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

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To: Brooks Jackson who wrote (2693)2/17/1999 10:49:00 PM
From: TLindt  Read Replies (1) of 20297
 
For the entire market to go down over DELL computer is totally stupid..IMO.

Yea..DELL has been 'wunder shumder' with the direct model over the internet sales. No $hit sherlock.

But what they were doing was very duplicatible. I seen it a couple months ago where CPQ, IBM, and HP woke up to this, from press...daahee? Going Direct....

What is happening to DELL is a result of their prior success and has nothing to do with the market, they are just getting duplicated...they are just a target now, vs. being an only ran in this space. ie..now that they are a 'big boy' they are going to get the rath of god in the form of competition on direct sales from all fronts....big rip.

Which if you look at the thread title, next Dell / Intel, CheckFree can not be so easily duplicated.
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