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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel?
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To: jjs_ynot who wrote (531)12/7/1998 1:51:00 PM
From: axp  Read Replies (1) of 20297
 
Another point about competition is that Microsoft has a huge hole in it's software product line - the front end of business software like Invoicing, AR, payroll etc. MS BackOffice provides some base technology but they don't have anything like Intuit's QuickBooks on the low end or SAP on the high end.

While Checkfree probably has an in with QuickBooks, I'd like to see some more announcements from other higher-end application vendors in the business-to-business or business-to-consumer payment processing area. Going to the top, a deal with a company like SAP would really cement Checkfree's position.
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