appear to generate significant underwriting fees.

Happy 4th to one and all.

dave
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