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Technology Stocks : CheckFree (CKFR)

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To: Benny Baga who wrote (3164)4/3/1998 8:32:00 AM
From: TLindt  Read Replies (2) of 8545
 
I was looking at the price chart this morning and the level we closed at is just about where old Craft tanked it.

In that BT Alex brown paper I received yesterday...there were 3 or so paragraphs devoted to the pilots. Where Craft had seen MSFDC as some real competition...like yesterday....Brown was pretty clear with the fact that CheckFree was getting the job done. MSFDC on the other hand seems to have their hands full trying to make it work.

I fully expect MSFDC to eventually get moving....but unlike MSs OS, they actually have a competitor to compete with who seems to have the upper hand.

I see it this way...Craft spooked us...with a vision of MS muscle, memories of Novell, NetScape come to mind. Unfortunate.
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