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Technology Stocks : CheckFree (CKFR)

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To: Geof Hollingsworth who wrote (1898)2/23/1998 2:04:00 PM
From: Benny Baga  Read Replies (2) of 8545
 
>>> Remember this will be a cheaper service for Microsoft because they will rely on the internet for the network no VAN to support.

Please clarify (What is VAN, etc.) How is this different from CheckFree?

>>> Downgrade based on valuation and MSFDC competition

The earnings outlook hasn't changed since he started coverage of the stock, Why didn't he downgrade 4 months ago when the stock hit 31? MSFDC was announce last summer, why downgrade now?

Benny
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