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

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To: Benny Baga who wrote (12799)12/21/1999 7:45:00 AM
From: AugustWest  Read Replies (1) of 20297
 
hey benny, I'm a bit confused, maybe your opinion might clear things a little(as I been thinking about it since the conference release)

If Citi is using bluegill, where does that leave Transpoint? intf(acceptedly already)? If Chase uses them, where does that leave spectrum? Looking for another like intf, or does spectrum finally suck it up and decide to defunct(ala Intergion) and continue to use CheckFree?

This all falls back to economies of scale, and if no one can make a buck at it on their own, like it or not, they will have to contimue to use ckfr or migrate to them before this industryt pops, or they are outside looking in during the party?

Is this close to a fair assumption?

Feels good to be back, though the snow is on its way, and the dry desert air has me scaling like a fish and I brought back a nasty head cold.
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