Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: AugustWest who wrote (5598)	7/3/1998 9:33:00 PM
From: jjs_ynot	Respond to of 8545

How about into an ocean?

To: AugustWest who wrote (5598)	7/3/1998 10:05:00 PM
From: p friend	Respond to of 8545

Did not see this posted yet: Checkfree rated MP, "Market Performer" in Gary Craft's latest report, "The State of the Electronic Commerce Industry, June 98." Report dated June 22, 1998, released to E*Trade clients on July 2, 1998. Craft says, "Checkfree registered strong results as it moves beyond break-even earnings and investors look for home banking transaction volumes to grow. We downgraded the shares to Market Performer based on potential declines/changes in its transaction fees as well as concerns about its limited billing population." "Reached break-even in this quarter. Continues uphill battle in competitive environment. We believe the road ahead looks tough. Its markets are under seige, and we expect margins to be squeezed." Calendar 98 earnings estimate = .15, calendar 99 = .40. Coming quarter estimate = .03. Market cap to LTM revenue 7.1x, 5 year growth rate = 45%. Top 8 predictions of the future of banking and technology #4. Electronic bill presentment infrastructure is being laid, and billers/consumers will find participation irresistible. Potential winners: The infrastructure contractors such as Bluegill Technologies, E Docs, Just-in-time Solutions, Net Delivery, Trisense Software and Xerox. "It appears that initial PBP "Pushed bill presentment" applications will be either (1) bank centric or (2) merchant/invoicer centric....However, we anticipate that trusted third-party concentrators such as Checkfree, Intuit and Microsoft may be increasingly involved if banks/merchants encounter integration challenges. Hope this helps. There is more. I'm sorry I do not know how to link you directly to the whole thing. You can call BARS at (415) 248-4057 to request a copy of this and many other e-commerce reports.