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: jjs_ynot who wrote (7856)	7/9/1999 9:07:00 AM
From: Charlie Smith	Read Replies (1) of 20297

dave: Investment services business is basically a service bureau. Growth has come from consolidating a declining market. Many managers (particularly small and mid sized ones) have pulled reporting in house over time as PM software improves (Advent, primarily). Web may cause a minor rebirth of this line as data movement gets more seamless, but my guess is CKFR is getting ready to sell it. Recent naming of Polashock as President may be precursor to an announcement. One analyst speculated as much in a recent report, but I can't find the URL. Charlie

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