CheckFree Holdings Corp. (CKFR), the next Dell, Intel? Message Board

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

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To: stockman17 who wrote (18518)	8/15/2001 9:06:18 AM
From: noiserider	Read Replies (1) of 20297

Another thing I noticed was a question by one of the analysts about how to measure subscriber quality. The answer was transactions per subscriber. Although subs grew by 9% from 4.8M to 5.2M the transactions grew by 5% from 21M to 22M. If I do the math correctly those extra 400K subscribers did only about 2 transactions per month as compared to the norm of 4. I'm guessing this is due to the free billpay offered by some of the banks. Some percentage of those customers offered free billpay decline to use it. Or it may be Yahoo's free eBills where the user only has access to two or three eBillers. In any case, CKFR gets paid in part per subscriber, but in addition by the transaction and the more transactions they get the better. No wonder Pete is working on more eBillers (by scraping if necessary), adding biller direct hosting, and revving up the co-marketing plans. Noise

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