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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 (12891)12/28/1999 4:14:00 PM
From: james m. schultz  Read Replies (1) | Respond to of 20297
 
Benny, one thing I have always admired in CKFR's CEO is not caring too much what the market (wall street) perception is. That is only admirable, of course, IF CKFR CAN DELIVER its business model.

I believe CKFR is delivering and will evolve over time.....quietly. Not announcing B to B initiatives or proclaiming itself something it CAN NOT deliver.

Banking is changing before our eyes.....mail is changing.....procurement & product distribution is changing...... our little monkey is in a very good place without "the press", and does not have gross overvaluation like some low barrier to entry sectors of the internet.

Just a spew...as I see it.

jim



To: Benny Baga who wrote (12891)12/29/1999 11:17:00 AM
From: Rob C.  Read Replies (2) | Respond to of 20297
 
Benny,

You write...."And then CheckFree buys B2B - BlueGill (that has about the same revs as VERT - 10 mil.) for 1/4 billion. Apples and Oranges I know, but something to think about."

IMO Checkfree is not being viewed as a B to B player yet. Evidence of this was just on CNBC as a host of other companies were put up on the screen and there was no sign of CKFR. It will take the street about 100 points and 3 months to figure this out...lol.

Regards,

Rob


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