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: TLindt who wrote (3191)	3/3/1999 9:27:00 PM
From: Roger Bass	Read Replies (4) of 20297

TL, you're right about the two parties obviously preferring not to compete. Consider the Wintel relationship: if there's an Intel chip in the box, and Windows running on it, then both are happy. Both CF and INTU want e-bills to be widely distributed - and both want to have a big role in that. You previously referred to an announcement in relation to TCI/BOA that talked about Intuit providing 'certain enabling technologies' to that entity. You were asserting then that 'Intuit doesn't have the technologies, CF does'. But consider - why would Intuit want to distribute bills if it added no value to what CF offers? That wouldn't be a very defensible strategy long-term, as just a middle-man. Roger

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