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Technology Stocks : CheckFree (CKFR)

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To: Jumper who wrote (1073)12/23/1997 1:37:00 PM
From: TLindt  Read Replies (2) of 8545
 
Well if we are going to talk about everything under the Sun, then...if not AOL & YHOO....then why not INTU?

I mean they own 19.6% of Checkfree...value over a 1/4 Billion $$$, have over 80% of Business & Personal Finance Software Sales...and 70%+ of Tax. Have a P/E below 22...and are 1 year into a 3 year plan to go 'net based' e-commerce services. So they are an emerging E-Commerce Company...with an established software revenue....12 million users...flat sales of Quicken....double digit growth of Quickbooks & Turbo Tax their #1 & #2 largest software categories. I've mentioned it before....and while most have taken a wack in this Asian mess I'm close to racking up another 100%+ on my largest single position....what's wrong with this picture?
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