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: Ron S who wrote (6946)	7/3/1999 1:11:00 AM
From: Sam Biller	Read Replies (1) of 20297

Ron, Here is the best I could do to update the summary. Regarding the Deutsche Banc upgrade... I already had them listed in the Strong Buy column which was a mistake. I had incorrectly thought that Buy was Deutsche's highest rating. -Sam Analysts Consensus Summary Strong Buy - 1.0 : 9 Buy/Outperform - 2.0 : 5 Hold/Sell - 3.0 : 3 Unknown: 3 -------------------------------- Total: 20 Avg: 1.65 # Firm Last Date Target Comment Analyst ---Strong Buys--- 1. US Bancorp Piper Jaffray 04/28/99 $68 Steve Franco 2. JC Bradford & Co 06/24/99 $55 Bob Bolen 3. Pacific Crest 04/28/99 $65 Steve Olson 4. ABN AMRO Bank (1) 06/24/99 $50 Glenn Greene 5. Deutsch Bank 06/24/99 $65 Upgrade James Marks 6. Wheat First Union (1) 03/09/99 $60 Charles Wittmann 7. Legg Mason Wood Walker Inc (2) 03/09/99 $42 Pawan Malhotra 8. SunTrust Equitable 04/22/99 $60.5 Jefferey Baker 9. JP Morgan Securities (1) 04/28/99 $80 Rai Archibold ---Buy/Outperform--- 1. BancBoston Robertson Stephens 01/27/99 $?? ??? 2. BT Alex Brown 03/09/99 $?? Cato Carpenter 3. ING Baring Furman Selz LLC 05/24/99 $80 Brian Maimone 4. Hambrecht & Quist LLC 03/??/99 $?? Genne Combes 5. Fifth Third/The Ohio Company 12/09/97 $45-50 Mark Koprucki ---Hold/Neutral--- 1. Lehman Brothers Inc 03/04/99 $15 Patrick Burton 2. Salomon Smith Barney 06/24/99 $20 Richard Zandi 3. E-Offering 06/24/99 $?? Gary Craft ---Unknowns--- 1. Williams Capital Group 01/29/99 $?? Michael Chung 2. New Japan Securities Int'l ??/??/?? $?? 3. Security Capital Trading ??/??/?? $?? Valuation Comparison, As of 7/2/99 First Call First Call IBES 2000E LTM Financial Zacks Price Mkt Val Mean EPS Mean P/E Mean% PE to Sales P/S # Analysts/ Tkr 7/2 ($MM) C99E C00E C99E C00E Growth Growth ($MM) Ratio Avg Rating CKFR 31 1600 0.05 0.08 619 387 44 8.8 234 7.2 11 / 1.55 AOL 115 125220 0.34 0.56 339 206 49 4.2 2,600 48.2 37 / 1.32 YHOO 178 40196 0.39 0.56 457 318 57 5.5 203 197.7 27 / 1.89 EGRP 40 9315 (0.25) 0.13 - 307 38 8.0 245 38.0 12 / 1.54 INKT 136 6662 (0.44)(0.14) - - - - 20 326.1 12 / 1.83 PPOD 9 155 (1.09)(0.65) - - n/a n/a 69 2.2 6 / 1.92 ---Open Questions--- 1. Looking to fill in Question Marks. ---Notes--- (1) Highest rating is Buy. (2) Assuming that Legg Mason's highest rating is buy. ---Revision History--- 7/3/99 - Revised after TEX fiasco 4/28/99 - Revised coverage after earnings release 4/23/99 - Updated Analyst names 4/22/99 - Added SunTrust Equitable coverage 4/21/99 - Adjusted firms based on Equity Ratings Systems 4/19/99 - Reflects coverage by E-Offering and move of G. Craft 4/17/99 - Revised Valuation Comparison 4/17/99 - Added Williams date of report based on Nelson Research Report 4/17/99 - Added Security Capital Trading based on Nelson Research Report 4/17/99 - Added New Japan Securities Int'l based on Nelson Research Report 4/14/99 - Updated JP Morgan price target based on SI post 4/5/99 - Revised Valuation Comparison 4/1/99 - Added Valuation & Financial Statistics Comparison Table 3/31/99 - Coverage Initiated by Pacific Crest at Strong Buy 3/29/99 - JP Morgan Analysts notes - reiterates buy w/ price target of $50 3/19/99 - Added Piper Jaffrey price target from Business Week article 3/16/99 - Added Analyst name to list 3/13/99 - Moved JC Bradford from Buy to Strong Buy due to incorrect Zacks information Please post any update information on SI, Yahoo or e-mail to sbiller@iname.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next