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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel?
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To: Rob C. who wrote (17634)2/21/2001 1:35:08 PM
From: noiserider  Read Replies (1) of 20297
 
Rob,

I love when you talk dirty. Keep it up; we'll be at $55 soon. LOL

Seriously, I think this stock is viewed more like a financial services stock like FDC or FISV where the revenues are fairly immune to a slowdown in CapEx spending unlike the computer or semiconductor industry; it's probably immune to most any slowdown in spending. I'm not going to start licking stamps again - ever. Billers and banks are already committed. The advertising dollars are budgeted. CKFR's success won't be affected much by the economy IMHO. Therefore, it's a relative safe haven for tech stock refugees and should survive well.

Noise
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