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

To: Marc who wrote (4722)	5/29/1998 10:38:00 PM
From: jjs_ynot	Respond to of 8545

Well CKFR will likely start to show up. First Call is looking for 3 to 4 percent year over year earnings growth for the next several quarters (per interview on Nightly Business Report). However, Well, the financial sector still looks quite good, going forward, in comparison to the others. And that's pretty much across the board, whether we're talking the banks or the insurance companies or the brokers or what have you. Another strong area, certainly in the first quarter and expected to continue, is the retailing area. I mean, obviously consumers are spending and the retailers have very little exposure, if any, to Asia. And may even benefit in that some of them will have cheaper goods to sell. with no exposure to ASIA and an almost guaranteed 35 percent Plus earnings growth over the next several years CKFR looks to either explode or hold a steady price while the rest of the market implodes.

To: Marc who wrote (4722)	5/29/1998 11:56:00 PM
From: Robert Gintel	Read Replies (1) \| Respond to of 8545

I think ckfr is on plenty of radar screens and hardly undiscovered. It's been an often told story. I think people are just waiting to find out how big the bread basket is and see some meat on the table in the form of strongly developing earning power. That is why I have put my expectations 6-18 months out from here, as you all know. Pete Kight may have done a disservice at the last conference call by giving guidance on next year's earnings more than a year away. In trying to manage expectations, he may have put a ceiling on earnings in people's minds, when he meant to put a floor there. Also, I thought Kalpesh had a real good post on the subject recently.