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Technology Stocks : CheckFree (CKFR)
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To: AugustWest who wrote (5750)7/8/1998 9:34:00 PM
From: Brian K Crawford  Read Replies (2) of 8545
 
<<Think the Yahoo earnings might be worth a half point? ar will some CKFR investors flock to the portals? >>

I guess investors will start looking for the Net "value" plays sooner or later....probably after the balloons start to lose some air for the portals.

When investors start looking at CF, I hope they will have the insight to see two things:

1. That E*Trade isn't the only financial services provider that wants to be a portal and more. Most of the bankers have their eyes on that role, too. Some are beginning to provide co-branded, discounted internet access to their customers so that the banker's home banking portal site will be the default on opening the browser.

2. That CF is settled in there with a monster market share as the bankers "trusted enabler" for the Ebill and billpay piece. And we have barely scratched the surface in consumer usage.

I recently saw a survey where established bank web sites with home banking and billpay enabled are averaging 16 hits, per customer, per month. That's a lot of return visits and potential advertising impressions....

Because CF has a more limited and specialized role to play, with less control of the consumer relationship, it won't get the stratospheric multiple valuation of a YHOO.

But I gotta believe we can do 40-50 times forward earnings at some point in the not too distant future.

Brian
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