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

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To: g_m10 who wrote (4336)4/7/1999 9:39:00 AM
From: Gregg Soster  Read Replies (1) of 20297
 
From my experience, of all the resources that you mentioned, only broadband really matters

Moving all that history over the net every time, storing all that history (for how long, years?!), that is the two big issues. True CPU is the most easily overcome obstacle (thank you Intel) but even after you download it to the screen every time and you allow the customer to specify the date range, you still have people that with their cable modems want "it all", so their goes the broadband, the ports on the mainframe, even in a multi-threaded environment you'll have big bottle necks. Desktop aggregation is still going to take place at the desktop level for sometime to come -PFMs rule!
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