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

To: Robert Gintel who wrote (7618)	7/1/1999 8:13:00 PM
From: TLindt	Read Replies (1) \| Respond to of 20297

>>>Looking foward to being with many of you in August, and this time Tom Lindt you better make it. Your insights are oustanding and your humor incredible. Hey Bob, Thank you for those compliments.... You want to know where the next broadside, or buying opportunity, comes from as far as CheckFree is concerned...like the Exchange? The United States Postal Service....yea that's right the other party to loose big time on Bill Presentment. Why do they all stand to loose, because they add absolutely no value to the process! They just control a distributional monopoly. This Business is a threat to all the current players Banks & the Postal Service. Why because 98% of us use the current system; of going to the mail box, throwing our bills in a pile...then picking them up after a week or two and then sitting down and writing all the stupid checks...update our check register balance, then move on to the next bill, month after month year after year..yada, yada, yada. Under the current system they supply all the paper and you and I do all the 'paperwork', which feeds them when we return our paper back into the system....and on top of that we have to do all the math. I'm Stupid, and there ain't nothing like pushing a button and seeing the register balance updated realtime and the check sent without sending it...gone and done. The ones that are fixed monthly are the best...you don't even do s#it just look once in a while. So who wins....The Banks, The Post Office, The Quicken Guys, The Portals, The Billers, The WalMarts? The guy with the widest distribution channels...and gives the consumer choice, where there is none now.

To: Robert Gintel who wrote (7618)	7/1/1999 8:51:00 PM
From: TLindt	Read Replies (1) \| Respond to of 20297

>>>Conversely, I think of selling, when the thread starts exhuberant cheerleading, setting ridiculous price targets, and complains that management may be selling us out too soon before the stock price reached some of our very lofty individual price targets. As you will recall, I was very uncomfortable with all the eyahhhing going on here and I cautioned restraint. I warned there was always something unexpected that could come out and bite you, especially with checkfree. Double edged sword eh?...I thought of selling and already had unloaded traders by the time all you folks wanted to come up and talk to woody the 2x4 in Michigan.....I don't think the price targets are ridiculous longer term. I didn't like the yahoo deal...still don't for 3 billion, they have a powerful currency in their stock and it costs them nothing to create it being a leader, their is a conflict however...unless the price is right. AS AN EXAMPLE the Lycos's purchase of Who'sWhere...Excite had used Who'sWhere for E-mail up until Lycos bought them...then Excite started with a new Service from scratch chucking Who'sWhere on their NetWork...lest Lycos get the eyeball exposure credit advertising et al. And therefore I suppose if Yahoo! would have knocked off CheckFree none of the other dominate portals would have hooked up with a Yahoo service for their users, in addition to Banks, and that would have ground the service into a narrow segment within one portal network, Just Yahoo! That is not acceptible, at this point since e-bill is no where's near the penetration of e-mail with the masses. Sometimes I just explain what I feel and don't say what I mean, because the whole idea is assinine. Screwed up on the spelling I'm sure.