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 Sloan who wrote (7832)	7/8/1999 9:01:00 PM
From: TLindt	Read Replies (3) of 20297

Now..If you listened to Pete in the disaster conference call, he said and I paraphrase. We have been competing with banks on the commercial side for over a year and have been very effective winning most of the time...BECAUSE THEY DON'T HAVE A SERVER....key word there. Well they do now, or are building it....and OFX based one at that. OFX is a double edged sword....it opens up a market by creating a standard that all adhere too...yet allows for duplication. And if you listen to Pete...this whole segment is a biller war, and a distiribution war. And you know what? He's right...for if you don't have any billers bills to send or places to send them too...you ain't got nothing. And after all if Intuit can put together an OFX beast..why not a few Banks with a billion bucks or so? Keep in mind though..that even Intuit has taken 14 months to bring it to pilot and they invented the standards along with MicroSoft and CheckFree. How long will it take the Banks?...How long will it take TransPoint to be effective?...How long then for the Exchange of Bank of America? I argue simply this, they ain't doing it tomorrow...but it is damm evident today that they are after us....so the ass kissing party is over. I don't know who started it or why...was it CheckFree getting hooked up with Portals and Brokers cause they wanted the marketing potential that sticky eyeballs bring too, and not just a bank hand me? I don't know...but I do know this...CheckFree has been successful competing with Banks and TransPoint for Billers(commercial side)....they did't have a server.....Now...Portals like Yahoo!, InfoSeek, Excite@Home, Lycos don't have any billers or a server..but yet want to get in the space too for them sticky eyeballs because they got the potential customers(retail side)...the same customers the banks claim they own too. It all boils down to a damm war over you and me. Everybody wants us to come and visit buy and look. Brokers pay Yahoo! and Excite and all of them for hits...think the portals want to surrender hits and traffic to bank sites...no...no..no....that's not how it works. There is a big ass war brewing here today and we are the prize, consumers. Currently CheckFree owns all the Nukes on this War..they can be bought out or bid out by any player involved here..and they do hold the power to make this happen right now...not a year from now...right now. Their Pay Anyone service has yet to be even attempted to be duplicated effectively. I figure it this way the stakes are so high, and the returns potentially so great...the first one to get pressured in the space and might lose us long term...will bid the shit out of this thing to gain control and leadership. In summary...I don't know who will win..but we got the best hand in the card game...IMO. That don't mean we got control...it just means we hold the aces to do it all today. Nobody else on the planet has that, but us. So how much is that worth to one of these giant distribution networks who might well get squeezed out of this space? I figure it's worth a lot of money.

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