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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 (13943)2/22/2000 8:41:00 AM
From: Charlie Smith  Read Replies (1) | Respond to of 20297
 
Rob:

Adoption is going to be much quicker now...I think that the FDC portion is going to give us size, the Transpoint portion marketing, and the Citi portion access to immediate subscriber growth.

Still a very slow process, IMO.

Yes, FDC helps on cost.

Transpoint was basically invisible to the consumer; potential there is still a function of bank and biller adoption rates, which may speed up some now that there's only one vendor.

Citi's contribution here is almost nil. They're still largely doing their own thing.

Hate to admit it, but ad spending by "scan & pray" types has done more for public visibility of auto bill payment than anything over the last 6 months.

Charlie



To: Rob C. who wrote (13943)2/22/2000 8:44:00 AM
From: GREATMOOD  Read Replies (4) | Respond to of 20297
 
Did CKFR pay too much for Transpoint?

"American Banker" today is reporting today that the street is asking why CheckFree Holdings is paying such a high price for Transpoint.
They point out that the deal will result in a net cost to CKFR of $900 million dollars.

Any thoughts?

GM