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: Shane M who wrote (8872)	8/8/1999 7:22:00 PM
From: tktom	Read Replies (1) of 20297

Noisrider, I look at it this way.. My number might be off, but I thought the computer penetration rate in U.S. households is 40%-50%. Of that, CheckFree will capture some of these users as customers. How many? Who knows. But, at Yahoo, AOL and Eschwab distribution sites, there is a 100% penetration rate..These are choice customers to go after... Plus, if you look at all the "net appliances" in the offering over the next 12 months, there should be many ways of exposure to pay bills. Especially, if the USA Today article of a few days ago is correct, where AOL and Yahoo will heavily promote bill pay at each of their respective sites. If you can stand the wait, it should be big. I receive two E-Bills, and it is the greatest thing to view each bill, and with the click of the mouse pay that bill.....

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