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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 (7776)7/8/1999 6:24:00 AM
From: g_m10  Read Replies (1) | Respond to of 20297
 
NTBK is growing fast, about 50% a quarter.

It amounted to, I believe, 15,000 in five month. CF added 170,000 in three month. Just trying to make things look brighter. <G>

It takes time to get every biller into production. It took BellSouth a year to test their pilot. Good post on it at ragingbull.com So one day we'll certainly see a flood of all those billers going into production.

Sometimes I ask myself a silly question. Would the world be different if instead of going after portals, or in addition to it, CF went portal itself? Or may be it is not late yet?
Now, in hindsight, it looks like there was not much to loose anyway. CF could put banks' logos on its site. Even put a message that some banks may give this same service cheaper or for free to make banks feel better. And besides, if Integrion banks could go and form Exchange, why couldn't CF go portal.

The portal would be up and running long time ago. It would be a great way to raise awareness about EBPP among general public. We can only guess who would come. Internet is a funny thing. I remember seeing people bidding on EBay site for $5 dollar items, while EBay's service alone was more than $5 and goes on the top of the purchase price.

Just early morning rumblings.



To: Erik T who wrote (7776)7/8/1999 6:44:00 AM
From: g_m10  Read Replies (1) | Respond to of 20297
 
Since NTBK is a customer of CF, I thought this news might be interesting to the thread.

Net.B@nk(TM) Joins Armed Forces Financial Network

..."This alliance with the AFFN gives Net.B@nk access to a vital market of millions of ideal customers," said Grimes. "One of the inherent benefits of Internet banking is 24-hour-a-day account access from anywhere in the world. This will be particularly valuable to military personnel who frequently transfer from one base to another or are deployed on active duty for extended periods of time and would enjoy the stability of keeping the same bank account and having access to it no matter where in the world they may be stationed.

go2net.newsalert.com

Army folks might like Pay Anyone from Anywhere in the World service. Besides, they don't even need to have computers home. Army can afford to provide them 15 min a week of Internet time to pay the bills.



To: Erik T who wrote (7776)7/8/1999 7:35:00 AM
From: Benny Baga  Respond to of 20297
 
>>> Checkfree growing at 6% a quarter. They added fewer than 170,000 accounts last quarter. Wells had nearly that many new online customers, alone. Soon, NTBK may be adding customers faster than Checkfree!

Just to clarify. Yes subscriber growth only grew at 6%, but to understand where management is going you need to look at the subscriber growth for web based EBP, which grew at 50% last quarter.

Benny(IMHO)