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Technology Stocks : CheckFree Holdings Corp. (CKFR), the next Dell, Intel? -- Ignore unavailable to you. Want to Upgrade?

To: g_m10 who wrote (35)	11/8/1998 8:43:00 PM
From: Mr. Mo	Read Replies (1) \| Respond to of 20297

Thanks for the response, g m10 Your estimates seem to make sense, but I'm not sure what time frame you are using for your scenario...Are you projecting out one year? I'm assuming you are. Does anyone know how many households (or what percentage) are currently banking online? That would seem to indicate whether or not your assumption of 9.45 million households doing online banking a year from now is realistic. Correct me if I'm wrong, but isn't this the MOST important number that exists in terms of determining how soon CKFR starts making substantial profits? Furthermore, shouldn't we be able to expect more than 27% of households to be online one year from now? How many of those new websurfers will do online banking? The numbers change everyday in this internet business, don't they? And I'd like to think that CKFR will account for more than 1/3 of these customers...but I understand you are trying to be conservative. In fact, isn't it possible that CKFR could have as much as 80%? Or am I dreaming? And lastly, your scenario only addresses bill payment, correct? Yet bill presentment is supposed to be our biggest moneymaker, isn't it? I would be interested in seeing some math that includes those future revenues. And don't forget to mention time frames, because that's the critical element, I think, in determining when our stock starts moving.