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

To: Erik T who wrote (6439)	6/16/1999 11:10:00 PM
From: tktom	Read Replies (1) \| Respond to of 20297

>>>>It is very possible that many will not use CKFR for bill presentment. CKFR WILL consolidate, but many, many billers will use a third party to generate the bill presentment, often through the billers own sites. I would not expect to derive too much money from presentment for many years. CKFR even mentions this in their SEC filings. Charlie Smith suggests this will be a bigger part of their business than I believe >>> Erik, I believe Checkfree has signed multi year contracts with more than 50 of the top 100 billers. My interpetition is that CKFR will present these bills exclusively..If not, the following statement doesn't mean a whole lot.... After more than a year of beta testing, CheckFree launched the nation's first fully integrated electronic billing and payment solution, CheckFree E-Bill, in March of 1997. Today, the Company has multi-year contracts with more than 50 of the nation's top billers to provide online billing and payment through the CheckFree distribution network. >>>>>>I believe we all need to come back to earth with our expectations for this company. Remember, we were expecting to earn $ 0.32/share for the fiscal year ending in two weeks. Not only are we nowhere near that, next year expect a big loss. Good times are ahead, but this will require great patience. Many stocks will soar faster and higher than CKFR, just don't know which ones. This one will do very well I suspect, but it will take time.>> I checked Yahoo, this FY ending earnings is $.05, FY ending earnings June 2000 is $.35