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Technology Stocks : CheckFree (CKFR)
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To: TLindt who wrote (1568)2/8/1998 9:57:00 AM
From: jjs_ynot  Read Replies (3) of 8545
 
Thank you for all the information.
I believe the Integrion relationship is nonexclusive?
Likely INTU signed a non-competitive agreement with Checkfree
as part of the ISC sale for something like three years
(they won't start a competing business). Also, since they
own a piece of CKFR; INTU is likely to continue to use
CKFR as their consolidator for the near term.
Is this relationship exclusive or can INTU work with others?
Is CKFR management projecting revenue growth as well as profit
growth?

I worry (hopefully needlessly) that consolidating in
itself is not a particularly profitable business and thus
INTUIT's decision to sell. Thus, holding my CKFR shares with
fingers crossed.

I would like to see the day where a consumer goes to make a
purchase (such as at AMAZON) and CKFR projects that cost into
the INTU monthly QUICKEN budgets and shows the impact. The
consumer then agrees and CKFR authorizes the purchase to the
e-tailer and ultimately debits consumers account upon e-billing
receipt.
I hope management is way ahead of me.
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