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

To: zuma_rk who wrote (18690)9/24/2001 11:16:10 AM
From: AE  Respond to of 20297
 
I think this is great news. It shows that existing customers continue to find value is CKFR's solutions and are upgrading.
AE

One more question..

For those of you not at the orignal investors conf. Pete K said that CKFR said that they were going to divest all assets that didn't fit into the "Big picture" within 1-2 generations of the product. It has been 4 years since that orginal meeting. CKFR divested some assests in Sept. 1997 that were non-core (mortgage products etc.) I beleive that the ACH business and the portfolio management are still on track with CKFR. However, the Recon plus product does not seem to fit into their business from my perspective. Does anyone else have other understandings how Recon Plus works as part of the big picture?
AE



To: zuma_rk who wrote (18690)9/24/2001 7:59:14 PM
From: noiserider  Respond to of 20297
 
INTD shows where its headed and the emphasis is not on the internet with AOL - it's with samll business software. I imagine INTU will exit their bill pay and financial site deal with AOL. Selling BillManager was probalby the first step.

Just a guess.

Noise
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Intuit Widens Small-Business Offerings,
With Specialized and Larger Programs

public.wsj.com


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