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

To: Brooks Jackson who wrote (3742)	4/29/1998 7:43:00 PM
From: TLindt	Respond to of 8545

>>>Upgrade by whom, to what? Present breakdown is 7 strong buys, 2 buys, and only Crafty with a "hold." They are not all right.....they need to see subscriber growth before they tell their customers to 'really' buy. Right now they are saying, 'one hell of a potential, but those subscriber number are off. Wonder what the double hockey sticks is up? They don't have any measurible competition?" #1) Banks are basically stupid and conservative. They underbuilt their systems based on the demand from the internet. #2) Why by building up too fast they cannibalize their existing branch structure. ie they eat themselves...causing layoffs ect. #3) They either get with the program on the Internet or "non-bank" banks will eat them for breakfast..do or die MF. #4)They are just now thinking of securing 'Channels' and traffic flow points which they could have bought for 10cents on the dollar one year ago. #5) They now have to move quickly because it WILL happen with or without them. There are a lot of other reasons but he's the analyst..