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

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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel?

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To: Robert Gintel who wrote (499)	12/5/1998 9:52:00 AM
From: av ram	of 20297

Bob, I really appreciate the valuable input provided by you and others on this thread. I agree that most important step for CKFR now, is to expand and get as many financial institutions on board as possible. But I failed to understand following: - With tons of deals and all the good stuff , why revenue growth is so weak (pity 9% for latest quarter) in such as growing industry. Why can't CKFR has say growth rate of 40% or so? I am surprised to note declining revenue growth in license area. - While its understandable to see bigger expenses in growth phase, I would be interested to know the nature of such expenses. Large R&D expenses make sense but not the cost of processing, servicing and support (without corresponding revenue increase). Usually software companies have managed expenses very well. As I side note, it seems that Piper Jaffray has been reasonably successful in his followings (recent winners include MACR, THQI, INTC). And I hope same will follow for CKFR but I am still in process of doing more homework on this company. Until then I should confess, I have taken 'short term trading' approach for the company. Thanks to all. Regards, av

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