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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 (17634)	2/21/2001 1:35:08 PM
From: noiserider	Read Replies (1) \| Respond to of 20297

Rob, I love when you talk dirty. Keep it up; we'll be at $55 soon. LOL Seriously, I think this stock is viewed more like a financial services stock like FDC or FISV where the revenues are fairly immune to a slowdown in CapEx spending unlike the computer or semiconductor industry; it's probably immune to most any slowdown in spending. I'm not going to start licking stamps again - ever. Billers and banks are already committed. The advertising dollars are budgeted. CKFR's success won't be affected much by the economy IMHO. Therefore, it's a relative safe haven for tech stock refugees and should survive well. Noise

To: Rob C. who wrote (17634)	2/22/2001 7:37:17 AM
From: AugustWest	Read Replies (3) \| Respond to of 20297

No capitulation today which is a bad sign. We need a big drop and a strong close. Rob, I agree, we haven't seen any true capitulation. Until people stop buying we will not put in a bottom. As far as recovery, also, there will be no fast recovery off a bottom. Now the mind set is saying buy now, next year you will be happy. Until this optimism is gone, don't believe it. Surely there are always expections. Is ckfr an exception? I don't know, but i wouldn't bet a whole lot on it right now.