I ain't being defensive, if anything I'm more pissed at the happenings than anyone....I think mamnagement did a piss poor job of forcasting future earnings....IMO, Pete was out of line even commentoing on them last Q. but I will say this, I don't think this is the end of CKFU. And if you are a big fan of the MSFDC alliance, guess again, because while this gives them time to change attitudes towards how they will conduct business, you'll be the biggest fool ever(and then you can call me on the carpet for it) to think that anyone you;'d even think that MSFT has no notives in cremating the FIs.
They put it up on the table a year ago, and no mattter how much they try to erase that position, it will ring eternally with the banks that MSFT wants to not only own them, buy kill them....IMO, when you get a consortum of heavy weights working in conjunction, MSFT is going to lose......And for FDC, I have been hearning these things that they might have to pull the p-lug on the venture, just so much bleeding a flowndering company like them can support.... |
