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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel?
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To: Sam Biller who wrote (2539)2/10/1999 10:28:00 PM
From: 007  Read Replies (1) of 20297
 
That is a very interesting post. Institutions were selling into weakness today, and that post from buffet 2000 seems to have the best explanation.

I have to wonder why CKFR didn't lock-up Canada long ago. It's pretty clear that Transpoint is going to have an inroad, and we know that they have deep pockets and are likely to be very aggressive. CKFR needs to tie-up everything it can immediately or it will leave more space for TP to grow in.

I don't know this business very well, but it seems to me management should sell themselves to the public. CKFR needs to brand itself. Create your market and everything will follow. If Checkfree doesn't make sense to consumers now, it will soon, and they can be certain of revenues if their services are in demand. Success would be getting consumers to identify the name Checkfree with online banking. Can you imagine if the banks advertised, "We now offer Checkfree accounts".
OO7
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