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

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To: Rob C. who wrote (8529)7/30/1999 9:19:00 PM
From: Sweet Ol  Read Replies (2) of 20297
 
I don't say much, but I have been lurking for a couple of years. Over that time I have only bought, never sold. At this time I have no intention of selling. If you have not read "Crossing the Chasm", you need to read it. CKFR is a classic in the pattern. WE (the "early adopters") know that EBPP is going to happen, it is just a question of getting enough momentum. The EBP customers are the very tiny left hand edge of the old bell-shaped distribution curve. When the great unwashed masses in the middle finally realize this is a good deal, the rise in usage (and CKFR prices) will be meteoric.

I have been up and down in this stock and eventually the greater risk is being left out than the downside. But, I don't think it is going to happen this year, maybe not next year, but it IS going to happen.

Patience is the operative word. You don't want to lose your sense of proportion like that day trader in Atlanta.

I expect to have some substantial cash free up in the next few months and I expect to put a fair bit in CKFR. Probably buying on dips.

Anyway, that's how this long feels.

Best to all!

JRH
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