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: AugustWest who wrote (5903)	6/2/1999 1:36:00 AM
From: Erik T	Read Replies (2) of 20297

They wouldn't slap a "hold" on us, would they? No matter how good the prospects are for this company, I have finally come to expect the unimaginable. It feels like a test of one's will to own the Rodney of internet companies. It's strange because to me this is a rare company that epitomizes "internet value." The business model is ideal for transition to the web. The product is electronic. The economies of scale will be tremendous. The barrier to entry is huge. They already have a long list of exclusive contacts/partners no upstart could hope to enjoy. The infrastructure is in place, tested and ready for scale. And they are profitable...Probably deserves a Market Performer. I guess I will get my popcorn, sit down in front of that window they built into the side of Genesis, and start watching the money go by. The rest of the world will figure it out, and I suppose I can wait. Erik (IMHO)

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