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

To: Benny Baga who wrote (8315)	7/23/1999 6:45:00 AM
From: zuma_rk	Read Replies (1) \| Respond to of 20297

Ok, here's my early-morning, stupid observation... Can I assume that for all of our collective expertise in analyzing detail after detail about the innards and complications of bill presentment, OFX standards and advanced tea-leaf prognostications of stochastically inverted, exponential moving average bid-ask spreads, that we have perhaps foregone our ability to master the obvious...? As I'm eating dinner last night, I'm thinking about the AMEX announcement (God forbid I think about something other than CF), and Pete's words at the conference calls and Allen Shulman's words from the NYC roadshow start echoing, something about, "non-traditional financial and non-financial institutions entering the arena that may surprise you..." 'Course, I've been thinking of all manner of wild stuff like Amazon, and even the U.S. Postal Service teaming up with CF, *but it was this AMEX thing, fer cryin' out loud...* By my reckoning, this had to have been in development at least since the early part of this calendar year, and Cheers to Pete and Amex for properly keeping it under wraps until the appropriate time (Jeers, of course, to Yahoo for its leakage and disarray in their EBPP efforts). Not only that, but (if I may be permitted to continue to attempt to master the perhaps obvious -- forgive me if others out there have put this all together) I'd say that by extending the above theory a bit, the pieces have begun to fall together to explain the company's recent actions to prepare for this announcement, including: --the new customer service facility in Phoenix --commitment for $50 million in new expenditures --offers of free introductory periods to entice new customers --projections of rampups to 5 million customers within the next year --secondary stock offering (while perhaps not direly necessary, would have nonetheless supported the rollout of Amex's banking efforts) --hiring all these new programming and customer service folks --the company's restraint in marketing (probably better to wait until Wingspan, along with Amex, begin their multi-million dollar efforts to enlighten consumers to the joys of paying their bills electronically though an on-line bank) Anyway -- that's my two-and-a-half cents worth, and I'd bet ya that Checkfree brings along a nice, shiny, senior executive from American Express (or maybe a Portal person, which would also be a nice development), to the Miniature Golf and Check-stock festival in August. rk (my theories, and I'm stickin' with 'em)

To: Benny Baga who wrote (8315)	7/23/1999 2:20:00 PM
From: TLindt	Read Replies (1) \| Respond to of 20297

The war has Started, CheckFree supplies the bullets to both sides... I thought this was interesting... To: Tony Hsu (2122 ) From: Susan Slaine Friday, Jul 23 1999 12:30PM ET Reply # of 2135 hi Tony ... I have a business ... and get many payments from the netbank ... I thought it was a freak at first ... people actually paying through internet accounts ... but ... it is so new ... more people signing up for the convenience ... and am now seeing these checks more and more often Message 10630310 Wait until we got 300 Banks or so going after each other, and toss in 4 or 5 portals.....right now there's this little pissing match going on...but it think it's soon to get to be Total War.