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To: Brooks Jackson who wrote (3626)4/28/1998 5:56:00 PM
From: TLindt  Respond to of 8545
 
I also note that they went from 300 Banks under contract to 350 with the integrion deal....a lot of future fuel for this rockets blast off.

I can't wait for them to publish the alternate table of income that we saw for the first time last quarter.........I want to tear it apart. The different divisions of income & the expense offsets. That will provide me with the best picture of how things are stacking up.




To: Brooks Jackson who wrote (3626)4/28/1998 6:02:00 PM
From: TLindt  Read Replies (1) | Respond to of 8545
 
CHECKFREE HOLDINGS CORPORATION AND SUBSIDIARIES
Consolidated Condensed Results of Operations
(Unaudited)
(In thousands, except per share data)

Three Months Ended Nine Months Ended
March 31, March 31,
1998 1997 1998 1997
Revenues:
Processing
and servicing $42,147 $30,293 $115,093 $72,658

Bla, bla, bla


Expenses:
Cost of processing,
servicing and support 34,213 30,357 94,332 75,784

In the mean time without that detailed table I find this interesting.

Last year it was costing them more to proceess then they were
bringing in. This year they have brought in 21 Million, and 8 Million
was this Q.



To: Brooks Jackson who wrote (3626)4/28/1998 6:06:00 PM
From: jjs_ynot  Read Replies (1) | Respond to of 8545
 
>>> Not surprising, as we wait for the major bank roll-outs we know
are coming. But 8% won't impress the analysts, IMO.

Company is projecting 35 percent year over year revenue growth and has a track record of hitting their numbers.



To: Brooks Jackson who wrote (3626)4/28/1998 6:26:00 PM
From: Big Al  Read Replies (1) | Respond to of 8545
 
<<But 8% won't impress the analyst>>

Pete has been trying to get the analyst to stop looking at this number so hard on a sequential basis. Yet, he has said 8-10% is a good range. I hope that the low end of this isnot taken badly.

Allen