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

To: Big Al who wrote (13117)	1/13/2000 3:37:00 PM
From: Big Al	Read Replies (1) \| Respond to of 20297

Just a few probably meaningless observations: - First part of Jan. for three years has had a dislike for CKFR. - Ray Archibald has been one of the most correct analyst on this stock for the last two years, so who do you like, Zandi? Ray's got this Q at 7.3% sub growth. We will know soon enough. - The Wells signing is huge, IMHO. A spectrum participant resigns even with all their spam. The market has got to see this. Looks like the BIG Bank discount is working. - Tom L. bought some traders at 70 only to sell three weeks later at a double. Not Bad. JUST KIDDING.( I hope this happens, he is hot. But I really have no idea if he did buy at 70 or not and I can't predict the future either.) - CKFR is executing and extending their lead. AOL,YHOO, Exite will highlight EBPP.

To: Big Al who wrote (13117)	1/13/2000 3:50:00 PM
From: Robert Gintel	Read Replies (3) \| Respond to of 20297

>>>And by my calculations, he's sold nearly 3 million shares since last October 8, when the proxy was filed:<<< The Checkfree proxy overstated our holdings. Management neglected to check our position when they prepared their proxy filing and used an out-of-date number. Our Fund reduced it's Checkfree holdings in 1999 from 1,650,000 shares, to 500,000 shares at year-end when it still accounted for a hefty 23% of our portfolio. Our sales were made between $55 and $106. Our position is higher now because we have been buying some stock back in here. The upside move in Checkfree was so great compared to our other holdings, that there was not way we could justify keeping in a publicly held mutal fund, a stock that accounted for more than 60% of our portfolio. Not even WE could could live with that concentration of assets.