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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 (12802)12/21/1999 8:13:00 AM
From: Charlie Smith  Read Replies (1) | Respond to of 20297
 
Benny:

CheckFree has a lot in front of them, execution will be the focus...

I'd like to see us start a "CISCO" roll; as the stock begins to move, start buying up providers of key vertical EBPP technologies. Tuck in other key components (XML toolmakers, for example) as you go. Move fast. Done the CISCO way, it means about a deal per quarter, often two. Higher risk; you need great people and a PLAN.

Charlie