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: Rob C. who wrote (8844)	8/6/1999 9:57:00 PM
From: g_m10	Read Replies (1) of 20297

Let's have an earnings and subscriber growth contest. I remember CF mentioned, when they started Yahoo deal, that it would cost them 4c in earnings. So my guess is earnings will be 0 to 1c. BTW, it shouldn't surprise analysts. I don't think growth accelerated significantly in April - June period. I'd be happy with 7%. IMHO, it is very important how they will handle the very first news release. It usually comes in 1-2 lines only. If Bloomberg's line looks like: "CKFR reports 1c which is 4c below expectations", then we are f@#%&d. Big time. If it says: "Record revenues, so many new billers in production directly with CKFR and in partnership <BILLS, etc>. Growth kept accelerating in July." Then we might even see a pop. Would be nice to hear, finally, the date when the portals go in production. At least the first one. Anyway, for the purpose of the contest my guess is 0.01 and 7%.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next