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

To: Brian K Crawford who wrote (4899)	6/6/1998 11:14:00 AM
From: jjs_ynot	Respond to of 8545

There are a number of other stories that can be woven. The punch line I think is that the street views this as a 35 percent grower and is nominally paying in the ballpark for that growth rate. One of two things will have to happen. It will have to be come clear that revenue growth is much larger that 35 percent (I'm not sure how likely that is) and get the multiple of some of the internet stocks that grow 100 percent per quarter. Alternatively, the margin expansion that comes with economy of scale will have to become apparent. This I believe is the likely scenario and will need to be demonstrated before believed by "The Street". My thoughts FWIW.

To: Brian K Crawford who wrote (4899)	6/6/1998 11:18:00 AM
From: AugustWest	Read Replies (1) \| Respond to of 8545

>>What this stock needs is a good story. "Pete's private plan". "The secret". "Stage two". The line extension that fires up the afterburners. (feel free to insert your own phrase...I am done) When I was a kid, I raced snowmobiles a little. We had a thing in the modified class called a nitrous oxide booster. Like a blast off from fast to gone. I think this could be CF's version: datamation.com

To: Brian K Crawford who wrote (4899)	6/6/1998 11:21:00 AM
From: Brooks Jackson	Read Replies (3) \| Respond to of 8545

<<CF needs some sizzle. ... Wall Street may have the company assessed as: ...owns a big share of a boring, grinding, low margin biz>> Boring like Gillette. Boring like Coca-Cola. Plus, the margins are high and going to get higher. We should be thankful that the hot-money crowd hasn't figured this one out. If markets were efficient, bargains like CKFR wouldn't exist. When I want excitement, I short stocks like CFON and XCIT. But my retirement money is riding on CKFR. (OK, not all of it. But a lot.) Boring won't look so bad in a year, two years, three years...