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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mathemagician who wrote (21368)	3/26/2000 5:27:00 AM
From: Yamakita	Read Replies (2) \| Respond to of 54805

Mathmagician, would you mind talking a little on the value chain of INTF? In what ways are INTF's products/solutions discontinuous? You wrote that the US ESP (electronic statement presentment) and EBPP (electronic bill presentment and payment) market is in a state of hypergrowth--from $2.5 billion in 98 to about $32 billion by 2005, and is led mainly right now by Checkfree (CKFR). Do you see INTF eating into CKFR's space? TIA, Yamakita

To: Mathemagician who wrote (21368)	3/26/2000 10:17:00 AM
From: chaz	Respond to of 54805

Why not call NT's CEO...What have I got to lose? Well, good for you. I have a hunch that I would, in the end do just that, but I'd probably contact IR first, and then be able to let him know I had done so, in order that he would know I have questions beyond their abilities or view. That approach, since I'm working to meet the informational needs of my Gorilla and King investor associates on Silicon Investor (I'd pull out all the stops as to my credentials), would have a good chance of working. Chaz