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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel?
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To: Rob C. who wrote (6791)6/23/1999 3:50:00 PM
From: TLindt  Read Replies (4) of 20297
 
>>>Not a great plan, helping the competition

What I thought was the strange thing today...and I listened to both calls and that was the Banks were saying that they were creating something which doesn't now exist in the market.

On the CheckFree call....CheckFree was pretty sure that what the Banks were going do was pretty close to what CheckFree was already doing. And they even went so far as to compliment them on their choice of model...thin consolidator vs. transpoints thick model.

I guess it just wouldn't be newsworthy to have a press conference saying after Piloting both models & methods....we chose to duplicate the one we like the best for distribution

Pete said in the January 1998 1st Q call that this was a biller war...Last August he said the segment was about distribution. Seems the war is now over turf on the distribution side, as they have been at War on billers for nearly a Year.

What I see here is if you are competing for billers...you also need the distribution points...otherwise why would a biller go with you if you can't distribute? Seems they are solving this.

And yes Dorothy distribution includes portals....they know that too. Hopefully CheckFree didn't sit on that one too long.
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