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


To: Robert Gintel who wrote (4683)5/29/1998 2:43:00 AM
From: TQR  Respond to of 8545
 
I think your gonna have a boat load of tuna fisherman.



To: Robert Gintel who wrote (4683)5/29/1998 8:23:00 AM
From: Longterminvest  Read Replies (1) | Respond to of 8545
 
To Benny, Mr. Gintel and others-Heard on the street!!

Hi all,

One of the reason the stock had come under pressure was that some sell side analysts have differing view on CKFR's positive earnings. They think that up until Last year, CKFR was an idea stock(an idea whose time has come!! just kidding!!) or a story stock. Once you put numbers on it, it becomes too easy to value the stock, unlike yhoo or aol, which even after coming into black are difficult to value because of the innovative and creative new revenue sources being tapped. Also, the stock is feeling pressure due to more competition coming in from big players.

Besides, the 8 strong buys are from sell side analysts who have either,

1) very little following or
2) they are banking driven

in order for the stock to move up from here, we have to bring in more solid longer term investors like Mr. Gintel. Also, Pete Kight has to do a better job at giving management guidance about the growth strategy rahter than just numbers and keep the tempo of all those strong buys 'cause the "Holds" are not going to be upgraded without a story.

Your views on this are welcomed.

Long live bull market and CKFR.(still long on CKFR!!)

-Kalpesh



To: Robert Gintel who wrote (4683)5/29/1998 7:19:00 PM
From: TLindt  Read Replies (1) | Respond to of 8545
 
>>>Fishing is on me here in Key Largo. Not for lurkers though. Wanna come, sign in.

Sign me an Mamma Up...Could we make it when the Snow is Flying?

Invite what's his name...I heard Cut-Bait is the way to go fishing for Tuna?




To: Robert Gintel who wrote (4683)5/31/1998 7:42:00 AM
From: Gullapalli  Respond to of 8545
 
Mr. Gintel,

Thanks for the invitation. Count me in. I am not much into fishing, but love to meet you, Pete and other members of this August group of savvy investors.