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Technology Stocks : CheckFree (CKFR)
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To: Robert Gintel who wrote (4726)5/30/1998 1:54:00 PM
From: Longterminvest  Read Replies (3) of 8545
 
>>Also, I thought Kalpesh had a real good post on the subject recently.

Thank you Mr. Gintel and congratulation on your media apprearance.

I like your investment philosophy and try to follow the same discipline.

Also, I like this stock as much as everybody else on this thread and am trying to be realistic about the situation and get the competitor's (MSFDC)point of view also. Last week I talked to someone who covers FDC and has a buy rating on it. He had a differing point of view, but i disagree with him on CKFR. As I wrote in the earlier email, and I will say it again-- what we need is an analyst who matters and some visibility from management about how big this thing could be.(i.e. growth prospects, instead Pete Kight by giving $0.32 number-exactly put a ceiling on the expectation and made it easier for some short-sighted people to put a multiple on it.)

Thanks again for the encouraging post.

-kalpesh
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