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Technology Stocks : FDC : First Data Corp
FDC 31.690.0%Aug 5 5:00 PM EST

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To: Mr. Whist who wrote (206)5/1/1998 8:08:00 AM
From: Brooks Jackson   of 323
 
Jack & all: There is more discussion of FDC on the CKFR thread than there is here. FDC longs might want to check it out.

I have no position in FDC, long or short. I do think electronic billpay and electronic bill presentment are both poised for explosive growth. But I believe CKFR has an enormous lead over the MSFDC joint venture, and a more rational business model. CKFR is my largest holding.

With that full disclosure out of the way, I am keeping an open mind about MSFDC's ability to get its act together and turn what are currently only "vaporware" products into real competition for CKFR.

Opinions, anybody?
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