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: AugustWest who wrote (610)	12/11/1998 1:09:00 PM
From: g_m10	Read Replies (2) of 20297

I think it would make perfect sense for CF to initiate divorce with Integrion before we read obituary on Integrion in papers and for several reasons. 1. How many analysts know that Integrion is just a dummy, that CF achieved everything on its own? When news that Integrion dissolving hits the street, it will be perceived as a bad news for CF. 2. Dumping Integrion before it goes into oblivion will neutralize any negative impact, and it would look quite bold. You'd better look bold than shy. We suffered enough from CF's shyness. 3. If CF explains that it doesn't want to lose big time on warrants, it will sound as a confidence in future. We don't know how the contract was written. CF may not have an option of leaving Integrion, but in any case they should take preventive steps. Before Integrion disappears, it should become a common knowledge that it's never been more than a dummy. Just MHO.

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