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

To: David H. Zimmer who wrote (8258)	7/21/1999 11:07:00 PM
From: robert scheb	Respond to of 20297

David Keep talkin..... Took me awhile to catch on but I made some money on USAB. Scheb

To: David H. Zimmer who wrote (8258)	7/21/1999 11:10:00 PM
From: TLindt	Read Replies (2) \| Respond to of 20297

>>>Consider them marked and you are right -- now do we tell all the others what companies will emerge victorious or do we keep the information under our hats? Right to this extent, that big billers come up one at a time, and one every so often as they solve their 'individual' legacy to internet distribution problems. The premisis is that once Intuit solves it, once...they can package it into the QuickBooks Program 2 Million times. That's leverage...that's the power of duplication, mass production, inter-changible parts to put it into Industrial Revolutionary terms. An assembly line to bring all small business on line for what $100 a year for QuickBooks plus a transmittal fee less then postage? And now...a year of so after first posting that up to Charlie..I see the Technology out there to make it happen...It can be done. By Interface...they lead conversion of legacy data...IMO. I mean we've been sitting here for over a year getting geeked over this new biller or that one...AT&T, MCI et. al. Now, one has to ask himself, herself...how you would feel it your dentist, flower store and the marina started sending you e-bills? It can happen, the technology is there now. I think Interface could do it, unless Intuit is married to Just-In-Time...that's why I buy them all to spread my risk. But Just-In-Time is private so I buy those I can...which just leaves a few. So..going deeper..CheckFree has a partnership with Orcale, and Orcale has a partnership with Interface. Interface converts the data flow which feeds the Ocrale server...which feeds the CheckFree distribution of e-bill NetWork. I'm buying the whole pipe.