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

To: Robert Gintel who wrote (13181)	1/19/2000 11:33:00 PM
From: AugustWest	Respond to of 20297

Does it really matter? Nope. Only one thing or maybe a few matter right now. first it did seem that there was some selling off yesterday and begining of today. Prior to earnings? Seems a trifle early, BWDIK? Secondly, do the blocks that go off under the bid substantiate the amount absorbed by thr retailer investor? SO far no. Once again ckfr is poised for a return to their highs, and god willing and NO DISAPPOIONMENTS or let downs from earnings should plaw ahead. What matters also is what Pete has to say about the Yahoo! deal, as well as other subscriber growth. As I am under the inpression, the flat sub. growth was due to inactive accounts(those not making the company money). So, ASSuME 90% of anyone who has signed up for the free trial period is not accounted in sub. growth, I'd surely be flustered if there is no mention, concrete numbers of hits or free trial sign ups fr5om the venture, as well as other numbers of new subscribers from FIs. This is a must IMO. And while it appears we dodged a bullett on the last flat growth, it won't fly in my books this time around. Also what DOES matter now that we are preceived as a 'nut company is bottom line. The street in the last few months doesn't want to hear about "lesser than expected losses" they want EPS. I know we are still a bit away from that, but there better be damn good reasoning behind it. Not "we're ahead of the curve and the wave is on the horazin" We'll get blasted for that. And Finally what is important to me is that this company begins to concen itself with shareholder value. We, those of us who have beein in here for two three or more years deserve something to rocket us. I;m looking as some of my other longs, and while ckfr has provided a freat trading stock when active, it ain't performed like some of my other ones. Those I don't worry about hourly, minutely. As a long time shareholder, I feel the time is soon approaching where we better see the rewards of our loyality. Yeah, I know it's up 15 fold from Oct lows, I was there picking up every even single digit until I was almost in tears when I grabed my last chance at $6(I know there is a god, and he shined on us that day). I woulda' ended up calling some of the most busy profesionals(in other industries) to get their support for this one down there. Shit, I was thinking then at $2 hell, I might get all the float in an extended family. Thankfully it never came to that. or regretfully. I suppose I'm outta' breath. Be well P>S. We all know what we are looking for next week, and save a slaughtering back to the 60-70 rnge, it's gotta take off. IE: firefalls/security!!!!!!!!!(yeah, everyone knows I'm fanatical about them and have holdings in a couple. But people are now dependant on them. CheckFree needs to become an addictive drug. All the moonshine drom these other upstarts will leave their participants with a biog hangover, and licking their wounds.

To: Robert Gintel who wrote (13181)	1/19/2000 11:56:00 PM
From: Tom Klempay	Read Replies (2) \| Respond to of 20297

Does it really matter? Mostly, its curiosity on my part as I like to know which funds are selling or buying CKFR. I don't know if this is a correct assumption, but I assumed that it was a sale since the price was lifted up and then dropped after that. So, someone selling 75K shares, especially so close to earnings, is somewhat disconcerting (to me). I guess we can assume that its not a management insider since their trading window is probably closed right now. Maybe I was wrong, maybe it was a buy. In any case, I'd still be curious to know who's buyin'... -tk