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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel?
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To: zuma_rk who wrote (581)12/10/1998 9:43:00 AM
From: Benny Baga  Read Replies (1) of 20297
 
>>> In summary, they indicated (quite a few times), that Integrion was having significant problems, and inferred that it was essentially dissolving.

...Pete hinted at this in Florida, basically giving me the impression that he was disappointed in IBM. I believe IBM has been dragging it's feet when it comes to Integrion and some banks are asking the question "Why do we need IBM for our web servers, etc.". Some banks feel it is better if they hook up directly with CheckFree, without IBM.

>>>HOWEVER, the analyst thought that this was somehow a VERY positive thing for CKFR, in that it would drive the direct-to-internet-portal model, and the banks would come back to the table when they're ready.

...maybe the analyst has portal fever, I hear it's contagious.

Benny(IMHO)
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