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


To: tktom who wrote (8876)8/9/1999 9:31:00 AM
From: noiserider  Read Replies (1) | Respond to of 20297
 
"If you can stand the wait, it should be big."

I think with the earnings announcement imminent we're all a'twitter contemplating how long the wait will be. I think the consensus is that we will all pay bills over the net - someday. But should our money be somewhere else in the short term. I'm going to wait a bit longer before dumping CKFR.

My reasoning:

1. CKFR management has their money the same place we have ours (that is if you're long) and they are no dummies. They recognize the barriers to getting EBPP past the early adopter phase through focus groups and customer interviews. I believe the barrier solutions will be addressed in upcoming announcements. I'm guessing that Oracle and Intuit will participate.

2. The portals will be on-line soon.

3. Schwab and, I believe, Datek will be on-line soon.