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Technology Stocks : CheckFree (CKFR)

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To: pat mudge who wrote (6796)8/13/1998 5:20:00 PM
From: Longterminvest  Read Replies (1) of 8545
 
>>Your posts reveal much about yourself and little about CheckFree. I challenge you to
write something of substance. Even 200 words devoid of generalities would be
impressive.
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Speaking of meaningful contribution, i have shared lot of propritary information/research on this thread from time to time.

Here's some proof.. from you own BENNY, From MR. GINTEL etc.

To: Longterminvest (5784 )
From: Benny Baga
Thursday, Jul 9 1998 10:18AM ET
Reply # of 6805

Thanks Longterminvest,

As a result, we think that it is possible that at some point Microsoft will decide to
pull back from the MSFDC venture and concentrate on selling the banks
software. However, it hasn't made any sign of pulling back. In fact, in our
discussion with MSFT management they reiterated their commitment to the
venture.

..Well, the first time I have have seen in 'print' (besides my own), an opinion that MS
might pull the plug.

Benny
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To: Marc (4722 )
From: Robert Gintel
Friday, May 29 1998 11:56PM ET
Reply # of 6805

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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if you listen carefully to the last Q conference call, I was the one who had guts to ask Pete Kight about the subscriber growth or lack of it., 'cause i didn't have any hidden agenda as i don't cover the stock..

-kalpesh
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