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

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To: TLindt who wrote (1336)1/15/1999 9:02:00 PM
From: Charlie Smith  Read Replies (4) of 20297
 
t:

I have a recurring nightmare where Pete is running around like a madman trying to maximize every opportunity in the entire chain of bill presentment and payment. There's waaaay too much to be done to get every link in the chain properly forged, polished and packaged for public consumption, so he does it all half-assed and misses the main chance. One company simply can't do it all.

So if you're CKFR you pick your strengths (as we talked earlier - front ends don't appear to be one of them) and where you're weak(er) you ally with somebody good. It appears to me that BLLS may be a partial solution to this problem.

P.S: I still believe that YOU are actually Pete Kight. It's a perfect plan. Think about it...I'll throw them all off by making believe I'm a nut from the backwoods of Michigan who converses with a woodpile.

Why was it you couldn't come to Florida again? Something about a pilot's strike???

Charlie
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