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

To: Benny Baga who wrote (6359)	6/15/1999 4:01:00 PM
From: g_m10	Read Replies (2) \| Respond to of 20297

Just got to computer and trying to catch up. Well, price is down again, may be it explains negative mood on the thread, but I liked the notes from the conference that were posted here. A few humble thoughts. 1. No 40c losses were announced. My reading was that they can afford to spend up to 40c per share and still break even. 2. Free trial is a very good deal. Let's compare to wireless. Don't have references handy, but recall that wireless providers consider spendings to get a new customer justifiable if it pays off in 3 years, not one. And they never been close to 99% retention rate. I don't want to compare to portals. CF will be getting paying customers, not eyeballs. BTW, can they start selling eyeballs as well? In their own customers' bills, CF is free put any advertising they want. 3. CF doesn't abandon previous strategies. This new one will complement existing ones. Nothing wrong with it. Hope will be able to listen to replay from CC tomorrow.

To: Benny Baga who wrote (6359)	6/15/1999 4:11:00 PM
From: g_m10	Respond to of 20297

CHECKFREE HOLDINGS CORP \GA\ has filed a Form S-3/A freeedgar.com IT has "Proposed Maximum Offering Price $37.25" in it. May be something else. Got togo.

To: Benny Baga who wrote (6359)	6/15/1999 4:27:00 PM
From: Bruce Prescott	Respond to of 20297

Benny, The way I read this announcement, the free introductory service is their marketing plan. Instead of spending money on advertising, they are offering free service -- this gives banks and portals a free service to offer their customers. Everybody wins on this one -- banks, portals, customers and Checkfree. Pete is wagering that once people get used to paying their bills online, they would rather pay a monthly fee than go back to writing checks. I think he is absolutely right. I think he is also using this to market his services to corporations that are wanting to switch from paper bills to electronic bills. Again, I think the wager is that once companies get accustomed to providing electronic bills and receiving payments electronically, that they would rather pay small fees to process the transactions than switch back to paper bills. I think he is right on this one too. Bruce