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

To: jjs_ynot who wrote (1832)	2/21/1998 9:20:00 AM
From: TLindt	Read Replies (2) \| Respond to of 8545

>>>"monopoly of non-industry providers" I think it refers to Money98 & Quicken98....If that's the case who's the Monopoly the guy with 80% of the Market, or the guy with 11%? ie....I would consider CheckFree to be an industry provider of backend services, where as Quicken is a non-industy consumer desk top user front end...which can provide industry services...via the connect with an industry provider Checkfree. It's one of the 3 methods of financial services delivery we've been talking about. IMO watch Intuit move it's popular Desk Top to the Web Top. If you want an Idea of the future power of Quicken.Com...consider this...they are building massive web reach....partnering with Brokers, Insurance & Financial Institutions. They are taking a stale PC Desk Top application and making it come to life on the Web. Popularity & Massive Reach attracts big name Partners....the Insurance Site has what #1State Farm, #2Allstate & Yesterday #3Travelers? And many more to follow in all sectors IMO. It is also my opinion, since Intuit doesn't do online transactions, these Partners may also be looking to CheckFree as a solutions provider to their online transaction setup. That's why I say what is good for Intuit is extremely good for CheckFree.....Let Intuit build the web front end...just like they built the front end user interface on the Desk Top PC. But to make this all work with the various Financial Service Providers and 10's of Millions of Web users(customers) they will need nothing less then Genesis to Power that Sucker! IMO.

To: jjs_ynot who wrote (1832)	2/21/1998 9:22:00 AM
From: AugustWest	Read Replies (3) \| Respond to of 8545

dave, reading Tlindt's link, I'm concerned about a few things. Most importantly: >>Craft will speak ...... >> Craft will be discussing....... >> Craft will also be speaking .......... And, >> In addition, Craft will be presenting .......... Sounds like Crafty is got energizer battery pack insertion somewhere, He just keeps talking, and talking....... And then what you mention, >>>The distinction between technology providers and banks is blurring, fostering additional competition in certain areas such as corporate cash management, and small business banking" I ask myself where is this guys loyality? who is he going to side with? Sounds like he wants alliances with a monster and that monsters "lunch" He is going to have quite a bit to say in the next month. All building up to earnings release dates in April. And bet dollars to donuts, he's pushing the financial sector to humbly side with the "sleeping bear " , assumingly to make it as painless as possible(?). I doubt thought that banks are going to roll over that easy. and will opt to side with a company who clearly isn't an immediate threat to their business, as well as years ahead in technology. Gonna be a bumpy road the next few months. Eventually I bet we'll see them side with ckfr initially, at least until the transition is inevitable.A.W.