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

To: Ron S who wrote (92)	11/12/1998 10:17:00 AM
From: zuma_rk	Read Replies (2) \| Respond to of 20297

>>CNBC has featured interviews with the likes of Cybercash, Cybershop, KTel, etc. ad nauseam (read that not any as worthy) while CKFR stays in Atlanta watching its business but not its shareholders.>> Couldn't agree more -- somehow, amazingly, stocks eventually take care of themselves. Woe to the first "internet" company that turns a consistent profit. Just wait until Wall Street can throw its "metrics" proxies out the window and returns to conventional price-multiple and Discounted Cash Flow valuation methodologies. IMHO, this is why our CF is so "sleepy." Being that it's on the brink of break-even to profitable performance, we're in the twilight zone of being a speculative "new-technology" play vs. being of legitimate interest to "respectable" fund managers with the buying power to make things happen... Kudos to Pete and the management team for focusing on the foundation instead of the fluff... Regards, RK