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: Brooks Jackson who wrote (9305)	8/24/1999 3:40:00 PM
From: Erik T	Read Replies (1) of 20297

I assume it will be free to consumers, given the amount of money that billers will save if this catches on big. In this whole EBPP thing, it is the biller who really wins big if this catches on. They are the ones that are guaranteed savings on producing and mailing paper bills. The consumer will not benefit financially very much, and I suspect Yahoo! will probably charge about $5 per month for the service, just like most other providers; certainly not for free. I think it would be hard for any portal to realize value of $4-5 per month (which we need CKFR to receive) per user of the service just by marketing other services or extra ad revenue. What continues to amaze me is how slow billers have been to get up-and-running when they will be the big winners. I don't see Yahoo! making too big a deal about promoting EBPP. I suspect it will appear in a banner ad like their instant messaging product is now. However, that banner ad is prominently displayed for the 40 million or so registered Yahoo! users. I think Pete Kight's guess of 1 million of those using the service over the next nine months is reasonable. We'll see. Erik (IMO)

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