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


To: GREATMOOD who wrote (13945)2/22/2000 8:47:00 AM
From: Bruce Prescott  Respond to of 20297
 
I think bankers -- American or otherwise still don't have a clue.



To: GREATMOOD who wrote (13945)2/22/2000 8:52:00 AM
From: AugustWest  Read Replies (1) | Respond to of 20297
 
greatmood, welcome to the cult.

Could you post the whole article time providing? thanks.



To: GREATMOOD who wrote (13945)2/22/2000 8:54:00 AM
From: Benny Baga  Respond to of 20297
 
>>>Any thoughts?

Obviously, AB is forgetting the B2B and International implications of the deal. B2B is a Multi Trillion dollar market.

Benny(IMHO)



To: GREATMOOD who wrote (13945)2/22/2000 9:15:00 AM
From: Rob C.  Read Replies (1) | Respond to of 20297
 
Greatmood,

I ask you this. What if Checkfree allowed Transpoint to fly solo? How much would it have been worth in three years?
4 billion? 5 billion? If you believe that EBPP has a future, where do you draw the line? I believe that everyone that has access to a cablebox, an internet telephone or an ATM machine will be paying electronic bills in the next five years. Now let's think about this, how much is Checkfree worth? Right now market cap is around 4 1/2 billion, would you say that the market of EBPP will grow 50 fold the next 3 to 5 years? I say yes. So does Checkfree grow to four or five times it's current size and market cap? I say yes.

The question is really very simple, do you believe that EBPP will be the next growth application of the internet? Do you think that businesses will move into this area? I am betting the farm that they are. Are you?

Regards,

Rob