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Technology Stocks : CheckFree (CKFR)

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To: TLindt who wrote (1820)	2/23/1998 7:04:00 AM
From: Roger Bass	Read Replies (1) of 8545

TL, some thoughts on the different MSFDC and CF models: It may be that MSFDC will be processing payments for free to CF billers. It may also be that only MSFDC billers will be present on those banks' billpay sites, which would of course undermine the value to consumers of those services. Any clues on this ? I have doubts that the 'Netscape' scenario applies. You can't compare giving software away (zero variable costs) with running a transaction processing operation (substantial variable costs, somewhere). They may be prepared to accept losses for a while, but they would have no assurance that their competitive situation later would allow them to recoup this investment. Meanwhile, in the Quicken model (I think) the customer, or the customer's bank, is paying for the payments. This is effectively the same from the biller's point of view, as a payment from a CheckFree bank. So if an MSFDC biller finds that they are receiving a lot of payments from Quicken users, or CheckFree bank customers, they may wonder why they are paying MSFDC for the payments. Roger

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