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: 007 who wrote (2548)	2/10/1999 10:41:00 PM
From: AugustWest	Read Replies (2) of 20297

>>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. That sorely is my question. It's like close to home. But more importantly it's our loss to add to the untapped market cap we already have. One consolation is that TP is still working off of promises. Sure, the thing will go into pilot as soon as the deal is formalized. But notice that they aren't expecting to be running more than pilot before the end of '99? They are biting off larger projection dates every release. My bet is that they'll be lucky at best to have the pilot runing by end of '99. JMSO.

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