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

To: Brooks Jackson who wrote (6380)	6/15/1999 7:43:00 PM
From: Benny Baga	Read Replies (1) \| Respond to of 20297

>>>What is bothering me is that I don't know. I agree. I think once Yahoo rolls out we'll have a better idea. I do remember Pete saying that once this market develops that they expect a 20% margin (a few years from now). My hope is that once the market develops, that CheckFree will be in the same position AOL is in today (i.e. can raise prices even with stiff competition). Benny(IMHO)

To: Brooks Jackson who wrote (6380)	6/16/1999 1:08:00 AM
From: Dwight E. Karlsen	Respond to of 20297

>> -- and how the freeloader-to-customer conversion is going to work.<< Here is the way wsj.com did it: They offered their site free at first. That lasted about a year. Of course you had to register to get in. Then at some point 2-3 months prior to the conversion to paying-members-only site, they simply posted an announcement on the first page informing the current "free-loaders" that the end of the free pig-out was near at hand, and that if you liked the food, plan on paying for future access. Each registered user was also notified via e-mail. They weren't bashful about it. They knew it was a risk, but they also knew they had a top-flight product. I simply clicked the link to the pay-and-be-registered-as-a-bonafide-customer page, and I was all set for a year. It automatically renews. $5/month to pay bills online is very reasonable for most people. Many people pay $1.00 ATM fee to withdraw $50 from their own account, and don't sweat it. And they'll do that 7 or 8 times a month. All this EBP needs is more exposure, more offers to consumers to try it out. CheckFree is willing to pay for that exposure. The plan sounds good.