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

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To: jjs_ynot who wrote (1636)1/25/1999 5:11:00 PM
From: Benny Baga  Read Replies (1) of 20297
 
Gary R. Craft, CFA (415) 248-4202 gary_craft@rsco.com

December 17, 1998


CHECKFREE CORP CKFR $18.50 12/17/98

** Maintaining our Market Performer rating pending evidence that Checkfree's partners can be successful in this exciting land grab for home banking/bill presentment.

...I can't repeat this enough, I just Appalled how many quotes Gary gets, must spend all is time talking to the press instead of doing research.

face uncontrollable distribution.

...Well, at least Gary finally mentions distribution, a major point that he never seemed to grasp. Of course Gary thinks of it as a bad thing, ...he doesn't realize CheckFree's distribution channel is the biggest barrier to entry in the EBPP market and is what will allow CheckFree to maintain their monopoly.

Benny(Does Gary get paid for this analysis?)
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