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

To: MARK BARGER who wrote (12157)	11/18/1999 12:55:00 PM
From: zuma_rk	Read Replies (2) \| Respond to of 20297

Not to contribute to the "unfounded rumor" mill, but has anyone thought of the strategic advantage of AOL possibly taking out Intuit rather than Checkfree...? Random thoughts: --Intuit has demonstrated its willingness to be acquired before, having been in play during the Microsoft fiasco. --Intuit lost its CEO -- no replacement yet, I believe --by owning Intuit, AOL owns the whole enchilada -- personal finances, taxes, web portal, 20% of billpay leader checkfree, online insurance and mortgage business, etc. --AOL has an army of technical folks at its disposal, via Netscape acquisition & Sun alliance --what better anchor for AOL subscribers than to get all their bills / bank statements / insurance, etc. through AOL/Quicken (blows away "fluffier" offerings, like "you've got Pictures", IMHO). AOL will keep its subscribers for life... --AOL gets a huge strategic advantage over MSFT's offerings via MSN.COM, Microsoft Money, and MSFT's soon-to-be-released tax product. Anyway -- random speculation as I try not to get blinded by those paper profit headlights.............