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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (1132)	1/2/2000 10:03:00 AM
From: Poet	Respond to of 1817

Mike and Stock Hawk, Re. the recent pullback/retracement in CMRC, it looks as though it has begun to climb again. Options on CMRC will begin trading this week using the letters RUC.

To: Mike Buckley who wrote (1132)	1/2/2000 8:30:00 PM
From: Jill	Read Replies (1) \| Respond to of 1817

From the Bullmarket report, fwiw: Oh, CheckFree (CKFR), how I love thee, let me count the ways. Ah, who am I kidding. I am not in LOVE with CheckFree. Oh no, this is not love at all. This is pure, raw infatuation. I dream about CheckFree. I write CheckFree on all my notebooks, with its name and mine drawn inside of little hearts of blue ink. I cannot get enough of it. It is just so, well, Hot. Forget diversification. Diversification is for wimps. I want to put it all in CheckFree! But then the adrenaline settles a bit and reality settles in. You can't put it all in one stock. You simply have to have something else in your basket. I know this and embrace it fully. But, CheckFree just seems so perfect. We have talked many times about all of the angles CheckFree has on success. One of the most commonly overlooked aspects of CheckFree is that it is a B2C* play AND a B2B* play. Sure, it has created an online bill paying service that any of us can sign up for. But the big money is going to come from technology licenses and support. They are selling the ability to set up online bill payment to othercompanies like Yahoo! and American Express. Just like AskJeeves (ASKJ) is licensing their question-answering technology, CheckFree is licensing their bill payment technology. And that is going to mean big time revenues. But, perhaps most importantly, CheckFree appeals to me at the simplest consumer level. I hate to pay bills, so CheckFree will do it for me. That is another rule of investing we should keep in mind. The "Diaper Changing Rule: "If someone is providing a service that does for people what they themselves hate to do, and the company makes a profit, then they are probably a good business. This is doubly true if the service they provide is sexy. Diaper changing is not sexy. Paying bills is. There is nothing I want more than to invest rationally, intelligently, and wisely. Then again, if I were able to do that I would either be the greatest investor, or I would be the "Value" investor who didn't put a penny in the Internet and who cries himself to sleep every night. No, I think it is better to have a rational portfolio, laden with one or two home run picks that let me reach for the stars. And CheckFree just might be a wise, rational investment that let's me reach for the stars at the same time. Now THAT is sexy. B2C - Business to Consumer B2B - Business to Business