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Technology Stocks : CheckFree (CKFR)

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To: Cymeed who wrote (1066)12/22/1997 9:20:00 PM
From: Jumper  Read Replies (2) of 8545
 
Cymeed, simple no barriers to market entry for online products.

No one is close to CKFR for transaction processing.

Every one offers online access, all the local phone companies,
every local cable co., and we all know AOL is a book cooker
that will never make a dime :)

The market cap of YHOO at 2.8 Billion is completely ridiculos.
Most of those tiny earnings numbers are interest income from
the IPO cash.

Compare market valuations LCOS 536 MM
XCIT 415 MM
SEEK 232 MM

Total 1.2 Billion

Even those valuations are ridiculous, but YHOO is 2.3X
the combined market cap of its three competitors.

If you were going to compete with YHOO would you buy
them out for 3Billion + ?? or spend 100 million and
compete with them head to head

If that 3 billion was in a bank CD at 5.5% would
make more than YHOO ever will IMO.

CKFR $6 a month...will people pay $6 a month for Yahoo.
Banner ad revenue market is saturated and ad prices
are falling. CKFR cannot be compared to a banner ad company.
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