Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Harp who wrote (6799)	6/23/1999 4:04:00 PM
From: TLindt	Respond to of 20297

>>>What are they selling? More like what's at stake? C O N T R O L Why do you think CheckFree has never been a branded service of the Banks? Same answer as above. This is a Nasty segment...almost vicious.

To: Harp who wrote (6799)	6/23/1999 4:05:00 PM
From: micny	Respond to of 20297

Unfortunately, I already bought earlier today, and am already down 5%.

To: Harp who wrote (6799)	6/23/1999 4:11:00 PM
From: Alan Villalon	Read Replies (2) \| Respond to of 20297

The race is on for the banks to sign on billers by the end of September. I doubt they will be able to accomplish what has taken CKFR a couple of years (especially with no hard evidence of a system)to do. Additionally, the banks have to worry about converting their old Legacy systems to catch up to speed with the rest of the brokerage and financial sectors. From the CC, Pete was very supportive of the "Exchange." Why shouldn't he be? CKFR can maintain a favorable relationship with the banks (he did say that Chase, FU, and WF constituted less than 20% of their revenues). Additionally, if the banks begin to realize that they can't catch up with the rest of the market (i.e. Integrion), CKFR is in an enviable spot to take over and provide the service. Like previous posts stated, there has been no change in fundamentals. It would be nice to see some STRONG BUYS from ML and some portal announcements. The time to buy is when panic is running rampant!