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: Rob C. who wrote (18847)	10/24/2001 5:06:59 PM
From: noiserider	Read Replies (2) of 20297

Hey Rob, I like that new price target. Pete mentioned a big cash wad to possibly buy troubled companies. Anyone have any ideas who they might go after? I don't think eCom. They have a few big billers, but there is too much overlap. They do need more cash. I don't think INTD although they are in need of cash. They are allied with Spectrum. BLLS is a small BSP and is CKFR's link into the Spectrum system. They would probably get the BLLS business by default when the contracts run out in 3-5 years since BLLS uses i-Solution software, I believe. Yodlee - maybe, but does CKFR want to get into the account aggregation business? Ideas anyone? Noise

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