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Technology Stocks : CheckFree (CKFR)

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To: Roger Bass who wrote (1892)2/23/1998 12:33:00 PM
From: TLindt  Read Replies (3) of 8545
 
>>>"I don't agree. I've worked a lot with banks. They may see Quicken as a strategic threat in some ways, but Intuit is not providing banking services. CheckFree on the other hand, from a bank perspective, clearly is *non-industry* ie it's not a bank, even though they are providing what are essentially banking transaction services."

Ok see the point...Intuit is not moving money...they just have the frontend. Somebody else moves the money...so if Integrion is Bank owned & CheckfFree is backending parts of Integion...and Integrion owns part of CheckFree how can CheckFree be clearly 'non-industry'?

So then is MSFDC this sleeping bear monopoly? Because it's not CheckFree, Craft just handed them the lowest possible rating and he wrote the report?

And I have a really had time believing that as some have suggested, he missed his call on CheckFree...downgraded it so he and his customers could load up. That may be how it works in the Big City, but not with simple folks in the Country...we are not brought up that way. Saying something and doing the other is a good way to get your ass whipped around here. Probably has a lot to do with being backwards and stupid.

Just trying to figure it out based on process of elimination.
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