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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel?
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To: Benny Baga who wrote (1367)1/17/1999 8:31:00 PM
From: james m. schultz  Read Replies (1) of 20297
 
Thanks Benny. I read that article; also posted on the Yahoo thread. The author made some comments. The anals. quoted in that article however, seemed to miss the mark a bit.

Some of the thoughts I was left with from the article was:

1. I liked the fact that Kight is his own man and is willing to take a short term stock price hit if he knew it is in the best interest of the shareholder long term.
2. The banks want more costs savings and "a piece of the profit" before they actively market to their customers. Right now, I have no REAL need or perception of need to start online bill payment(s).
3. With an 80% market-share revenues can skyrocket quickly once/if market explodes.
4. I'm not too concerned about the competition. Microsoft's $ can not compel banks to "TRUST MICROSOFT" for example.

Can anyone tell me what tangible evidence have you seen from the AT&T deal? When will that come into play?
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