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 Holdings Corp. (CKFR), the next Dell, Intel?

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: TLindt who wrote (29)11/6/1998 9:34:00 PM
From: Mr. Mo  Read Replies (1) of 20297
 
Tom & AW,

You both make very good points and I appreciate everything you are suggesting. I have never doubted that the internet and specifically online banking are winner ideas and they ultimately will each be huge successes. I guess my real question is...how much longer do we have to wait? I understand things are probably moving much quicker than I realize, but you know, a year or so ago CKFR was trading at $27 and we were talking on the (original) CKFR thread about how it was just weeks away from running into the 40's. You know the rest of that story.

I suppose I'm playing devil's advocate here, but isn't it true that we have all been perhaps overly optimistic in the past? Those of us who own this stock and know this company naturally believe that the day has arrived for this technology. But reality is that the masses don't even know it exists yet. Don't you think it's possible and perhaps even probable that we could still be several years (perhaps 5 or 6?) away from truly widespread usage of online banking and especially bill presentment?

And furthermore, every day that we have to wait for all these CKFR subscribers is another day that MSFDC and Transpoint and whoever else have to chip away at our market leadership.

Y'all are smarter than I am about this stuff, so please set me straight.

I'm just thinking out loud...
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext