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Technology Stocks : CheckFree (CKFR)

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To: Andrew Stern who wrote (2056)	2/26/1998 11:53:00 PM
From: kolo55	Read Replies (3) of 8545

I have to correct a misconception. Pete Sinisgalli, the COO, made the presentation, and I agree he did a pretty good job. The other person present was Jim Douglass the CFO. You probably missed the introductions, and checked the name on the program. I was surprised by the market reaction today and can't understand it. But then again, I often don't understand short term market moves. I thought the info was upbeat. I guess it doesn't help to have public disagreements between analysts and company representatives. A lot of the other companies that presented saw significant jumps in their prices right after the presentations. There was definitely a conference effect this week. But alas, not for CheckFree. I sold my CheckFree between 27-29 last fall after a nice run-up from 14, and just began to buy back in during the last two weeks, getting shares at 23-25 range. The fundamental news for this company over the last six months couldn't have been better. Paul

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