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


To: Big Al who wrote (6475)8/3/1998 8:18:00 PM
From: TLindt  Read Replies (1) | Respond to of 8545
 
>>>I guess Charlie, we are a Internet stock on the down trend like you said.

Got to get warmed up? After acting like a 'dog', for so long ala Excite, Yahoo, InfoSeek, Lycos...granted you have to last spring on those 'internuts' to see the same 'dog' trading effect. But, I'm hear to tell ya, it goes both ways. Up & Down.

We IMO just haven't seen the 'trigger' which will bring this 'dog' into the investors sights. ie...it's a compelling story, but it may be a hard one to swallow....unless backed up by positive earnings, and some explosive growth.

So I think the earning this Q is 3 cents?

Next year is 32 cents, first Q of that is 4 cents? So the balance of the 1999 year, 3 Q's is 28 by nine months is better then 3 cents a month average? So is that a triple?

Then triple 1999's 32 cents to 2000's buck?

One more triple in 2001 and this could get nasty, but that's an open question...tell me where EBPP will be in 2001 and I'll guess earnings.

One thing CKFR doesn't have in common with other 'internuts' they don't have to build up their systems to handle the traffic or get exposure. That work is basically done....and it's already paid for without a SPO or outside financing.

Finally I think the Stock is way oversold here....




To: Big Al who wrote (6475)8/4/1998 12:23:00 AM
From: Big Al  Read Replies (1) | Respond to of 8545
 
This also scares me. The late October low for the Dow is below 7000. So there is a ways to go for the market to test it's Oct. lows.
Guess where CF was then? About 23 give or take. If the Dow decides to test -7000 again, what does CF test. I don't need to tell you where we closed today.

.03 at the bare minimum may be needed just to shield this one. Forget new highs for now. AITBSMABSCFCAO. When oh when will my...

A.H.



To: Big Al who wrote (6475)8/4/1998 4:17:00 PM
From: Big Al  Read Replies (1) | Respond to of 8545
 
Dow off 9.5%, -2.5% more than when I posted at 7%.

CF off 23 %, +2% less " " " " 25%.

NASDQ off -12%

Finally some parity. I think our end of the day friend that August referred to was selling into strength before the market broke. If his indicators did what mine did, they broke about 2 weeks ago for the market in general. Maybe he was just being prudent and not a manipulator. Anyway, looks as if CF way oversold much more than the market early, ie. double the market for no reason. IMO.

A.H.