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

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To: Brooks Jackson who wrote (10582)9/27/1999 7:34:00 PM
From: David H. Zimmer  Read Replies (2) of 20297
 
Never underestimate the power of your competitor. When possible, hedge your investments.

The best hedge I can put together against advancement by others against CKFR is INTF. They have working agreements for presentment with Transpoint and Spectrum. Now, that's what I call a hedge.

TLindt introduced this security to me at about $2 a share. I looked at it and bought the product and the management. I perceived that it was a bit of a hedge against CKFR's opposition but until today, I did not realize their strengths with respect to this point.

No change on CKFR, the undoubted leader in EBPP. The waffle will end in the near term with undoubtedly much higher prices before years end and significantly higher prices one year and two years out.

In the interim however, I'm a hedger and so far, a much wiser hedger because of TLindt.
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