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: zuma_rk who wrote (1170)	1/12/1999 9:55:00 AM
From: MGV	Read Replies (1) of 20297

06:27am EST 12-Jan-99 BancBoston Robertson Stephens (Craft, Gary) CKFR: The changing rules of home banking promise to reinforce ... January 12, 1999 C H E C K F R E E C O R P O R A T I O N The changing rules of home banking promise to reinforce Checkfree's role in debit payment processing, in our view, and potentially allow it to expand its partnership base. ** Although we continue to believe Market Performer is the correct rating in light of market uncertainty, we wouldn't be surprised to see the shares jump on the news of any potential partnership with a major Internet portal. INVESTMENT UPDATE If only the home banking industry were easy -- it's hardly that. Checkfree is the only pure investment play on this industry, at least today, and many view it as the looking glass into this industry.

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