CheckFree Holdings Corp. (CKFR), the next Dell, Intel? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Charlie Smith who wrote (1876)	1/26/1999 11:44:00 PM
From: TLindt	Read Replies (2) of 20297

The other scenario is that this is the first increment in a long string of payments to a portal JUST TO GET OUR LOGO UP. Obviously much less bullish. CKFR does not have the financial firepower to be forking over the boxcar "slotting fees" that some retailers/service providers are paying. This scenario also says to the market that CKFR really doesn't bring a lot to the table vis a vis E-commerce, and therefore must get in line with all the others to flush money down the portals. That is worst case...and we'd be at $6 and deserve it. What CheckFree has developed and continues to expand is a totally unique service...one which is tremendiously difficult to duplicate. Witness the largest Software Company on Earth, Largest Card processor on Earth, and one of the Largest Banks on Earth just try to do, what it is that CheckFree has already done. It's taking them YEARS! From here on out this e-Bill thing should be a revenue sharing thing. Like rent for a good store location, to Banks, Portals and Such...but not a hostage situation. Because they can't do it without ya.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next