CheckFree Holdings Corp. (CKFR), the next Dell, Intel? Message Board

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

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To: Benny Baga who wrote (6359)	6/15/1999 4:01:00 PM
From: g_m10	Read Replies (2) of 20297

Just got to computer and trying to catch up. Well, price is down again, may be it explains negative mood on the thread, but I liked the notes from the conference that were posted here. A few humble thoughts. 1. No 40c losses were announced. My reading was that they can afford to spend up to 40c per share and still break even. 2. Free trial is a very good deal. Let's compare to wireless. Don't have references handy, but recall that wireless providers consider spendings to get a new customer justifiable if it pays off in 3 years, not one. And they never been close to 99% retention rate. I don't want to compare to portals. CF will be getting paying customers, not eyeballs. BTW, can they start selling eyeballs as well? In their own customers' bills, CF is free put any advertising they want. 3. CF doesn't abandon previous strategies. This new one will complement existing ones. Nothing wrong with it. Hope will be able to listen to replay from CC tomorrow.

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