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

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To: tktom who wrote (5818)5/31/1999 4:45:00 PM
From: david barr  Read Replies (1) of 20297
 
I find Barron's to be a contrary indicator.

There is no doubt that AMZN has a high valuation but how are you supposed to value a company that is going whole hog on this giant land grab called the Internet. Bravo for a company that will delay earnings for more 'land'. Think, Monopoly(game) first couple of rounds. Not sure of the exact numbers but I believe that since opening their music store they now have more sales than the previous #1 music store CDNow. That says something to me. Personally, I find there is a sudden effect from a Barron's article and then it is sometimes best to go contrary. IMHO

Dave
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