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Technology Stocks : CheckFree (CKFR)

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To: Marc who wrote (4722)5/29/1998 11:56:00 PM
From: Robert Gintel  Read Replies (1) of 8545
 
I think ckfr is on plenty of radar screens and hardly undiscovered. It's been an often told story. I think people are just waiting to find out how big the bread basket is and see some meat on the table in the form of strongly developing earning power. That is why I have put my expectations 6-18 months out from here, as you all know.

Pete Kight may have done a disservice at the last conference call by giving guidance on next year's earnings more than a year away. In trying to manage expectations, he may have put a ceiling on earnings in people's minds, when he meant to put a floor there.

Also, I thought Kalpesh had a real good post on the subject recently.
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