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

To: TLindt who wrote (1833)2/23/1998 11:57:00 AM
From: Roger Bass  Read Replies (3) | Respond to of 8545
 
TL, your response to dave s was:
>>> >>>"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%?

I don't agree. I've worked a lot with banks. They may see Quicken as a strategic threat in some ways, but Intuit is not providing banking services. CheckFree on the other hand, from a bank perspective, clearly is *non-industry* ie it's not a bank, even though they are providing what are essentially banking transaction services.



To: TLindt who wrote (1833)2/26/1998 1:32:00 AM
From: Mark Fowler  Read Replies (3) | Respond to of 8545
 
THE OFX FILES
Why Integrion won't keep Microsoft out
of the banking business.

redherring.com

I would rather own MSFT than CKFR as a long-term holding. CKFR is up against a formidable foe. I've compared the performances of both stocks and MSFT beats the S&P 500 Hands down, and in this game thats what counts. Just my 2 cents and maybe something to think about. Good luck .


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