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

To: CAPT TONY who wrote (10136)	9/15/1999 9:29:00 AM
From: Benny Baga	Read Replies (1) \| Respond to of 20297

Thanks! Capt. Tony!!<eom>

To: CAPT TONY who wrote (10136)	9/15/1999 10:20:00 AM
From: micny	Read Replies (3) \| Respond to of 20297

Makes sense to me; lots of good news, price down 12% from yesterdays high. Go figure!

To: CAPT TONY who wrote (10136)	9/15/1999 10:23:00 AM
From: Ron S	Read Replies (2) \| Respond to of 20297

Does management realize that in the days following our(SI thread) NYC meeting, the shares rose by over $10. However, since the middle of yesterday's meeting with institutions, the shares are down $5-1/2. I ask you now, what group is more beneficial to talk to? What group understands the company better? What group yields more market weight, especially in the right direction? In other words, we get it, they don't.

To: CAPT TONY who wrote (10136)	9/15/1999 10:27:00 AM
From: micny	Respond to of 20297

...actually I guess you would say they think its' price is too high now; "...but would not chase it too aggressively at present due to its very healthy rebound in recent days and weeks."

To: CAPT TONY who wrote (10136)	9/15/1999 3:39:00 PM
From: TLindt	Respond to of 20297

I guess more detail is needed... Fiscal Year 2000 Goals Were Articulated as Follows: * Provide dial-tone quality (99.9% uptime), meeting all service- level requirements * Sign 55 new billers, bringing the total to 120 of the top 150 (versus 64 at 6/99) * Have 90 billers in production, up from 29 at 6/99 * Reach for 5 million subscribers, versus 3 million at 6/99 (and versus our forecast of 4.3 million) * Continue to develop new products and services that leverage infrastructure * Lower per-unit transaction costs 10% * Remit 55% of bills electronically, up from 50% this past year * Achieve financial target of EBITDA break-even at a minimum Message 11255745 We Are Looking For Electronic Commerce Revenue To Ramp. We expect Checkfree's subscriber base to grow from 3.0 million currently to 3.7 million to 4.0 million by June 2000, a 33% growth rate. Online bill payment and presentment is supposed to ramp up from 4.0 million currently to 15.3 million by 2002, a 56% growth rate, but based on the near-term forecast of 33% growth, most of the acceptance is back-end loaded in later years. The crux of this analysis is that Checkfree, as the market leader, has an excellent position to dominate this market. The challenge is getting customers to accept and use the product in the near term. Since we do not know the acceptance rate from the portal customers, we believe it is prudent to wait until an uptick in subscribers and/or revenue occurs. Message 11259980; So....they are saying...based on our numbers and the way we figure...and not managements...we figure this. Ok that's fine...and I hope like the dickens you guys mis your conservative numbers. Then I can sell my traders off to your customers for a stiff premium, cause you ain't buying them in the 40's.

To: CAPT TONY who wrote (10136)	9/15/1999 8:32:00 PM
From: Sam Biller	Respond to of 20297

Is "Buy" J.C. Bradford's highest rating? Thanks, Sam

To: CAPT TONY who wrote (10136)	9/20/1999 2:47:00 PM
From: Benny Baga	Read Replies (2) \| Respond to of 20297

Another possible source of new revenue that none of the Analysts have factored into the price... J.C. Bradford: "Business-to-business payments are complex, but CheckFree is working on the service for launch late this year or early next year. These services will leverage nicely the current infrastructure and as such are expected to be highly profitable business lines." I remember pete saying at the meeting that CheckFree pays almost all its invoices electronically with this system. Benny(IMHO)