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: g_m10 who wrote (5443)	5/12/1999 10:33:00 PM
From: TLindt	Read Replies (1) of 20297

>>>May be that was just a PR statement, to make an appearance of customers having a choice. After FDC-->Home Account -->CKFR deal, after City's total failure in ebanking, we couldn't care less about competition from TP. <G> Well those that have been following this CKFR for the last year or two, understand the difference in the e-bill distribution models....and although CKFR is a monolopy in this space, BLLS is getting flexible because in the Darwin view of things, they could best be described as a leach...ala IBS. It will be interesting to see if....down the road CKFR doesn't set up some pups like BLLS to address all methods of delivery...if not take strong stock currency to buy into these, actually one regional at this time..... I would venture IF BLLS were to be successfull, CKFR would just take them out, and into the fold....but until the market plays itself out why take the risk...lets them do it?

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