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Gold/Mining/Energy : BCE Emergis - global e-commerce -- Ignore unavailable to you. Want to Upgrade?

To: salva who wrote (936)	9/21/1999 11:35:00 PM
From: Big Idea	Read Replies (4) \| Respond to of 1341

I hear they are focusing on health, financial, and also on Telco (Bell and Ameritech as customers). Their future is financial so it is no surprise they are selling TotalNet and dropping none core products. Focus is definitely a good thing. What the hell is so good about CKFR - they are $28 US off the 52 week high. They are behind when it come to EBPP. All they do is payment - their presentment is not great and they have lots of competition for payment. Banks are dropping them in the US on a daily basis because the offering is weak and provides no value to billers. Compared to Emergis' eroute offering both the US version of Transpoint and Checkfree are a distant second. I have heard there are international opportunities for Emergis for EBPP. I am also disappointed on the lack of news and action, but I would rather have a well thought out strategy and have them buy companies that make sense - not just get a US listing. As far as brokers go - when is the last time a Bell owned company lost money? The ecommerce space is possibly the biggest revolution in how business is conducted in history - especially Business to Business and Bell is very well positioned with Emergis. Tell them to get there heads out of their collective asses and accumulate stock under $40. They will be glad they recommended it when they have happy clients and big fat commission checks. In case anybody can't read between the lines - Emergis is going to dominate the financial institutions in Canada in terms of ecommerce and will have a presence in the US - no need to dominate with over 3000 banks - and guess who has money to spend because they make it like oxygen -BANKS. Nice vertical to own. Sell your damned CKFR and buy IFM and don't talk about CKFR anymore on the IFM thread!