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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel?

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To: zuma_rk who wrote (6322)6/15/1999 11:52:00 AM
From: Benny Baga  Read Replies (3) of 20297
 
>>>"Why the heck was this call even necessary?"

Well, IMHO, I thought it was well done. I agree there wasn't a whole lot of new information. I guess the main thrust was that Management has decided to take the plunge. Over the last two quarters you got the feeling that CF was riding the fence on profits vs. strategic investment (with earnings revisions both quarters). I suspected this news was coming, and I'm happy they released it now, instead of waiting until August. I also didn't expect any Yahoo announcement because it could inflate the short term share price, and scare potential investors in the SPO.

Benny(IMHO)
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