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

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To: Benny Baga who wrote (5376)5/10/1999 11:09:00 AM
From: Harp  Read Replies (1) of 20297
 
And then if you bump up internet growth to 40% (on average, assuming multiple portal launches)

quarter 2Q99 3Q99 4Q99 1Q2000 2Q2000
pc/quicken 2364 2400 2484 2583.3 2686.6
internet 266 399 558.6 782.04 1094.8
tot.subs 2630 2799 3042.6 3365.4 3781.5
tot. growth 5.00% 6.04% 8.01% 9.59% 11.00%


I appreciate all the hard work you guys put into analyzing the numbers and sharing the results with us.... Just one comment. I would anticipate that due to Y2K the 4th Q 99 would have much lower growth than your numbers indicate. I just can see any billers or bill payers going online as the Y2K change over date draws near. However, I would imagine that early into 2000 that growth will rapidly accelerate (assuming Y2K does not end up being a big deal...) IMHO Comments?
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