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


To: Brooks Jackson who wrote (1152)1/10/1998 6:12:00 PM
From: TLindt  Respond to of 8545
 
>>>>But you said yourself, only 30 percent of Excite's money comes from buttons.

That's Now.

Over the term of the contracts they amount to 95 Million $$ / by 16 Million shares, or $6.00 in foward gross revenues....signed in the last 6 months time...and these are minimum amounts, not the cap...by such companies as Amazon & Preview Travel.

That'd be like Checkfree getting paid every month by somebody else.....whether they processed a transaction or not.

And for Checkfree to pull off that stunt.....they'd need a 300 Million Dollar contract right now with minimum monthly payments comming in for the next couple of years...........whether or not they even processed a Bill......or Payment......that's the power of LOCATION.

JUST PAY MY PRICE, OR MOVE ON! NEXT!!!!

Now the only question left to consider is. Will Amazon & Preview grow? If not Excite takes minimum.

But if you have invested in them and expect them to grow over the next 5-to-10 years.....by what 2x...double it..by 10x....I'm sure there are volume discounts. And keep in mind...Excite put up the 95 Million in the last 6 Months.

If Excite put up 95 Million(minimum) in 6 Months.......what's to stop them from putting up 1 Billion in the next 10 years? e-Commerce saturated?

With only 16 Million shares out.......I'll play them odds.

Just trying to provoke some thought..........

BTW I started a thread on Preview Travel.......I'll buy that button on a dip.....trick I learned from doc.