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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 (12869)	12/24/1999 2:55:00 PM
From: Big Al	Read Replies (1) \| Respond to of 20297

Rob, Merry C in NYC. I have been thinking about the stock price and the Bluegill deal and this is what I have come up with. See if anyone concurs. AIMHO: CKFR has been on a roll because it's C2C business is emerging into the masses going into 2k. But ever since Fla. which was 16 months ago we have been asking Pete K. about his B2B plans. Back then we got a response that was luke warm at best in terms of where CKFR was with their B2B products. Over the last year, I think CKFR needed to make faster strides in B2B and they were not getting it done. THeir lead in the EBPP space is dependent on B2B where the BIG $$$$ are. THey were stumbling in B2B with the likes of Spectrum, TP, EPAY, etc.... on their heels. This week, enter Bluegill and CKFR combo. Bluegill has existing B2B products and clients that CKFR desperately needed in order to stay ahead of the pack. This Bluegill deal is HUGE IMHO and nobody is really talking about it accept what it cost CKFR in stock. CKFR just alleviated the missing link they needed most. Yes, they did it in a subtle way because they did not want anyone to know that they were treading water in a business that will potentially dwarf C2C. I for one now realize that their stock may not at all be over valued now. Before Bluegill yes, after Bluegill, it may even be undervalued. Just my opinion, but now Tom's 225 is much more realistic. CKFR now is what we all thought they were but were not. They now have a real, operating, in market B2B business for $250mm in stock. That $250 mm extends the lead even further IMO, and earns them the right to lead into a potential Centi-billion market or even more, who knows. This is all just speculation and trying to read between the lines like TL does so well. That is it, Merry Christmas to all.