SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : CheckFree (CKFR) -- Ignore unavailable to you. Want to Upgrade?


To: Robert Gintel who wrote (3503)4/24/1998 9:55:00 PM
From: Benny Baga  Read Replies (1) | Respond to of 8545
 
>>> I am not sure the company doesn't have some other things up it's sleeve to talk about that even you and Benny don't know about, if such a thing were possible.

I think Pete has allot of things up his sleeve, and I very willing to wait and find out. I find this a very exciting company and technology, and enjoy researching and digging up information on CheckFree. I even find MSFDC adds a sense of spice and urgency to this industry, which makes it even more thrilling. I hope when all is said and done Pete writes a book, and lets us know what was happening behind the scenes.

Earnings and the conference call should be interesting, but I'm for the most part looking down the road, as are most on this thread.

Benny



To: Robert Gintel who wrote (3503)4/24/1998 10:32:00 PM
From: TLindt  Read Replies (2) | Respond to of 8545
 
Kinda boils down to this with me Bob....

As a young kid I had a lot of nice things, then we had a tragic event/death in the Family...I had to take over. I had an older brother who was about gone, a mom and a younger sister & brother to support.

This quarter just ended was not one of the better ones for consumer growth rates that some people seem to put so much stock in, as though that was the most important thing in evaluating the future of this outstanding long term investment opportunity.

I can get by for 6 months.........my eyes are on the prize, not the turn on this one.



To: Robert Gintel who wrote (3503)4/27/1998 3:25:00 PM
From: TLindt  Read Replies (2) | Respond to of 8545
 
Bob, you said, I am guessing the real move will come when the earnings and cash flows blows the Street away, not these one or two penny earnings that people are focusing on.

This is the news, which plants the seed....for that harvest you were talking about above....IMHO.

To me this is an expansion of their model to counter MSFDC, before they have anything going yet. Kinda like shooting an unarmed man.

As long as we have the gun....I don't care!

How do you think the banks will take to this?