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

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To: TLindt who wrote ()2/18/2000 9:33:00 AM
From: zuma_rk  Read Replies (2) of 20297
 
Any thoughts about CF's working with MS on their as yet "undisclosed channels" that Pete mentioned on the conference call (was also mentioned in the press release)...

-- Microsoft will become a major online consumer retail provider for CheckFree's electronic billing and payment services via MSN MoneyCentral and other non-disclosed online payment services.

My guesses:
---CF technology replaces the poorly accepted "Microsoft Wallet" digital cash system that's can be plugged into internet explorer, to be used for person-to-person payments, etc.

---CF leverages the US Postal Service discussions that TP has supposedly been having

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It's very strange that with all the positives in the release that they were compelled to mention this "undisclosed" item. I can only guess that it's something fairly major that we are overlooking...

any thoughts?

rk
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