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

To: Brooks Jackson who wrote (12712)	12/14/1999 7:58:00 AM
From: Benny Baga	Read Replies (2) \| Respond to of 20297

>>>So you are saying Spectrum could actually be a threat? Sounds like it, and I agree. I think TransPoint is a Threat also. But the way I look at it, CheckFree has less competition than an ETrade or a NetBank in their markets. I think ETrade has around 10% market share, and NetBank is in the low single digits. While I agree Spectrum has better partners than the original Integrion, they are very late to the dance. If the Banks were so concerned about the Portals, why has it taken so long to get E-Bill up and running. Wells Fargo has been playing around with E-Bill for three years with no results, meanwhile Yahoo! is delivering E-Bills Today. Guess that is the difference between Internet speed and bank speed. Benny(IMHO)