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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel?

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To: TLindt who wrote (5244)5/3/1999 9:32:00 AM
From: jjs_ynot  Read Replies (1) of 20297
 
>>> the comment that CF is the "sole provider of online bill payment services" <<<

As you point out, this is naive. CKFR is able to maintain its commanding position by being an honest broker between the various institutions. Becoming a captive to any one entity, be it Yahoo or INTUIT or MSFT or First Union, will compromise that position and market share over time.
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