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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 (8844)	8/6/1999 11:13:00 AM
From: Benny Baga	Respond to of 20297

>>>My guess is .07 cents and 9%. Rob, Your probably a little high, IMHO. The guidance is .05 cents and 6%, I will go with that. Earnings don't mean a thing, especially since we will lose money the following quarter (with the revised guidance last quarter). Subscriber Growth is important. After last August, I will be happy if earnings are a NON-Event. Benny

To: Rob C. who wrote (8844)	8/6/1999 9:57:00 PM
From: g_m10	Read Replies (1) \| Respond to of 20297

Let's have an earnings and subscriber growth contest. I remember CF mentioned, when they started Yahoo deal, that it would cost them 4c in earnings. So my guess is earnings will be 0 to 1c. BTW, it shouldn't surprise analysts. I don't think growth accelerated significantly in April - June period. I'd be happy with 7%. IMHO, it is very important how they will handle the very first news release. It usually comes in 1-2 lines only. If Bloomberg's line looks like: "CKFR reports 1c which is 4c below expectations", then we are f@#%&d. Big time. If it says: "Record revenues, so many new billers in production directly with CKFR and in partnership <BILLS, etc>. Growth kept accelerating in July." Then we might even see a pop. Would be nice to hear, finally, the date when the portals go in production. At least the first one. Anyway, for the purpose of the contest my guess is 0.01 and 7%.