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

To: Robert Gintel who wrote (9661)	9/5/1999 10:46:00 AM
From: tktom	Read Replies (1) \| Respond to of 20297

Bob Gintel, once again, thank you for your "big picture" analysis of this company that many of us have held since inception. While a good number of posters on this board are "blood hounds" to the highest degree, and can find most any nuance of information related to EBPP, sometime some of the details get in the way and have us forget the long term growth potential of our adopted stock. While a lot of folks want to see the flashing neon sign when CheckFree lands a client (i.e. AMEX), seems that Pete Kight and Company are doing exactly what they should be doing....Expanding the distribution model, but doing it low key way so as not to destroy the relationships (the Banks) that put them in business in the first place... Should be a great week ahead!!

To: Robert Gintel who wrote (9661)	9/5/1999 12:57:00 PM
From: Wesley0428	Respond to of 20297

Bob, could you also ask her what her confidence level is on the AOL relationship and timing. From what I've heard, there may be some issues with AOL asking for more than CKFR wants to give and with concerns about AOL's level of customer service. On the plus side, I would expect multiple additional portal deals to come to light before year end.

To: Robert Gintel who wrote (9661)	9/8/1999 3:03:00 PM
From: TLindt	Read Replies (3) \| Respond to of 20297

RE: I'll ask her when I see her! From and RE from Sloan about Litan change in attitude about CheckFree.....and Roberts prior Questions about what was the result of that INTU vs. CKFR suit...over an AOL pissing match. I think I found BOTH....but you could ask her! BUT I looks like she answers it all right DOWN ON THE BOTTOM. September 8, 1999 CheckFree, Yahoo! Live With E-Billing The deal that prompted a lawsuit and, arguably, the formation of a banking consortium has materialized: today Yahoo! Inc. began presenting bills to consumers, with CheckFree Corp.?s help. Registered Yahoo! users may sign up for electronic billing, schedule and review payments at either its finance section www.finance.yahoo.com or a personalized area www.my.yahoo.com. Some attribute the creation of the Spectrum e-billing consortium to banks? disgust that CheckFree, the leading consolidator and processor of electronic bills, was working with portals, which are vying with bank Web sites to be the main distribution points for consumers? bills. It is widely understood that the CheckFree, Yahoo! alliance also prompted Intuit Inc. to file suit against CheckFree. (In statements, the companies only addressed the ?alleged breach of contract? obliquely.) Intuit, operator of www.quicken.com, apparently thought its alliance with CheckFree would be the consolidator?s sole portal deal. The two settled their differences recently, notes Avivah Litan, research director with Gartner Group. In an upcoming arrangement, Intuit is to present bills on America OnLine, subcontracting CheckFree to process the payments associated with those bills. electronicbanker.com; So acording to her, we have AOL right around the corner.