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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel?
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To: Benny Baga who wrote (4878)4/23/1999 1:32:00 PM
From: ajiaji  Read Replies (1) of 20297
 
I'm new to the EBPP area and trying to get a few things lined up, especially with regard to competition for CKFR.

It appears to me that the area that just can't be handled by the banks or the vendors (billers) is the aggregation of bills and subsequent distribution to interfaces for presentment be it the banks themselves or portals like Intuit, Yahoo, etc.

Banks should be able to figure out the presentment game, at least the larger ones, or they can work with any number of software solutions to get there. Large enough vendors should be able to provide bills directly to the largest banks and there seem to be any number of software solutions to create e-bills if the vendors don't do this on their own.

So ultimately, it seems that the little guys, banks and vendors, will need the services of the aggregators. And this will ensure that outfits like Checkfree and Transpoint will not become irrelevant due to the integration of these services.

But because (in my highly uninformed theory) the little guys will be the important ones to have the relationship with, why wouldn't an outfit like Visa jump into the game? They already have relationships with the small banks and small vendors and could integrate bills in much the same way they integrate credit card services.

It looks as if Checkfree has a pretty good jump in all of these services so they should certainly do well in the short run. I just question the long run and also to what degree the current stock price reflects their jump on the game.
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