Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ron S who wrote (8768)	8/4/1999 7:26:00 PM
From: Erik T	Read Replies (1) \| Respond to of 20297

Looks pretty bad out there. Many, many big and small name internets broke resistance today. Checkfree often trails the market by a day or two. Interesting how inefficient the markets really are. With increased business, revenues, and prospects as bright as ever, eBay price down about 74% from its recent high. I guess the whole internet is going to blow up tomorrow. No more real time quotes. What a bummer. Oh well, back to checking mutual fund prices once a quarter. As bad as it looks, CKFR is still up over 400% from its lows last year. Erik (IMO)

To: Ron S who wrote (8768)	8/4/1999 9:36:00 PM
From: Benny Baga	Read Replies (2) \| Respond to of 20297

>>>Please email these ideas right away to Just sent a long list of Questions to Tina. Benny

To: Ron S who wrote (8768)	8/7/1999 10:46:00 PM
From: Erik T	Read Replies (4) \| Respond to of 20297

Here are the questions I have sent to Checkfree investor relations. I wish I could attend. Very anxious to hear everyone's comments from the meeting. Last year was reinspirational. 1) Current revenues in EBPP come from initial sign-up fees, monthly fees, and per transaction fees. How do you see this evolving in the coming years, such as a switch to a per transaction model only? Are there benchmarks, such as some number of subscribers or number of monthly transactions procecessed by Checkfree each month, that will dictate when changes in pricing structure will occur? 2) What will be the pricing structure when the service is rolled-out on the portals? How long will the free "trial period" be? How costly to Checkfree is a new subscriber during the free "trial period"? 3) Going forward, as revenues increase from current levels and current subscriber and transaction levels, Can you give a sense of margins on new revenue? With 5 million customers? With 10 million customers? 4) What role does BillServ.com play in theEPBB arena? They have agreements with Checkfree, Transpoint and individual billers. Does this mean they have the ability to aggregate and present current E-Bill billers, Transpoint billers and their own billers? Does Checkfree derive revenue from BillServ.com? Does BillServ.com derive revenue from Checkfree? If so, how? 5) What is likely to happen in the evolving field of bill presentment? I know that I want to be able to view all my bills electronically, whether my billers have a deal with Checkfree, Transpoint or eConnect. How will the current barriers to interoperability between aggregators likely be resolved? How about revenue sharing between these parties? 6) There was mention of striving for 5 million customers by June, 2000. Where did this number come from? How confident are you that the growth rate will accelerate so much? When do you expect the bulk of new customers to come online? Or do you think they will be balanced over the next 10 months? 7) What is the biggest threat to Checkfree's dominance in EBPP going forward? 8) What is/are Checkfree's biggest asset(s) to maintaining dominance going forward? 9) Are there any plans to sell any other Checkfree businesses?