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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mathemagician who wrote (21368)3/26/2000 5:27:00 AM
From: Yamakita  Read Replies (2) of 54805
 
Mathmagician, would you mind talking a little on the value chain of INTF? In what ways are INTF's products/solutions discontinuous?

You wrote that the US ESP (electronic statement presentment) and EBPP (electronic bill presentment and payment) market is in a state of hypergrowth--from $2.5 billion in 98 to about $32 billion by 2005, and is led mainly right now by Checkfree (CKFR). Do you see INTF eating into CKFR's space?

TIA, Yamakita
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