Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Longterminvest who wrote (3737)	4/29/1998 7:00:00 PM
From: TLindt	Respond to of 8545

>>>What do you think of Pete Kight's response to my question on Sequential subscriber growth? I thought he was defensive on that point. I thought he answered you twice fairly and honestly...the larger banks had not built their systems for the initial demand that they encountered, and were in the process of shifting gears into larger systems.. Seemed pretty clear to me...but of course I'm Stupid.

To: Longterminvest who wrote (3737)	4/29/1998 7:13:00 PM
From: Benny Baga	Respond to of 8545

>>>What do you think of Pete Kight's response to my question on Sequential subscriber growth? I thought he was defensive on that point. I shared my view with couple of analysts and they also said that they would like to see more subscriber growth before upgrading it. First, thanks for your comments. I wouldn't call Pete defensive, I just think he was trying to relay the relative importance, (or unimportance) of current growth compared to future growth. The current subscriber growth is without Banks Marketing and full fledged Online-Banking. IMO the current growth is insignificant, what is important is the position CheckFree is in when the market Explodes (and it will Explode, Microsoft knows it, Oracle knows it, and I know it). There will always be analysts that won't upgrade until after the bill payment/presentment market explodes, and at that point the stock will have already soared. Benny(IMHO)

To: Longterminvest who wrote (3737)	4/29/1998 7:23:00 PM
From: Brooks Jackson	Read Replies (2) \| Respond to of 8545

<I thought he was defensive> I thought he was quite the opposite, quite aggressive. 20 of 25 largest banks planning promotions. 12% quarterly growth among smaller banks. He made a great case that customers will soon resume coming on line in droves. <they would like to see more subscriber growth before upgrading it.> Upgrade by whom, to what? Present breakdown is 7 strong buys, 2 buys, and only Crafty with a "hold." Welcome to SI

To: Longterminvest who wrote (3737)	4/29/1998 7:24:00 PM
From: TLindt	Respond to of 8545

Sorry I came off so hard....but I have been tracking this company since December of 1996...and have formed some strong opinions. How long have you been on it, and what do you see going forward into say...2004.