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: D Mueller who wrote (2475)	2/10/1999 8:14:00 AM
From: Benny Baga	Read Replies (1) of 20297

>>>My "at a glance' concern is that if the trend were to take hold it could seriously impact Checkfree's processing economies and jeopardize their pricing structure. KeyCorp has been stripping out "on-us payments" for some time, and has complained to CheckFree about its pricing structure (subscriber based, not transaction based). Bank One is also doing this today, I believe "on-us payments" amount to around 10 - 15% of the total transactions. For the most part I believe banks see stripping out these payments as some sort of leverage over CheckFree (I do not), but banks will soon realize that CheckFree is not a threat, the E*Trade's, Schwab's and Yahoo!'s of the world are the real Threats. I believe CF will eventually move to a different pricing structure, but not for a while. Pete has some strong opinions on this subject, as well he should, since CheckFree is barely turning a profit. Benny(IMHO)

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