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

To: TLindt who wrote (5256)	6/22/1998 1:53:00 PM
From: Charlie Smith	Read Replies (3) \| Respond to of 8545

T: <<can they, or are they expected to go this segment by 50% annually?>> Given the trends I'm seeing in money management, I would say yes. Many large money managers are switching from service bureaus to in house PM software to offer more customized/timely reporting. Another huge opportunity for APL is the thousands of smaller and mid size managers ($100-$500mm) disgusted with the high prices and "customer be damned" attitude of Advent Software, the lead provider in that market. The low end is a big market, but APL may not want to go after it just yet. Margins would be much lower. I'm most curious, though, about how CKFR plans to integrate PM software and services into the electronic world. It seems to me there are opportunities for building the same sort of on-line infrastructure for PM and reporting as for bill presentment and payment. We run only $200 million, yet we're already looking at ways to report to our clients entirely over the web. Charlie