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

To: AugustWest who wrote (5750)	7/8/1998 9:34:00 PM
From: Brian K Crawford	Read Replies (2) \| Respond to of 8545

<<Think the Yahoo earnings might be worth a half point? ar will some CKFR investors flock to the portals? >> I guess investors will start looking for the Net "value" plays sooner or later....probably after the balloons start to lose some air for the portals. When investors start looking at CF, I hope they will have the insight to see two things: 1. That E*Trade isn't the only financial services provider that wants to be a portal and more. Most of the bankers have their eyes on that role, too. Some are beginning to provide co-branded, discounted internet access to their customers so that the banker's home banking portal site will be the default on opening the browser. 2. That CF is settled in there with a monster market share as the bankers "trusted enabler" for the Ebill and billpay piece. And we have barely scratched the surface in consumer usage. I recently saw a survey where established bank web sites with home banking and billpay enabled are averaging 16 hits, per customer, per month. That's a lot of return visits and potential advertising impressions.... Because CF has a more limited and specialized role to play, with less control of the consumer relationship, it won't get the stratospheric multiple valuation of a YHOO. But I gotta believe we can do 40-50 times forward earnings at some point in the not too distant future. Brian

To: AugustWest who wrote (5750)	7/8/1998 10:47:00 PM
From: g_m10	Read Replies (2) \| Respond to of 8545

thought they might have scare me out of half my 22's today, but alas, I'm still full of them. $28 was/is the majic number. Try to watch intraday chart during the day. Today's chart looks good. Yesterday it looked scary, the only good thing was small volume. Think the Yahoo earnings might be worth a half point? Earnings were announced after the market close. We got 1/2 point today before earnings. I expect tomorrow to be a very good day. will some CKFR investors flock to the portals? I don't expect anything noticeable. All grasshoppers have already gone with Zimmer. I noticed that if I don't touch my computer during trading hours, the stock goes up. Yesterday was the only day this week that I could sit by my computer for a couple of hours. It was enough to trigger selling. What a blow to my ego! I decided to make it my secret weapon. For the rest of the week I'm not touching computer until the market close. Let's see how much we can squeeze out of it.