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

To: Longterminvest who wrote (13339)	1/26/2000 7:47:00 PM
From: Benny Baga	Read Replies (3) \| Respond to of 20297

>>>Surprisingly, I had raised the issue of subscriber growth with management on the april-98 conference call. Yeah, Kalpesh, you asked Pete if sub growth was cyclical, and Pete said no. I think management has had some trouble predicting sub growth, but that is what you get when you dependent on other parties for launch dates, etc. That is the model CheckFree has like it or not. I think Transpoint has been a joke up to this point. You know how many subs TP has???? I don't, but under 100K is a safe bet. Benny(IMHO)