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

To: Bald Man from Mars who wrote (7180)	8/29/1998 12:35:00 AM
From: TLindt	Read Replies (1) \| Respond to of 8545

>>>Do you think Microsoft is a threat to this dude's existence ??? There is a war on for sure...but I think this war is MSFTs' Vietnam! I think they know it too, or so I've heard them say..Time will tell.

To: Bald Man from Mars who wrote (7180)	8/29/1998 12:48:00 AM
From: TLindt	Read Replies (1) \| Respond to of 8545

>>>Do you do any fundamental analysis or strict technical ... Fundamentally it's Checkfrees game to lose...they have 70% of the Bill Payment Market, Service Banks which control 70% of Checking & Savings accounts in the US, IBM, Visa...Intuit which has 80% of the Personal Finance Software Market behind them.... So this war could best be described as everybody against MicroSoft. They work with 9 of the 10 Top Banks in the US, 24 of 25 Top 25, and 40 of the Top 50. And 350 others....so the distribution that they can offer to a Biller who wants to "present" a bill to it's customer over the internet is leading to their success in signing up billers. And if not through these Banks then through Quicken which has 80% Market Share. IMO..MicroSoft can't bullshit their way into this market...crashing Win95 or Win98 is one thing...Screwing up you Checkbook is another.