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Technology Stocks : CheckFree (CKFR)

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To: TLindt who wrote (1390)1/29/1998 6:13:00 AM
From: Cymeed  Read Replies (2) of 8545
 
T and everybody on this thread, during the conference call. It seems more than one analyst expressed concerns about MSFDC giving away part of the bill presentment/pay free of charge and the pricing pressure from this in the future.

Have we talked about this on this thread. How much threat is this ? Would it be more accurate to say that the current price weakness is totally caused by this concern ? I mean, look at Netscape. We got to be wary too while at the same time, we may find Checkfree may be different from Netscape too. But are they ? Those are the key questions this thread should discuss.

Just my two pence.
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