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

To: Benny Baga who wrote (7045)	8/21/1998 2:36:00 PM
From: MGV	Read Replies (1) \| Respond to of 8545

....take a look at Q4, they are the same. With all due respect, its an irrelevant fact because its a 12 month projection. It was a long projection that got CKFR in trouble in the first place. That and subscriber growth. By February at the latest, the key for analysts became "subscriber growth." Credibility and earnings visibility have now been added to "subscriber growth" as big issues. CKFR was coming in with numbers that were beating estimates and suggesting that visiblity would be good or if anything continue to surprise to the upside. Any momentum it had was lost by projecting out 15 months in April and missing it. In sum, .12 in Q4 won't begin to take on any luster until we get much closer to Q4.