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

To: Roger Bass who wrote (7294)	9/3/1998 1:32:00 PM
From: JimNewby	Respond to of 8545

*****OT***** ...someone has changed the rules of the game... (and I mean the business side, not the technology). I agree with you (great post). To take it one step further, the tech side will drive the business side rules as the new technologies evolve. Two questions have to be answered first. In what direction will technology go and will it earn dollars? Looking at technology's past, many good things began parallel evolutions only to find the weaker ones fall to the wayside. Word Perfect was the leader in word processors only to fall victim to Microsoft. The best is not always the winner. VHS beat out Beta - the business side won over technology. First is not always best - IMHO BKS will out live AMZN, again the business side will win. CKFR has to be good (technology) at what it does and be smart too (business). I'm not trying to guess the future, just saying it's a complicated mix of tech and business and only a crystal ball knows the answers. Will MSFDC (or anyone else) take CKFR market share? IMHO, MSFDC has a target and I think it's Intuit (Quickbooks). As an investor in tech you must guess where tech is going and who will get the most market share. Roger, you're right on in saying the best business paradigm will win out (not necessarily the best technology). Jim

To: Roger Bass who wrote (7294)	9/3/1998 8:03:00 PM
From: g_m10	Read Replies (2) \| Respond to of 8545

OFF TOPIC, Roger, Thanks for the revealing of some "secrets". <G> So, in brief, users of any new OS are likely to get Intuit application functionality sooner in some web-centric way than through a port of the applications to Linux or any other OS. It would be great to make it browser or Java based. Also, the market the Intuit serves is the mass consumer and small business market; not servers, not engineers. The fact that Quicken may be widely used within the community of Linux users does not mean that that group is significant within the broad group of Intuit customers. It is still true, but situation is changing very rapidly. Thanks again.