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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel?
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To: Rob C. who wrote (19403)3/15/2002 12:13:05 PM
From: Bruce Prescott  Read Replies (3) of 20297
 
The only thing holding down the price of CKFR is how long it will take the analysts to realize that CKFR owns the connections that make online bill pay really convenient and user friendly.

Sooner of later people are going to get tired of posting payments to both their personal finance management software and to an online bill pay site. All they have to do is forget it to post to one or the other once or twice and they will be clamoring for integration.

Whenever consumers realize that they can post their bill payments once -- through Quicken or Money -- and not have to make an entry somewhere else, they'll want their banks and portals to give them a service that will interface with their personal finance software.

At the moment, it looks like Checkfree has that market sewn up.
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