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


To: TLindt who wrote (1383)1/28/1998 9:47:00 PM
From: joshi  Read Replies (1) | Respond to of 8545
 
This one is a LONG term hold. By end of year it could be 40 easy.IMO



To: TLindt who wrote (1383)1/28/1998 9:50:00 PM
From: Brooks Jackson  Read Replies (1) | Respond to of 8545
 
You ask: "Would you agree we pivot to profit in 90 days?"

Well, projection is break-even this quarter, and Pete Kight seems to make a point of beating estimates by a couple of pennies. So yes, I guess I expect a small positive surprise with the next announcment, too.

But I also have the impression Pete Kight is in no hurry to run the stock price up. The market will figure this one out eventually.



To: TLindt who wrote (1383)1/28/1998 9:59:00 PM
From: Charlie Smith  Read Replies (2) | Respond to of 8545
 
T:

<<Checkfree is meek, humble, and quietly in the background...not even publically pushing their leadership...just being a servant. That's a winning attitude IMO.>>

Kight's tone on the call today was anything but meek. I hope his "fatally flawed" comment about MSFDC's strategy doesn't come back to haunt us. It may be a flawed strategy, but it's one with gobs of money behind it, and even a flawed strategy can rip big holes in the competition if it's pursued hard enough and long enough. Pride goeth before a fall.

Best regards,

Charlie