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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 (19669)	7/31/2002 3:14:07 PM
From: noiserider	Read Replies (1) \| Respond to of 20297

Well, I couldn't resist - I'm back in with a modest purchase. With the demise of Spectrum I just don't understand why this stock hasn't jumped. Maybe because there is another full service competitor, Metavante, in the making. But it's going to be a while before they can get their systems melded to achieve efficiency, economies of scale and reliability. Once again the buyers (FIs) can see that there is no free EBPP lunch. Meanwhile BofA and WF are out of the gate and running fast. How long can the others wait? Maybe I'll get burnt again, but I've got my eyes open. (maybe I've got rose colored glasses on, but the eyes are open) Noise