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Technology Stocks : CheckFree (CKFR)

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To: Benny Baga who wrote (2961)	3/29/1998 4:45:00 PM
From: TLindt	Read Replies (1) of 8545

Benny I undersand it this way........ Bill Presentment it the Billers Choice.... Bill Payment is the wide open issue.......as it is the consumers choice. via.......the biller direct., the bank, whoever is backending the bank, the PMF, the PMF linked to the Bank, whoever is backending the PMF, yada, yada........... The money on this is in presentment......nobody is going to own payments.....nobody. Presentment probably accounts for less then a fuzz in the total of all Checkfrees' e-commerce revenues which are already growing nearly 100% per annum. IF presentment takes off as a service......I would expect we might be in for a couple years of 200% to 300% growth in e-commerce revs...depending on consumer attitudes

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