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


To: TLindt who wrote (1658)2/15/1998 7:58:00 AM
From: Brooks Jackson  Read Replies (2) | Respond to of 8545
 
TLindt: I noticed the same thing. It's nice to see confirmed in the numbers what we've all been predicting. TWO big factors working in CKFR's favor, when it comes to their core billpay business.

One, the customer base is growing fast and revenues are increasing nearly 100% year-to-year.

Two, the margins are increasing steadily, as they turn that money-losing ISC business into a profitable line, and as they move through and beyond the 50% point in the ratio of bills paid 100% electronically, with no expensive paper or postage involved.

More customers, and more profit per customer. Pretty good deal.



To: TLindt who wrote (1658)2/15/1998 9:51:00 AM
From: chirodoc  Read Replies (1) | Respond to of 8545
 
<<<<How did they explain the lines?

...YEP

...in the conference call pete said that they were increasing revenues while DECREASING their costs--quite a potent combination. that is why i still maintain, until msft or some other competitor begins to eat their lunch--damn the markets, buy the dips, hold on for dear life.