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: Robert Gintel who wrote (5178)	4/30/1999 8:27:00 AM
From: zuma_rk	Read Replies (1) of 20297

Bob-- Without asking you to play your hand, I was wondering if you have any general thoughts you could share about how any of the larger equity and warrant holders feel about a complete buyout of CF, say, at a level of $90 to $125? Any general feelings about the strategic fit of, say, Yahoo or AOL vs. Checkfree staying independent for the mid-term??? Although none of us should really be in a position to complain (profit-wise), if the thing were taken out, I'd be alot happier to see someone like Yahoo bite off 10%-20%, which would have a positive, psychological effect of further validating the Checkfree model, while allowing it to continue to operate as the bill paying "Switzerland" in the eyes of the banks, until bill presentment is firmly established in the midset of consumers... Also, I'd hate to own an overheated internet stock like Yahoo, and wind up disposing of the investment and paying those nasty capital gains taxes! Just some early-morning thoughts, before heading into work (a little late this morning) RK

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