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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 (13285)	1/26/2000 10:25:00 AM
From: David H. Zimmer	Read Replies (1) \| Respond to of 20297

No, just sold the remainder of the position above $100. That being said, my average out is above where the stock is trading now. Take a look at the upcoming Killen study on EBPP and more importantly, ESP (Electronic Statement Presentation) which is the reason we opted for INTF. It is my belief that INTF will follow in the path of BlueGill and be acquired within nine months but again, time will tell. The longer a suitor waits, the higher the price based upon revenues. Fundamentally, my assessment was correct but let's face it, I sold too soon. Now we have to time an entry point. Does anyone have an idea as to the length of the Wells contract? There is a great deal of business there and if it leaves to go to Spectrum there could be further problems. For those of you long this stock, in the long term you have a major winner, when that will happen remains the question. On a positive note, the contribution from secondary segments of the company remains strong. Best to all as always.