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Technology Stocks : BillServ.Com(BLLS) Going for the EBPP Market Small Billers -- Ignore unavailable to you. Want to Upgrade?

To: Benny Baga who wrote (410)	7/15/1999 11:09:00 AM
From: David H. Zimmer	Respond to of 918

After nibbling at BLLS for the last few months several reasons to begin accumulation are now on the table. If this company is to be successful it must obtain its NASDAQ listing. In order to do this its stock price must perform, i.e., it must remain above $5 a share. With that type of floor and with the public's now awoken awareness of the EBPP marketplace, it appears to me that anything around this level will perform well. We are in the market buying on dips and will continue to do so for some time to come.

To: Benny Baga who wrote (410)	7/15/1999 11:49:00 AM
From: Gregg Soster	Respond to of 918

Your missing one major point, which has made CheckFree what it is today. Economies of Scale, which will become more important than ever with increased adoption rates. Pardon me but your missing the point. The bank forwards the payment instructions on to CKFR. Economies of scale are still in place, its just that the bank holds the customer profile and could if they wanted to split some payments to CheckFree, some to Princeton, keep some in-house ect.. oh and BTW they could datamine that information for competing bill like a credit card payment to a competitive bank and cross market their products to targeted customers. That is the real value of holding the warehouse.