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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: John F. Dowd who wrote (37934)	2/16/2000 12:03:00 AM
From: axp	Read Replies (1) \| Respond to of 74651

MSFT muscles into electronic bill paying/rendering and gets paid 1.1 billion That's really putting a good face on the CheckFree / Transpoint merger. Transpoint has been stumbling, losing money, and missing it's own target dates for functionality by years. The part I agree with you on is that MSFT got a good deal by finding a way to stay in this business at all instead of being driven out with their tail between their legs. This has Ballmer written all over it, IMO. Get back to basics, concentrate on core strengths. MSFT got promises that CKFR would use MSFT OS and database, which will come as a real shock to ORCL who CKFR had a prior agreement with. MSFT also gets to plug a single dominate bill payment processing engine into MSN and the upcoming Next Gen Window Services instead of their feeble Transpoint venture. All in all, MSFT did OK on this, but walks away with some some egg on their face. I own both CKFR and MSFT so I'm actually tickled pink. It's a big win for CKFR.