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

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To: TLindt who wrote (5665)5/25/1999 12:46:00 PM
From: TLindt  Read Replies (2) of 20297
 
>>>We are estimating 3.03 million subscribers by the end of the June 1999 quarter, up 6.4% over fiscal 1998. For fiscal 2000, we are estimating 4.38 million subscribers, up 44.3% over fiscal 1999.

I guess the point isn't clear yet....if First Union the nations 6th largest banks chucks out the Brick & Mortar Model for the Internet with plans to move 4.3 Million customers to that platform over the next 19 months...the rest won't be able to just sit back and watch, they'll move.

And for CheckFree to end up with just 1.35 Million new subscribers of First Unions radical 4.3 Million 19 month push seems extremely low to me considering what the other banks are now doing also.

The Game has changed from my point of view.

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