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

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Robert Sloan who wrote (7487)	6/30/1999 7:11:00 PM
From: Glenn Nelson	Read Replies (1) of 20297

As Robert said "Checkfree's price performance is starting to remind me of some other great companies. Their stocks have never recovered from a few negatively perceived events." Qualcomm is one of those stocks that never seemed able to recover from bad news - bounced around roughly between 35 to 70 for more than 2 years. All along they were building revenues in a strong and steady fashion. Good news or sometimes no news would cause a run up near 70, then a fast plunge back to 50s if I remember correctly. Bad-mouthing by Ericsson and other GSM players and collapse of SE Asia was mostly to blame for the cap on the stock. Even though the company was often mentioned as a technology leader, nothing could get it out of the doldrums. But when QCOM settled with Ericsson, everyone else thought the sky was the limit - and look what happened. I think there's a great deal of similarity to CF situation - healthy mid-size company with a great product, but everyone thinks there must be at least 10 giant companies waiting to stomp them.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next