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

To: Benny Baga who wrote (8219)	10/21/1998 9:16:00 PM
From: Benny Baga	Respond to of 8545

In the November issue of Bank Systems + Technology Bruce Luecke, president of the Interactive Delivery Services unit at Banc One is interviewed (just a highlight): BS+T: What have you learned from your internal tests with CheckFree and MSFDC? Luecke: We had different goals for each. With MSFDC, the goal was to see if they were capable of doing this. MSFDC wasn't in the processing business before. There are some improvements they need to make, but they seem capable. The next step is for MSFDC to work with Integrion. As for CheckFree, we've been working with them for 10 years. They already have a bill presentment service up and running. We felt more comfortable working with CheckFree in this early phase, but they're not the only provider.

To: Benny Baga who wrote (8219)	10/21/1998 9:16:00 PM
From: TLindt	Read Replies (1) \| Respond to of 8545

>>>But with Citi joining MSFDC, Pete probably feels that the alternatives to CheckFree are worse than ever. I haven't listened to the conference call yet....but with Citi in the hunt with Toilet Paper. This frees up CheckFree to do something that it couldn't even think of doing before, b.c. <before citi>....like the Portal..aka button stuff. I think at this time the best deal going for CheckFree is to cut a deal with Yahoo! to plumb this service, e-Check Book, and rent this service and space to a dozen or so Banks over the next 7 years for several Billion or so in fees, giving a fee Bank front and center position for deliver of electronic services to 10's of million of customers hit after hit after hit...like advertising. Like having an ATM in every customers house...maybe 10 Billion. Because we are talking a better way of doing things...and a prime time position for the service, hell 20 Billion.

To: Benny Baga who wrote (8219)	10/22/1998 2:12:00 AM
From: Ron S	Read Replies (2) \| Respond to of 8545

My guess is that it will soon be open-all-portals season. No use in just signing up Yahoo, when you can get AOL, Excite, Lycos, Mindspring, et. al. If you don't now give banks an exclusive or individual brokerage firms, either, why do so for portals. Banks went too slow so they may have to win customers back from other financial institutions and even portals; its not CKFR's fault they have been ready all year while the banks have been fumbling through dial-up and then internet solutions and playing with nonofferee Transpoint (when will these jokers go off pilot into actual production?) The only problem with offerings through some of these portals may be the specifics of Checkfree's contract with Intuit. Then again, INTU owns 21% of CKFR and that may be enticing enough to allow Checkfree to go ahead and start coining money so the stock moves onward and upwards. Just MHO, Ron

To: Benny Baga who wrote (8219)	10/22/1998 8:19:00 AM
From: King David	Read Replies (1) \| Respond to of 8545

>>> I think the real risk for CheckFree is that if they just decided to wait for the banks. Ditto that Benny. But what ever happened to the notion that Checkfree should get out in front of the banks in consumer marketing, a la the intel inside strategy. If Checkfree wants consumers to use their services, they should do something about it and not wait on the banks to do the marketing for them. Waiting for the banks is like waiting for the Red Sox to win a World Series. JMHO, KD