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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel?
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To: bsl113 who wrote (2091)1/29/1999 6:13:00 PM
From: TLindt  Read Replies (1) of 20297
 
But I look at where I am now and I think,
"hey I found the Check Free company and this
company has greater potential the E-trade".

You know you new guys coming in here see the same thing that we have been talking about for over 2 years. Not to take anything away from the impressive gains in E-Trade...or Portals etal. But you know what I think you folks see, and I could be wrong here?

E-Trade has competition, with AmeriTrade, DLJ, Schwab...ect. Yahoo! has competition with Excite, Lycos..ect.

But when you drill it down like that on this one, CheckFree..and size up the competition? When they have a "Stranglehold" on the Market...ie all the competition combined amount to 30% of the Market...If you take the WallStreet Journal assumption that CheckFree dominates 70% of this Market. It's pretty much a no-brainer at that point. Just put your money down....and wait it out.

But there has been and still is ONE critical element...the consumer.

IF Consumer accepts the offer of conveince....you will most likely win like the Portals, E-Tailers, Security or E-Whatever, and win very, very, big....IF Consumer doesn't...can't get any worse then it is right now Long-Term.

That is the main thought I've carried to hold onto a core position in this Company through thick'n'thin.
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