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

To: TLindt who wrote (18921)	11/1/2001 2:11:06 AM
From: MarkFin	Read Replies (2) \| Respond to of 20297

Hello Thread, I'd` like to throw out a couple of thoughts regarding the financial performance of Checkfree. But first my full disclosure..... 1) I am long CKFR....my investment style is to pick a company with a good strategy that can execute and be patient. Checkfree fits that description. 2) I belive that they have built the processing platform to succeed when they get the subscribers and transactions. 3) I am not new to this board. I am a long time lurker. Long enough to know that if you are willing to listen to the espousing of Mr. Lindt that you will find a message in the words. This is why I am here....from Mr. Lindt <<<The last thing I'm going to do after 4 years of posting on this board is to tell CKFR how to turn this thing, on a dime and into profit with out getting paid. They ain't done it, so that's why I don't own the stock now.>>>> I have noticed that the 2002 earnings estimates have been revised (First Call) to $.04. To me that is a disappointment because I hoped that 2002 would be the breakout year for this stock. CKFR has built the company via technology development as well as acquisitions. But we know that we are part of the plumbing of this technology. We are primarily a service provider....and a damn good one, too, I think. But most people don't know who CKFR is....even those people that may happen to use CKFR through their bank. I see Yahoo, AOL, PayPal, BillServ, etc, etc, when people talk about our market segment. You rarely hear too much about CKFR even though we are a dominant player. We have lost the marketing battle, I think. That leaves us with one thing. IT IS TIME TO MAKE SOME MONEY!!! It is the only thing we have left to attract the attention of Wall Street. Revenue has grown with subscriber growth through partnerships and acquisitions. My concern is that the acquisitions have left the balance sheet in a state where it will prevent short term EPS growth. IMHO, something has to be done with the fundamentals to enable our financial growth in the future. Otherwise, it will be "wait until next year" for a long time. (Unfortunately, I am too good at waiting since I am from Boston....... :) I'd love to hear all opinions. Mark