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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel?
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To: Benny Baga who wrote (12068)11/16/1999 8:15:00 PM
From: David H. Zimmer  Read Replies (1) of 20297
 
Don't need a link. How much do they get from Yahoo? How much will they get from any other portal, if and when they come on board? How many more accounts will be written off? What are they worth now anyhow? How are they going to handle competitive pricing strategies? How long can they give the service away? Hey Benny, when it comes to the infrastructure of this company you are well versed.

Now answer me this, why did they precede today's afternoon blockbuster with the solid news of this morning? Talk about pump and dump. CKFR finally figured it out that it is better to let someone else build the front end because it cost them money to do it. Have you ever seen revenues from presentment? I have great respect for you Benny and would not care to restate what I have said in the past but let's face it, CKFR has problems, perhaps of the size they did in August of last year, perhaps not. They are revenue and client count problems in nature and IMHO, the worst is yet to come.

As always I hope I am wrong as those who post on this board do not deserve to be treated as CKFR management has treated you. The volume patterns today depicted the sale of shares to the small investor. Looking forward to seeing the prospectus.
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