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: zuma_rk who wrote (4451)	4/10/1999 8:25:00 AM
From: Benny Baga	Read Replies (1) of 20297

"I think CheckFree is starting to be seen as a back-door Internet play, and these stocks are starting to complement the front door Internet stocks like Amazon.com and Yahoo!," she said. "There are three Internet plays: hardware and technology infrastructure companies like Cisco Systems; front-end companies like Yahoo! and Excite and Amazon.com; and the companies that will help them get content to keep customers coming back. CheckFree is one of those. " Yes, an excellent synopsis by Terrie. What's interesting is the examples she gives... Internet (hardware/technology infrastructure) = Cisco Systems Internet Front-end = Yahoo! Internet content = CheckFree Basically you could come to the conclusion that CheckFree should be compared to other Internet content companies like Broadcast.com Benny

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