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

To: Rob C. who wrote (8539)	7/29/1999 12:26:00 PM
From: micny	Respond to of 20297

Rob, What I'm suggesting is that in addition to market conditions alone, there is probably some pretty well founded concern about approaching earnings, not only because of this quarter last year, but because of a number of quarters. I am really wondering if meeting the number, pre-charges for the failed spo, pre-charges for the outage, pre-additional infrastructure investments, with or without substantial subscriber growth and without a portal announcement, will satisfy the market and sustain the share price? Believe me, I don't know anymore (like I used to think I did), I'm asking what the sentiment here is? If there isn't positive sentiment here, the market-as-a-whole reaction is likely to be pretty bad, I think.