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Technology Stocks : CheckFree (CKFR)
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To: Robert Gintel who wrote (3499)4/24/1998 3:51:00 PM
From: TLindt  Read Replies (1) of 8545
 
Well Bob CheckFree might not have carved a name out for itself yet in this Internet thing, and yea, MSFDC gets the instant story even without a product....just because of who is part of it.

But if they DO, or DID bring in T &/or AMEX this Quarter. You might have heard it, I read it on the BT Alex Brown upgrade which BTW never hit www.sheep.yahoo.com only Dow Jones without the T & AMEX or Target.

We'll see what the folks on www.sheep.yahoo.com think after they see one, two or both names combined with this little company(that nobody knows about)in a Quarterly press release. I bet they may begin to wonder what is up...especially because this is becoming a 'pure play' in e-commerce as they unload various parts of their current business. An e-commerce play which may already be making money! Not many of those Bob.

They have 80% of the PFM market in Intuit...that's figuring they lose Money to MSDFC. How much of the Banking do they have? 40% 50% 60%? I don't know you tell me. We need the Billers...not hearing a lot.

But I'm sure they didn't have much to sell this quarter if they were part of that BITS accord trying to hammer out the final platform(convergence between Gold/OFX)

I agree with you on the September Quarter...but I also think there will be some discovery between now and then by the Investing public which will actually use these services. The longer we/they/them stay connected the more we rely on this thing as part of of daily lives.

That OFX/GOLD merger will slow things down, but it's better to do it right the first time, rather than do it twice.

In the meantime I agree with you...they should begin to buy themselves back while they are still cheap.
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