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: Brooks Jackson who wrote (3357)	3/4/1999 5:51:00 PM
From: TLindt	of 20297

I don't think it has anything to do with Billserv...the complaint was about distribution channels, not distributors... CheckFree is a Distribution channel for BillServ. A portal Like Yahoo! is a Distribution Channel for CheckFree....So if Yahoo is OK where is the problem? Where Intuit & CheckFree would bump heads..... Where could the two bump heads, or step on each other? Not with Yahoo!, Lycos or InfoSeek...Intuit isn't there....so where are they? AOL & Excite/@Home by process of elimination. Either one, all or a combination of the 3. Excite complicates it tremendously, because they have are the provider of Search for AOL, they ~2 years ago bought AOL's WebCrawler, and if I remember AOL got some stock there was money exchanged and Excite bought exclusive Time. Then Intuit got a chunk of Excite, Excite got 40 Million...Intuit got 7 years. Intuit then did a deal with with AOL last year, paid 30 Million, got content and exclusive time. Now you have Excite getting absorbed by @Home. Following this? Now Intuit is content and service provider accross both networks, and my friends if Excite is absorbed by @HOME 3 Networks....and my friends if you were ever going to get e-bills on those Networks...you've got obsticles and cross alliances and cross ownership and basically a good Ole Fashion Michigan Clusterfick. See if Yahoo isn't a problem...where would/could these two bump heads if they were gonna bump them. On those Networks..like a VW Beatle full of College Kids. MO...gotta catch some supper..

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