SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : CheckFree (CKFR)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Benny Baga who wrote (7045)8/21/1998 2:36:00 PM
From: MGV  Read Replies (1) of 8545
 
....take a look at Q4, they are the same.

With all due respect, its an irrelevant fact because its a 12 month projection. It was a long projection that got CKFR in trouble in the first place. That and subscriber growth. By February at the latest, the key for analysts became "subscriber growth." Credibility and earnings visibility have now been added to "subscriber growth" as big issues. CKFR was coming in with numbers that were beating estimates and suggesting that visiblity would be good or if anything continue to surprise to the upside. Any momentum it had was lost by projecting out 15 months in April and missing it.

In sum, .12 in Q4 won't begin to take on any luster until we get much closer to Q4.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext