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

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

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To: jerryriti who wrote (2175)	2/1/1999 8:35:00 AM
From: Sam Biller	Read Replies (1) of 20297

I'm on a Y2-K e-mail distribution list from Ed Yardeni (who thinks the world will go into a recession due to the Y2K problem). Anyway, there was an interesting comment about a report from Davos. BTW, I have no idea who or what Davos is... Here is the comment: Buy.com is planning to sell books at cost or even at a loss on their site. They hope to attract enough traffic so that advertising revenues will generate a net profit. Some wags have already suggested setting up sites that give money away to attract viewers. This new business model does raise some serious doubts about the profit prospects of many Internet sites and current valuations. In Davos, Rep. Ed Markey suggested that Brazil.com could raise lots of money since the country is in debt and losing money, like most Internet companies. In my humble opinion, the frenzy over Internet stocks is a sign of a speculative bubble. The problem is they get much bigger than anyone ever expects before they burst. IMHO, It should be interesting to see the banks and portals compete for the advertising dollars (and loyalty) that EBPP customers will generate. Sam (hoping CKFR really is the gorilla)

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