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

To: Charlie Smith who wrote (16718)	10/24/2000 6:56:21 PM
From: noiserider	Read Replies (2) \| Respond to of 20297

The only number I didn't like was the 17M/month transaction number. This compares with 16M for last qtr. Only a 6% sequential growth or 27% yearly growth, but that should be taken care of with next year's advertising. The number I do like is the 2nd qtr guidance of $104 to $109M for a year over year growth of about 45%. The big factor for the stock price, though, will be the conf call tomorrow and the rollout of PayAnyone, AOL and whatever MSFT will do. I'm mildly bullish about tomorrow. Noise

To: Charlie Smith who wrote (16718)	10/27/2000 10:53:52 PM
From: TLindt	Respond to of 20297

Hey Charlie; a couple things, 1) I always bitched about lack of information on quarterly reports, and on the side bitched about subscriber numbers. That's gone...subscriber numbers, shut the michigan man up...and it is gone as far as counting those. biz.yahoo.com Don't believe me, find them in the release. SIGN OF WEAKNESS, SIGN OF WEAKNESS.... Here it comes.....IMO AND I WILL WIN; I WILL TURN IT ON THEM LIKE A VORTEX aka no subscriber numbers. I SEE IT. MOBI is going to KICK their ever loving ass...straigt up on B2B AND B2C. This is hurting, becuase it will displace some of my friends' Terror, Terror, Terror...kill, crush and destroy.