SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel? -- Ignore unavailable to you. Want to Upgrade?


To: TLindt who wrote (29)11/6/1998 11:14:00 AM
From: Ron S  Respond to of 20297
 
Great post, Tom, fitting for the originator of this site, which I hope becomes a forward thinker's guide to the future. If you keep this up, they may offer you Negroponte's post at MIT, not bad for a Michigan farm boy (I hear you saying this). On the other hand, I hope you are able to bypass Cambridge to your villa in Rome and Gran Palais in Paris (with your CKFR profits, of course).



To: TLindt who wrote (29)11/6/1998 11:59:00 AM
From: D Mueller  Respond to of 20297
 
Great post Tom. You express in such wonderful down to earth language what my soul tells me but what I can't express nearly as well as you. At one of these functions some day I hope to have the pleasure of meeting you and tipping a few cold ones over some of your stories.

Regards,

Don (a transplanted former Michigander)



To: TLindt who wrote (29)11/6/1998 9:34:00 PM
From: Mr. Mo  Read Replies (1) | Respond to of 20297
 
Tom & AW,

You both make very good points and I appreciate everything you are suggesting. I have never doubted that the internet and specifically online banking are winner ideas and they ultimately will each be huge successes. I guess my real question is...how much longer do we have to wait? I understand things are probably moving much quicker than I realize, but you know, a year or so ago CKFR was trading at $27 and we were talking on the (original) CKFR thread about how it was just weeks away from running into the 40's. You know the rest of that story.

I suppose I'm playing devil's advocate here, but isn't it true that we have all been perhaps overly optimistic in the past? Those of us who own this stock and know this company naturally believe that the day has arrived for this technology. But reality is that the masses don't even know it exists yet. Don't you think it's possible and perhaps even probable that we could still be several years (perhaps 5 or 6?) away from truly widespread usage of online banking and especially bill presentment?

And furthermore, every day that we have to wait for all these CKFR subscribers is another day that MSFDC and Transpoint and whoever else have to chip away at our market leadership.

Y'all are smarter than I am about this stuff, so please set me straight.

I'm just thinking out loud...