Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : CheckFree (CKFR) -- Ignore unavailable to you. Want to Upgrade?

To: Jumper who wrote (1060)	12/22/1997 3:08:00 PM
From: TLindt	Read Replies (1) \| Respond to of 8545

Jumper If you think CKFR has that much potential....then how do you feel about INTU...at $400 their interest would be worth 4.24 Billion? Just had to ask............

To: Jumper who wrote (1060)	12/22/1997 5:38:00 PM
From: Cymeed	Read Replies (1) \| Respond to of 8545

I hope AOL and Yahoo will be fine. If not, CKFR will be influenced. Remember they are in one sector. Both Chirodoc and I bought some expensive DEPO stock at $13~$14, and we took a huge plunge from $13 to $4 last Friday after FDA rejected their No. 1 and only drug. It's a horrible experience. That kind of hurt. You have to wonder about the downside of every stock after that.

To: Jumper who wrote (1060)	12/23/1997 8:57:00 AM
From: Brooks Jackson	Read Replies (1) \| Respond to of 8545

Jumper -- I agree with you that the internet stocks like YHOO and AOL are ridiculously overpriced. I'm even toying with the idea of shorting one or two of the weaker ones, although their prices seem so utterly divorced from fundamentals that there's no telling how much higher they'll go before the bubble bursts, or what it will take to puncture it. And I agree with you that CKFR is fundamentally different, with revenues based on steadily repeating transaction fees rather than the whims of advertising buyers (who will eventually figure out that nobody really clicks on those annoying Web ads, which I consider a waste of good advertising money.)