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: Robert Gintel who wrote (7618)	7/1/1999 8:51:00 PM
From: TLindt	Read Replies (1) of 20297

>>>Conversely, I think of selling, when the thread starts exhuberant cheerleading, setting ridiculous price targets, and complains that management may be selling us out too soon before the stock price reached some of our very lofty individual price targets. As you will recall, I was very uncomfortable with all the eyahhhing going on here and I cautioned restraint. I warned there was always something unexpected that could come out and bite you, especially with checkfree. Double edged sword eh?...I thought of selling and already had unloaded traders by the time all you folks wanted to come up and talk to woody the 2x4 in Michigan.....I don't think the price targets are ridiculous longer term. I didn't like the yahoo deal...still don't for 3 billion, they have a powerful currency in their stock and it costs them nothing to create it being a leader, their is a conflict however...unless the price is right. AS AN EXAMPLE the Lycos's purchase of Who'sWhere...Excite had used Who'sWhere for E-mail up until Lycos bought them...then Excite started with a new Service from scratch chucking Who'sWhere on their NetWork...lest Lycos get the eyeball exposure credit advertising et al. And therefore I suppose if Yahoo! would have knocked off CheckFree none of the other dominate portals would have hooked up with a Yahoo service for their users, in addition to Banks, and that would have ground the service into a narrow segment within one portal network, Just Yahoo! That is not acceptible, at this point since e-bill is no where's near the penetration of e-mail with the masses. Sometimes I just explain what I feel and don't say what I mean, because the whole idea is assinine. Screwed up on the spelling I'm sure.

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