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

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To: TLindt who wrote (8783)8/5/1999 12:12:00 AM
From: Dwight E. Karlsen  Read Replies (1) of 20297
 
Re INTF. Yes..but it's a tiny, tiny company. True, not overvalued. But the overall qtrly sales y/y only increased in the middle single digits. Yet, "an almost 200% increase in sales of its Document Server and Internet Application software products contributed to increased revenue.." I don't get that. They mentioned some printer stuff that they discontinued, so I guess that was why the meager y/y increase in overall sales?

Another thing that concerns me is that it seems as though their product is geared toward mainframe "legacy" data. Nice, and probably steady work, but for example, a regional bank here in the Pacific NW (Washington Mutual Bank/WAMU) has recently converted its branches to a brand-new IBM OS/2 system...flat-panel screens, mouse driven, etc. Not legacy. I know from my job-related business dealings with WAMU that their headquarters still uses the same old legacy system, but they are completing an overhaul this fall to make their systems Y2K compliant (they're really cutting it too close for comfort, IMO). WAMU is also bringing web-banking online this fall, also.

So...my question is, do INTF internet bill-server software products work on client-server OS, like WinNT or OS/2?

TIA
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