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Technology Stocks : CheckFree (CKFR)
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To: TLindt who wrote (333)8/14/1997 6:50:00 PM
From: kolo55   of 8545
 
That's my guess.

I expect they were able to get the costs down somewhat this Q, after they finished integrating the IISCO operation.

Incidentally, look at the maintenance fee line under revenues over the last three quarters. From 8.3M to 7.3M to 6.9M; actually went down!! Also the Processing, servicing and merchant discount revenues climbed only 1.5M in this Q. Most of the revenue gain came in licensing fees, and I wonder if these fees are expected to be recurring.

I don't think this report was all that great. Obviously they have had to cut some deals to get account penetration, and that will dampen revenue growth, even as subscriber growth takes off. At some point subscriber growth will take over and drive revenues higher first, and then profits later. This is why some investors track revenues per subscriber for this stock.

Hope this begins to play out in the current Q.

Paul
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