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Technology Stocks : CheckFree (CKFR)
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To: TLindt who wrote (3500)4/24/1998 9:34:00 PM
From: Robert Gintel  Read Replies (3) of 8545
 
Tom,

You don't have to preach to the quire. I agree with everything you said, nor do I think the things being discussed are rumors.Furthermore, I am not sure the company doesn't have some other things up it's sleeve to talk about that even you and Benny don't know about, if such a thing were possible. This quarter just ended was not one of the better ones for consumer growth rates that some people seem to put so much stock in, as though that was the most important thing in evaluating the future of this outstanding long term investment opportunity. I am guessing the real move will come when the earnings and cash flows blows the Street away, not these one or two penny earnings that people are focusing on. On the other hand, if it becomes apparent that Checkfree has accomplished on the billing side what it has accomplished on the payment side with the banks, then some people may be willing to start looking past the end of their noses.
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