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


To: Edward F. Horst Jr. who wrote (7082)8/22/1998 11:58:00 AM
From: AugustWest  Read Replies (3) | Respond to of 8545
 
>>It's just another way of painting the same picture--but with a positive orientation..........IMO.

I have no doubt that there will be no shortage of questions going around, the least of which willl be the current stock price. He knows he fumbled, knows the reasons. We all do. What we need to focus on is the future for CKFR, and how the recent chain of events has impacted to future potential of the company, none of which will be visable 6 months from now. 'cept a lot of folks had/ have the opportunity to average down............
Keep the faith, and we'll have a drink on you...

*Benny, you know how many drinks we'll have to have in honour of many of our postin cronies unable to attend?



To: Edward F. Horst Jr. who wrote (7082)8/22/1998 3:00:00 PM
From: chirodoc  Respond to of 8545
 
i think that you have some good ideas. why not direct them to some of the folks going on the fishing trip.

my pattern has been to always sell 1/4 of my position when it got near 30 and then bought more when it dropped.

due to the fears of msft etc. this has worked out well.

ckfr has the benefits of being a very focused company in msft's cross hairs.

i am buying now--dollar cost averaging in over the next few weeks due to the sell off.

i think that it could take 6-12 mos for the street to forget this quarter and pile back in.

but as you said they could be more entrepreneurial and less banker like.

sell your points to the fisherman.
curtis



To: Edward F. Horst Jr. who wrote (7082)8/22/1998 4:57:00 PM
From: MGV  Read Replies (1) | Respond to of 8545
 
Mr. Horst is not off the mark in terms of stockholder value. When CKFR management chose to go into the (12 - 15 mo.) earnings projection business, in one fell swoop CKFR ceased being an "idea" stock and began to look (from the street's perspective, not mine) like just one more small cap. with a growth story.