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


To: Benny Baga who wrote (2991)3/31/1998 8:36:00 AM
From: micny  Read Replies (1) | Respond to of 8545
 
it would seem that,with very little downside, Intuit could maximize its investment in CF by insuring a two horse race...and they seem to be pretty much in the Integrion/CF camp as it stands. Also, given that Money is the only viable competitor to Quicken and that msn competes with Quicken/Excite, it would be pretty logical. I also don't think that by doing it, intuit would loose the affiliation with any bank, because, given the choice of money vs. quicken, they have to stay with quicken.



To: Benny Baga who wrote (2991)3/31/1998 9:09:00 AM
From: TLindt  Read Replies (1) | Respond to of 8545
 
Does anyone think that Microsoft would try to make MSFDC a backend option for Quicken?

They'd be passing out snowballs in hell on the day that happened..MO.

and/or do you think that Intuit would make an announcement that it won't support an MSFDC backend, because they are in competition with Intuit?

Intuits' focus is on the consumer...making their financial lives simpler using the computer & the web. They will open up their mail box concentration efforts to include MSFDC for the billings their customers need to have delivered...you can count on it.



To: Benny Baga who wrote (2991)3/31/1998 9:38:00 AM
From: ae  Respond to of 8545
 
Benny- Doesn't Intuit own 20% of CKFR? Isn't that investment worth protecting?

About my Broker's recommendation. He has little basis. He is a value guy and feels that on pure valuation CKFR is priced too high. He also doesn't like low volumes and declining prices right before earnings. Note that he also recommended selling MSFT on value about 100 points ago. I don't always listen to him but he offers another set of eyes and ears.