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

To: Benny Baga who wrote (18505)	8/14/2001 5:22:22 PM
From: zuma_rk	Read Replies (1) \| Respond to of 20297

<<I should be at the Investors conf.>> Yes, you definitely should...<g> I should be too, but it's looking a bit unlikely this year... I like the FDC comparison. ADP also comes to mind, fwiw.

To: Benny Baga who wrote (18505)	8/14/2001 5:25:32 PM
From: Brooks Jackson	Read Replies (2) \| Respond to of 20297

It looks as though Pete hasn't had to cut prices yet, whatever the analysts have been saying: "CheckFree processed more than 22 million transactions in June, up from more than 16 million transactions in June of 2000." So that's a 37% increase in transactions since a year ago (roughly). "CheckFree's Electronic Commerce division reported revenue of $84.3 million for the fourth quarter, representing 42 percent growth over the same quarter of fiscal 2000. " If revenues are growing faster than the number of transactions, they must be charging more, not less, per transaction. But then, I'm not an Internet Stock Analyst.