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

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To: Benny Baga who wrote (12064)11/16/1999 11:33:00 PM
From: Bruce Prescott  Read Replies (2) of 20297
 
Benny,

I didn't intend to leave the impression that my opinion on the prospects for Checkfree had turned to doom and gloom. I was just trying to think of a worst case scenario.

Actually, it is hard for me to see how any loss of revenues from 50,000 customers at Wingspan could add up to 100 million. It would be easier for me to conceive of the 100 million going to acquire Wingspan. Then again, 100 million seems like an awful lot to pay for 50,000 customers.

It seems more probable that Checkfree would be using the funds to advertise or to give incentives that would accelerate the adoption of EBPP.

Maybe its both. Maybe its neither.

I don't have a problem living with uncertainty.

It does help to have somebody like Tom Lindt or Benny Baga writing about the need to be patient.

Looks like Tom's cashing in and Benny's hanging in. Tom's looking short term, Benny's looking longer. My natural inclination is to go with the longer term.

Bruce
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