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


To: Mama Bear who wrote (7214)6/26/1999 11:46:00 AM
From: Rob C.  Read Replies (1) | Respond to of 20297
 
Barb,

Well I guess the last week has taught me another investing lesson...."don't put all of your eggs in one basket" again. I am still bullish. I don't even know why. I just feel that the company should be trading at 50, even in today's market. Considering where the tecgnology has come to and where CKFR ranks with regard to it's internet peers. The earnings potential IMO has not been hurt this week, but greatly enhanced. The more exposure the company and service gets the better. No one can accurately forecast how large the e-bill/e-payment market will become, but if CKFR retains 50% of such a market, it will be a major revenue producer in the coming years. I guess the SSB report was right on certain points, but the market has a way of making everyone right sooner or later. This week the bears were right, maybe next week as well, but eventually the bulls will be right again.

Regards,

Rob