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Technology Stocks : INTERFACE SYSTEMS (INTF) GETTING INTO EBPP?

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To: Big Al who wrote (873)1/29/2000 10:47:00 PM
From: David H. Zimmer  Read Replies (1) of 1203
 
From a meeting with CKFR management in August of 1999, they admitted that the front end that they told everyone would produce revenues, was a severe draw on earnings. Simply put, they did not do the front end well. That was one of the problems that surfaced in my CKFR model that I brought to their attention. That was one of the problems I saw. They listened. Too bad they did not listen about the other problems I brought to their attention.

What is nice about the management of INTF is that they understand this market, the ESP, EBPP and yes, the B2B quite well. The nicest thing is that they listen. The guy who started BlueGill came out of INTF a couple years ago. CKFR needed the front end. They got it. It is as simple as that. Unfortunately I do not believe that BlueGill will do as well under the CKFR umbrella as it would have had it remained private. Time will tell but this much I know, it is a certainty that they will lose some clients due to the relationship.

Did you ever take a look at the INTF product. ESP is the real future Big Al. As TLindt says on the CKFR thread, it really should be "Electronic Stuff Presentation". INTF can do all the "stuff" they want, they are not restricted to "bills" or even statements but believe me, statements will flow and be utilized by customers a hell of a lot quicker than EBPP. But, just in case, it is nice to be able to do the EBPP part too. Sometimes you just have to look a little harder for gems like INTF. It's still in the discovery phase Big Al.. If you haven;t joint the party, do so, you will not be sorry,
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