SI
SI
discoversearch

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: Brian K Crawford who wrote (5752)7/8/1998 10:51:00 PM
From: AugustWest  Respond to of 8545
 
>>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.

No doubt, than she's just another Loose Lucy. And I too think of three five or a lot of years ahead.

>>When investors start looking at CF, I hope they will have the insight to see two things:

God, do you think some one who buys Yahoo or Excite tomorrow will even know what CKFR is? Unfortunately, she's still for those with an advanced sence of the future(the real soild future).

>>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.

They have to know all about these monsters: IBM and integrion.net might get them lookin' further.



To: Brian K Crawford who wrote (5752)7/9/1998 12:14:00 PM
From: Big Al  Read Replies (2) | Respond to of 8545
 
Goldman ups YHOO to .62 for '98 and .90 for '99.

CF for almost the same time frame ( six mos. different )

CF- '99 = .32 ; '00 = 1.00

YHOO is making more $$ than CF for now but it looks like CF will pass them up in the not to distant future. I am sure the Goldman estimate is conservative but probably so is CF's. Who is buying YHOO at 200?

Allen