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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 (10031)	9/13/1999 12:57:00 PM
From: AugustWest	Respond to of 20297

>>I mention this for whatever value it might have. Bob, I try to find value in every thing. It might serve to inform us who is behind some of those 10K trades I saw last Thursday or Friday. Again, if that's worth much.

To: Robert Gintel who wrote (10031)	9/13/1999 1:19:00 PM
From: CAPT TONY	Read Replies (1) \| Respond to of 20297

Interesting, this is an excerpt of SSB's last report (dated August 12, 1999): --SUMMARY:--CheckFree Holdings Corporation--Electronic Commerce * 4Q99 revenue was $70.8m. EC unit revenues were in line with our expectations. * CKFR reported adjusted net income $2.8m or $0.05/share, $0.01 greater than our estimate. * Operating margins were 0% in the quarter, down from 4% in 3Q99. * Subscribers grew 6% to nearly 3 million. * We maintain our 3H rating and our $20 price target. * The near-term catalyst will be success at Yahoo! JV. I can't help but wonder if they have: 1) changed their minds 2) have customers buying the stock, ignoring their analysts target of $20.00 3) or if the analyst report is somewhat biased do to the fact that SSB is owned by Citi, a competitor of CKFR. Just some random thoughts? Capt T.