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


To: TLindt who wrote (7184)8/29/1998 9:22:00 AM
From: Mike Milde  Respond to of 8545
 
<< 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. >>

This really sounds similar to Cisco. Cisco had the best product and the most market share in a market where demand went screaming skyward. Microsoft, not long ago, tried to weasel into the router market by selling "routing" software for NT workstations. Microsoft's solutions are always inefficient home-brew solutions like that. Needless to say, it didn't work. Microsoft has also tried to convince people they understand embedded software development. That should give any embedded systems developer a good laugh. And again, Windows CE has little demand among the embedded software crowd.

Microsoft's only success has been in the desktop OS market where it has been able to lock out the competition. It doesn't appear that Microsoft has anything at all to give it that kind of edge against Checkfree.

Mike