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: Batgirl who wrote (5165)	4/29/1999 9:59:00 PM
From: TLindt	Read Replies (2) of 20297

CheckFree is this kind of Stock. CheckFree threatens nobodies share in established markets...because CheckFree controls their market and share, no viable competition...BUT. If some other company from a tangent segment..ie...IBM, MicroSoft, EDS, Orcale, Yahoo!, AT&T, Bank One, Intuit, First Data etal...went after them in a coup attempt at this space...it would be a threat to each tangent segment and start a free-for-all...CheckFree has been up to now been a Switzerland in this e-comm segment. As long as CheckFree is segment neutral, brand neutral everybody can live with it, and has...upset that balance...and that is the shot which would start a war...IMO. Knowing the result of a tangent take over attempt would be damm complicated...as this is a head game company, and always will be. It's a complicated market segment. You need to be able to walk on air, and that's what this company is good at.

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