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

To: AugustWest who wrote (285)	11/27/1998 1:07:00 PM
From: zuma_rk	Read Replies (1) \| Respond to of 20297

Gosh -- it's lonely and quiet out here....<g> Ok -- so I'm the only moron that has to work today. But c'mon!!! We've been up HUGE over the past two days, and everyone runs for the hills? For the record -- it's 1PM and we're up 15/16ths on the day with volume of 955K. Not bad for what is typically the slowest trading day of the year... RK

To: AugustWest who wrote (285)	11/27/1998 2:08:00 PM
From: robert scheb	Read Replies (1) \| Respond to of 20297

August >>Cool stuff happening, literally all of a sudden, with these second and third-tier "internet" plays... Take a look at BAMM. Can't believe my eyes. Almost bought 500 shares last Tuesday at $5. Then changed my mind.:>( Oh Well. Wouldn't touch it now. I guess we're going to have to reset our thinking on speculative investing. Scheb

To: AugustWest who wrote (285)	11/27/1998 6:12:00 PM
From: TLindt	Read Replies (1) \| Respond to of 20297

>>>lol, ckfr must be considered 4th or 5th tier. um, until earnings begin to mean anything. Simply amazing. lol all the way to the ntbk...don't you mean? This is the 3rd time e-commerce...e-tailers, e-nablers...have spiked this year. Yea, they spiked....everybody just put this in their smoking pipe for next year, they boom on holiday projections. In addition, notice that as the billions of dollars rushed, pounded into the segment, they did not leave anybody behind. Except CheckFree you say? Not really, CheckFree is NOT an e-tailer...ie they are not selling anything for retail dollars....they are out to take on the post office, with a very complex internet based system to deliver and pay all those bills over the internet, included the ones which are getting racked up with all this on line purchasing during the season. I say COMPLEX, because it is not at all like Amazon.com putting up another HTML page to pay bills, like they could if they wanted into say, get into selling computers. No it's a bit more complicated than that, witness the largest Software Company on Earth, the Largest Plastic Card Processor on Earth, and the one of the Largest Banks on Earth just trying to enter the segment....IT'S TAKING THEM YEARS! When our time comes...and e-bills get the attention of e-tail....and the distribution comes on through the portals & financial institutions. Just remember this, and this is my point. When that 'hot' money comes hunting down this segment...there ain't no place to put it but right the heck here. So I figure it this way, when we are the topic of the day....we'll move $100 bucks so fast it will make your head swim, 5 days, MARK THAT....and when we do...be sure to keep enough for the long haul. This is going to be great for trading too, but when the crowd shows up we will from that day forth always be at a premium....screw the analysts.