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

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To: Roger Bass who wrote (3200)3/4/1999 8:17:00 AM
From: Benny Baga  Read Replies (1) of 20297
 
Roger

You said: Consider the Wintel relationship: if there's an Intel chip in the box, and Windows running on it, then both are happy

Unlike the Wintel relationship, CheckFree does not need Intuit. Today I view and pay my bills at my banks website. The same could be said for Schwab, Merrill, Prudential, First Union, etc., etc., etc.,

You said: 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?

You are implying that Intuit has the technology, or at least brings some added value. If this was true why isn't Quicken.com presenting bills?

You said: Both CF and INTU want e-bills to be widely distributed

Not true. Intuit wants to be the one that will widely distributes the bills. In addition, I think you must agree that Intuit does not have consumers best interest in mind with this lawsuit.

Benny(IMHO)
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