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

To: zuma_rk who wrote (93)	11/12/1998 10:19:00 AM
From: jjs_ynot	Respond to of 20297

I suggest that we need to see revenue growth rates in the range of 35 to 50 percent annualized to see a significant multiple expansion. Until then, here we sit.

To: zuma_rk who wrote (93)	11/12/1998 8:56:00 PM
From: Ron S	Read Replies (1) \| Respond to of 20297

If this company were to go public today, the underwriters would probably price it at about 10 times sales, not outrageous for a clear-cut leader (right now, a dominant factor, if not monopolist) in a potentially huge part of ecommerce. Guess what, that's over $45 per share and it might go to a big post-offering premium like the others recently. Management has the responsibility or is it onus to maximize shareholder value, this includes enough PR and visibility to get to such a value. This effort is an easy adjunct to doing the rest of the business, the hard part is to execute the business plan.