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

To: Rob C. who wrote (1217)	1/15/1998 11:27:00 AM
From: TLindt	Read Replies (1) \| Respond to of 8545

Rob....the trend is your friend. But I have to agree with Checkfree, without news...the trend is the enemy. I've put up a few more transactional processors & frontend guys on my model list, so I can see the development...or lack of it in this area. I've also come to the discission, instead of paying 'top' dollar for a first round draft pick....I'm gonna put together a team of e-commerce related players.

To: Rob C. who wrote (1217)	1/15/1998 12:42:00 PM
From: TLindt	Read Replies (5) \| Respond to of 8545

Rob....Like I said I've been working on putting together a few model portfolios in my Investor Insight & under Yahoo! Quotes. I'm currently breaking down E-Commerce into 3 catagories I would like some input here from you guys. Here's who I have so far; E-Backenders / Frontenders ...transaction processing. ckfr, clfy, cych, dbd, edfy, fdc, fisv, intu, jkhy, ntbk, scop, vers E-Tailers / Services ....I need some more, names please. amtd, egrp, ppod, ptvl E-RealEstate / Top independant web properties.....CyberState. I'm starting with Web Guides, need some more, names please. yhoo, exit, lyco, seek. I'm pricing everything at 1/2/1998 close. I'm not finished by any means and would like the others input...I plan on tracking these indexs and companies over time and reporting changes on e-Commerce the next 100 Months thread. Could really use your help. And if e-Commerce is going to be as big as they say it is....I want my eyes wide open.