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: Ron S who wrote (2842)	2/24/1999 10:29:00 AM
From: Brooks Jackson	Read Replies (1) of 20297

Ron: <<Will most other banks follow Wells Fargo out of the TP beta-test soon.>> I don't think we can count on that, but we can hope. <<Is TrashPoint so far behind the 8-ball that they are likely to either give up or make a hostile bid for CKFR (or will they sell out to CKFR like Intuit and many other frustrated non-developers have).>> As we've discussed on this thread before, a hostile takeover of CKFR is extremely unlikely because Intuit owns 20%, Pete owns 12%, and I'm not selling either. ;-) As to CKFR buying TP -- why would Pete want it? It's a money-losing joint venture that IMO will continue to drain cash out of MSFT and First Data until they either kill it off or (more likely) stabilize themselves as the second fiddle player in the e-bill/billpay business. I'm guessing something like a 70% market share for CKFR in 5 years, 20% for TP and 10% for everybody else. Just my opinion.

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