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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 (8730)	8/3/1999 11:26:00 PM
From: TLindt	Respond to of 20297

Just so everybody can see what he just said.... David Zimmer said..."it is all in one's own perspective but vision and foresight rule in the long term." And I said..."I'm not that simple in my posts, but complex...one is forward thinking, the other deals with a current perspective and conditions. So they can both be right...and IMO will be." He's educated...I'm not...I learned it all falling on my face, but there is something common there? And it boils down to this...WHAT IS...AND...WHAT COULD BE. So if you know the CURRENT MARKET IS CRAPPY....but over the course of the next 9 months EBPP should come into it's own...and CheckMonkey holds some key technologies in EBPP...how do we take advantage of it? Well I guess we know how....but when is important too...yea? Timing.... Ask the wife...Scott you got it...no need.

To: David H. Zimmer who wrote (8730)	8/3/1999 11:48:00 PM
From: peat	Respond to of 20297

between now and january the market philosophy will shift about 90%. by the first of the year we will have the EBPP pecking order pretty will established. GEeee~CKFR. BROADBAND is well into it's consolidation phase and should be a fairly ease read by year end. TXN~MFNX. BLLS could be the best buy out there. MARGIN~MORE. might have a few of them returnable bottles, some of you use, to try on INTF. if i can get DATEK to accept bottles i could be rich. pardon my divergence. after the first we will be judged on how we fit into these newly defined scenarios. the inflation-interest-y2k-internet stock-technointerbandect- issues will be much more understood. in a 6mo period i think we will have to go from being pro-active to re-active. JMHO pete

To: David H. Zimmer who wrote (8730)	8/3/1999 11:50:00 PM
From: TLindt	Read Replies (1) \| Respond to of 20297

>>>I do think this last quarter was a good one and we are beginning to see some of the results of the competitors like SONE -- beat the street and whisper -- probably get killed in the morning. Oh well, better days to come -- hopefully sooner than later. SONE uses CKFR...so we both get killed.... You know there is only so long that they can kill success. We're talking a change here...and I don't see Banks being the Big Factor...I see the House Banking Committee dealing with the Portal in the future trying to figure out how it all happened....and these Banks? What do they do, that can't be done on the internet more effectively? Biggest problem I hear about here so far is folks don't have an ATM....Is that a Bank?......The Internet reduces Banks to a commodity...there service and their function...it's a commodity, like toilet paper.