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: axp who wrote (4676)	4/16/1999 12:17:00 PM
From: zuma_rk	Read Replies (1) of 20297

I agree that the stock may actually take a hit on the day they formally make the Yahoo announcement (or run up a number of points but settle back by day's end). HOWEVER, going back to a previous post, I really believe that the excitement will come from any as-yet unannounced billers that will be newly available under the CF umbrella. MCI, a couple of regional utilities and the Small Business Association won't cut it, IMO. Let's see AMEX, ATT, Sprint, Qwest, a cable company or two, etc. Also, it seems that Yahoo DOES like to keep the lid on developments and roll them out slowly, until they know they can handle the scale problems involved. Look how little promotion they did on their new on-line tax form service, or the redesign of MyYahoo, or the Yahoo Pager, etc. Just my humble opinion... RK

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