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: james m. schultz who wrote (2421)	2/8/1999 10:48:00 PM
From: 007	Read Replies (1) of 20297

I agree that electronic banking is about to boom, but why CKFR? <Because of the economies of scale that CKFR can provide its customers, AND its relationship with the banking/financial community, CHFR is and will be the market leader. That IS barrier to entry. Period.> So in essence, you believe that CKFR's current lead plus a continuing volume advantage create economies of scale that will maintain its leadership. I'm skeptical of your argument, but I don't know enough about the industry to assess your position fairly; maybe you could elaborate. I suspect that there may be barriers to entry, but again, I don't know enough about this to see any. The key question: Are there any barriers to entry? In other words, is this just today's posterboy for EBPP, or is this really a Gorilla? 007

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