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 1:53:00 PM
From: g_m10	Read Replies (1) of 20297

Returning back to your post, Robert. Too much information to respond in one post. But from the first day I met him,...He would be quite happy to end up with 50% or 60%, and consider himself a big winner. I hope that was pre-August Pete. I'd feel better if he was speaking of 20% and kept in mind 30-40%. Even 20% of the whole market would be enough to exceed Tom's estimates of the stock price growth. Oracle and CF make for a very powerful strategic partner whose sales force can help bring in many important customers with whom they have long established relationships. Oracle and Micrsoft are arch rivals. A couple of years ago Oracle dumped Novell in favor of inferior (not my opinion) software from MS, despite their rivalry. This time MS power failed. Choise of CF in favor of MS sends a very clear message: 1. CF is far ahead of MS in EBPP. 2. Quality of CF products, services and pricing makes it unattractive even for Oracle, much less for banks, to attempt to duplicate them. 3. Oracle with all its customer support is standing behind it, not just tiny CF that not everybody heard of. This fact might be more important for banks than the first two. Just MHO.

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