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

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To: Robert Gintel who wrote (510)12/5/1998 7:54:00 PM
From: Benny Baga  Read Replies (1) of 20297
 
Bob,

Thanks for all your great insight. In reflecting on this weeks stock action it becomes clear how Wall Street thinks short term....Oracle announces a partnership with CheckFree, the stock moves up 2+, the next day revised earnings send the stock down 3+.

In my opinion a partnership with Oracle out weigh's the revisions in the earnings outlook an analysts may have for CKFR. Although, I'm beginning to understand how Wall Street reacts to the news, or so called "news". I do have to remind myself often that investing in CKFR (or any other stock), is a learning process and I have a lot to learn.

Thanks again,

Benny
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