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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel? -- Ignore unavailable to you. Want to Upgrade?

To: zuma_rk who wrote (6322)	6/15/1999 9:46:00 AM
From: CAPT TONY	Respond to of 20297

Zuma, Although I agree with some of your comments, I think the purpose of the call was simply to let the general investing public know what is going to be said and done on the roadshow. This, IMHO, is something that larger, more impersonal companies fail to do. Pete tried to let those who may not be privy to attend a session of the roadshow some insight as to where we are headed. He should have made the schedule available and it would have been great if threw us a "biller bone", but I think the excitement in his voice should go a long way to comfort the long-term holders of the stock. The fact that Pete knows exactly when the first portal will be announced leads me to believe it can't be too far off. Anyway, just some random thoughts, time will tell all! Capt T

To: zuma_rk who wrote (6322)	6/15/1999 11:52:00 AM
From: Benny Baga	Read Replies (3) \| Respond to of 20297

>>>"Why the heck was this call even necessary?" Well, IMHO, I thought it was well done. I agree there wasn't a whole lot of new information. I guess the main thrust was that Management has decided to take the plunge. Over the last two quarters you got the feeling that CF was riding the fence on profits vs. strategic investment (with earnings revisions both quarters). I suspected this news was coming, and I'm happy they released it now, instead of waiting until August. I also didn't expect any Yahoo announcement because it could inflate the short term share price, and scare potential investors in the SPO. Benny(IMHO)