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

To: TLindt who wrote (6842)	6/23/1999 8:48:00 PM
From: Erik T	Read Replies (1) \| Respond to of 20297

The Internet is still the Wild Wild West and they just changed the Paradigm. As much as I hate losing money, it certainly is an exciting time. Erik

To: TLindt who wrote (6842)	6/23/1999 9:12:00 PM
From: Terry	Respond to of 20297

What is the billers perspective on this?? A majority, as I understand it, have already signed on with Checkfree. What competitive edge does the Exchange have over Checkfree?? That question seems to be the focus of Checkfree's press release. I think PK believes that Checkfree can do a better job than banks and they have a head start (about 18 mos to 2 years, is my guess). Banks still don't have pay anyone. They need Checkfree for that. The more people sign on for EBPP, the more will be enticed to total electronic billpay (ie pay anyone), the more subscribers to Checkfree's bread and butter. In my view, this is still very early in the development of a new market and way of life. I'm still looking for new subscriber numbers as the main evaluation of how Checkfree is doing.

To: TLindt who wrote (6842)	6/23/1999 9:21:00 PM
From: Tom Klempay	Read Replies (2) \| Respond to of 20297

Merrills going on line...CheckFree processes Merrill Bill pay...moves their money ect. Two Roosters. James Cramer has written several articles recently on the battle lines being drawn between the bricks 'n mortar companies vs. the i'net companies. The old guard is finally starting to get a clue that their very existence is in jeopardy and they will do anything to protect it. They realize that their currency (stock) can't buy what an i-net currency can. Say what you want about Cramer, I think he hit the nail on the head with those articles. Wish I could post them, but Cramer gets quite testy when people post his pay-for-view articles. Merrill, E-Trade, NetBank, CheckFree and a ton of others have the banks doing an about-face on this net stuff. -tk