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

To: Benny Baga who wrote (12064)	11/16/1999 7:51:00 PM
From: TLindt	Respond to of 20297

>>>Oh come on. Do we have to go through this again? Predictions of doom and gloom based on pure speculation (i.e. TP IPO, etc.). I never seen this thread overreact so much to so little (200K subs, etc.). Anyone care to talk about fundamentals of the company? How about the successes (or lack there of) of the competition? Emotions...time to pull out the charts. What do they say?? I use three indicators in trading....one I call the tachometer, the other is engine heat and the other is the speedometer. How it happens is first the tach gets to red-lining. Then the engine heat comes up until it literally blows up. Finally the speed of the stock slows down along with the price. Where this stock is at? It's been red-lining for a week. The Engine is superheated and that announcement nearly blew it up. But it's still running at top speed. FWIW. Now....I don't need anything more then that for trading.

To: Benny Baga who wrote (12064)	11/16/1999 11:33:00 PM
From: Bruce Prescott	Read Replies (2) \| Respond to of 20297

Benny, I didn't intend to leave the impression that my opinion on the prospects for Checkfree had turned to doom and gloom. I was just trying to think of a worst case scenario. Actually, it is hard for me to see how any loss of revenues from 50,000 customers at Wingspan could add up to 100 million. It would be easier for me to conceive of the 100 million going to acquire Wingspan. Then again, 100 million seems like an awful lot to pay for 50,000 customers. It seems more probable that Checkfree would be using the funds to advertise or to give incentives that would accelerate the adoption of EBPP. Maybe its both. Maybe its neither. I don't have a problem living with uncertainty. It does help to have somebody like Tom Lindt or Benny Baga writing about the need to be patient. Looks like Tom's cashing in and Benny's hanging in. Tom's looking short term, Benny's looking longer. My natural inclination is to go with the longer term. Bruce