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Technology Stocks : CheckFree (CKFR)
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To: kolo55 who wrote (98)3/7/1997 8:39:00 PM
From: Charlie Smith   of 8545
 
Paul:

Your comments on AMD and INTC are very apt. CKFR is building a franchise. They could still screw it up through poor execution, but so far they've done most things right. You're right that the market can't devine more than a few weeks or months ahead. I think your comments about AMD and INTC could apply in the opposite direction with MSFT. Nobody can see anything bad happening to this company, but what other areas are there for Gates and Co. to conquer? Sheer size may begin to work against them in the future, though they've demonstrated great flexibility and ability to adapt thus far. Just my two cents.

Regards
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