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Technology Stocks : CheckFree (CKFR)

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To: jjs_ynot who wrote (4771)6/1/1998 2:17:00 PM
From: Benny Baga  Read Replies (2) of 8545
 
>>> What is the analyst community view of competition from Travelers Express/NCR in the bill pay arena?

I doubt if most analysts are aware of the competition (IMO). What is kinda funny, is that with the Citi/Travlers merger, they will have two bill pay engines, and no presentment (or very little). Maybe they will spin one of the bill pay engines off to msfdc, if they do, it would be the weaker of the two.

In addtion with the Citi/Travlers merger, major banks should shy away from the bill pay of travelers, although I don't think they had any major banks to begin with.

Benny
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