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

To: TLindt who wrote (2963)	3/29/1998 6:06:00 PM
From: Benny Baga	Read Replies (2) \| Respond to of 8545

>>>Bill Payment is the wide open issue.......as it is the consumers choice. Except for MSFDC, their model is closed(but this will change). I think were in agreement, I must do more research on CyberCash, I would love to hear what Mr. Gintel thinks of CyberCash, of course Mr. Gintel can't keep giving away free advice (advice that he could easily charge 150 bucks an hour for). In any case, I don't own any CyberCash, Yet, Because I will not own what I do no know. I will try to get to know CyberCash a little better(it's starting to look better with the latest merger). ...on another note: In valuation of CheckFree you could theoretically(sp?) calculate a P/E. Throughout various presentations, CheckFree has stated that it expects to reach a margin of 20 percent within a few years. Taking that margin against this years projected revenues (235 million), you get a P/E around 25. So in other words, this stock could be double the current price and have a P/E of 50 (closer to FDC p/e). FDC is a very similar company (transaction processing), so I use it the valuation of CheckFree. So between now and a few years, when CKFR has a 20% margin, the stock price will have to do some catching up. IMO., Benny