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

To: Rob C. who wrote (12442)	12/1/1999 11:48:00 AM
From: Benny Baga	Read Replies (2) \| Respond to of 20297

Merrill Lynch Launches Merrill Lynch Direct(SM) biz.yahoo.com Electronic Bill Payment Convenient electronic bill payment may be accessed either through the Merrill Lynch web site, or the client may download account holdings and activity into Quicken personal finance software programs. Benny

To: Rob C. who wrote (12442)	12/3/1999 10:52:00 AM
From: Steve Lewis	Respond to of 20297

Anyone listen to the v-call? Yes. I listened to it and there didn't seem to be new ground though he: 1) reiterated the focus as being with the Consumer & later with Business to Business & International markets 2) reiterated the scaling of the CKFR solution to make a massive, hard to match, fault tolerant "processing" service business proposition 3) mentioned that $50M in the last year was used to grow the plant and that the lack of profits in the next 12(?) months is a result of infrastructure investing. 4) The money recently raised will be used for acquisitions to help consolidate their leadership position Unless people shy away from electronic commerce in the future(& don't need CKFR), the "big picture" portends a great multiyear run IMO. Maybe the lack of profits over the short term will keep the price from going to Mars & will allow some of us to buy more :)