Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jody Ritchie who wrote (13336)	1/26/2000 7:35:00 PM
From: Longterminvest	Read Replies (1) \| Respond to of 20297

Surprisingly, I had raised the issue of subscriber growth with management on the april-98 conference call Its been almost 2 years and they have failed to address the issue and/or make investors focus on different valuation metric if they thought it was irrelevant to them. 5 times in last 8 quarters since I have been following the company, the management has screwed up either on execution or on guidance. I think they definitely need to communicate better with the investor base. Also, on first mover point, there are series of companies which failed to capitalize on their lead- AMD, 3Com, Apple, Novell, Lycos and mind you, all of these companies were competing against the following. Intel, Cisco, Microsoft and Yahoo. CKFR also has MSFT against it. Yeah, you can argue that AOL and Intuit warded off the threat-but they had sound management and had few disappointments on the way. I would hate to see this company go the first way. Having said this, I am back in at 65 and trying to rationalize my move. By now, these guys are well experienced and seasoned and should not have any problem guiding better and outperforming. (I have a lot of experience with savvy management teams as I do this job day in and day out and couldn't emphasize more on how important it is to communicate your outlook better.) enjoy the bumpy ride, guys.