Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: noiserider who wrote (17353)	1/11/2001 9:49:57 PM
From: BeverlyB7	Respond to of 20297

From tonight's Web Report by Robertson-Stephens: "We expect that leading ePayment companies with superior, differentiated technology, strong channel partnerships and the ability to leverage financial institution marketing investments will emerge as eProcessing franchises over the next 12 to 18 months. Our ePayment recommendations include, in order of preference, CheckFree (CKFR $48-1/8), Carreker (CANI $32-1/2), Trintech (TTPA $9-9/16), Fundtech (FNDT $14-13/16) and Digital Insight (DGIN $20). We believe these companies possess the strengths outlined above." "A name we would recommend that investors underweight is Bottomline Technologies (EPAY $20-1/8), as this company's revenue is derived primarily from legacy software, and its new B2B electronic bill payment and presentment platform is not sufficiently differentiated, in our view."