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

To: Brooks Jackson who wrote (1480)	2/2/1998 5:55:00 PM
From: TLindt	Respond to of 8545

I figured we wouldn't get every one anyway. I guess I look at it this way. There are a bunch of reasons to invest in MicroSoft, this e-Bill/e-Pay is one of so many, and so insignificant in the overall MicroSoft revenue stream. To me provides no bang for the buck, if you know what I mean. As for Checkfree, this e-Bill/e-Pay is the 'ballgame', whatever happens to it will have a profound effect on Income & Revenue. I'm betting that if they come out of this with 20% market share L/T we are still looking a multiples of 25 in foward pricing. I received my e-Bill password for my account in Intuit. I'm going to log into my e-Bill account for the first time after I finish this post. Do you think I would upset the apple cart by mentioning some of the names of the billers I find in there? Since it is a program anybody could purchase, and see for themselves. Let me know what you think. BTW....I sould have held my Excite got out at 39 1/8...and you should have bought it. Oh well it doesn't owe me anything...I just might buy it all back.

To: Brooks Jackson who wrote (1480)	2/2/1998 6:33:00 PM
From: TLindt	Read Replies (1) \| Respond to of 8545

Well I just came out of Intuit, Billing online Homepage....and there were 114 Billers listed. They are probably in the process of getting set up so I'm not going to queer their deal. Surfice it to say I've probably heard of 100 of them by name and know what they do. By and large I'd call them 'monster billers'. You say very interesting........well think about this. If Checkfree has the biller signed at 50% of cost, MicroSoft is charging the biller 100% of Cost, Branded Bank Free.....or no cost. Let's say Checkfree biller sent the bill..... Checkfrees collects their fee for Billing.....the Bill is then sent to an MSFDC 'Branded Bank'.........they initiate return payment, and are not charged...per the article.............. how is MSFDC going to make money?