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Technology Stocks : CheckFree (CKFR)

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To: jjs_ynot who wrote (1832)2/21/1998 9:22:00 AM
From: AugustWest  Read Replies (3) of 8545
 
dave, reading Tlindt's link, I'm concerned about a few things. Most importantly:
>>Craft will speak ......
>> Craft will be discussing.......
>> Craft will also be speaking ..........

And,

>> In addition, Craft will be presenting ..........

Sounds like Crafty is got energizer battery pack insertion somewhere, He just keeps talking, and talking.......
And then what you mention,
>>>The distinction between technology providers and banks is blurring,
fostering additional competition in certain areas such as corporate
cash management, and small business banking"

I ask myself where is this guys loyality? who is he going to side with? Sounds like he wants alliances with a monster and that monsters "lunch"

He is going to have quite a bit to say in the next month. All building up to earnings release dates in April. And bet dollars to donuts, he's pushing the financial sector to humbly side with the "sleeping bear " , assumingly to make it as painless as possible(?).
I doubt thought that banks are going to roll over that easy. and will opt to side with a company who clearly isn't an immediate threat to their business, as well as years ahead in technology.
Gonna be a bumpy road the next few months. Eventually I bet we'll see them side with ckfr initially, at least until the transition is inevitable.A.W.
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