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

To: David H. Zimmer who wrote (3091)	4/2/1998 1:55:00 AM
From: Robert Gintel	Read Replies (2) \| Respond to of 8545

Congratulations on your success with THNK and others in a month. There is one important difference between our investment styles though. I don't have the same luxury in moving in and out of several million shares of Ckfr as you do in moving in and out of several hundred thousand shares. It requires more of an investment committment than a trading mentality. What I don't understand about your comments is this? You have said on a number of occasions that you won't buy Checkfree back because you don't have a reliable discounted cash flow on the company. That being the case, why did you buy it in the first place? You didn't have one then either!

To: David H. Zimmer who wrote (3091)	4/2/1998 4:29:00 AM
From: Benny Baga	Read Replies (1) \| Respond to of 8545

I would just like to make one point (and then I will say no more). If we are going to compare the returns of two different investments, we should also compare the risk of those two investments. If you compared the risk of the average Money Market to the Average Mutual Fund, the returns are different and so is the risk. I'm sure we could debate which investments have more risk, but let us debate in private. I wish everyone a good return on their investments. Regards, Benny