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

To: micny who wrote (12614)	12/9/1999 7:57:00 AM
From: D Mueller	Respond to of 20297

They just posted a corrected transcript. CNBC 12/9/99 - 7:37:38 AM .....Holding 75% of the market in terms of subscribers and has a formidable distribution effort, and on and on in terms of technology and high scaleability. That was a word that c. Michael armstrong used time an again on monday. Scaling, we are scaling, scaling, scaling. See if a lot. Anyway, they see scaleability and growth, initiate coverage of checkfree is a buy rating, $100 price target. American home products moving down of late. Not a lot going on with the battle for warner-lambert. May that be we actually are in a holding pattern through the holidays and then through the early part of january. January 31 is now when the court in delaware is scheduled to hear the lawsuit. Trying to throw out the cross option agreement, termination fees as well. American home products moving down lately, that is why i mention it. Stock off again yesterday and almost back to the level it is inhabited prior to the announced merger of equals with warner-lambert. This morning, over at csfb, they say recent conversation with management reveal that had margins are still getting hit a bit in the company's agriculture business and as a result, csfb lowers the fourth quarter earnings estimate to 44 cents per share from what had been 46 and 1999 goes down as well 2 cents to $1.75 In earnings. But that $1.75 And what they are expecting as well, makes ahp the cheapest drug stock and in fact, csfb said we still like it a lot, we they that regardsless of what may happen in the fight for ..... tveyes.com DRM